CWC Advisors, LLC.
All 13F Filings
- Location
- Lake Oswego, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 207,118
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 150 | 207,118 | 13F-HR | CWC Advisors, LLC. |
| Q3 2025 | 10/10/2025 | 146 | 204,226 | 13F-HR | CWC Advisors, LLC. |
| Q2 2025 | 7/10/2025 | 145 | 193,514 | 13F-HR | CWC Advisors, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 168.2 K | 81.3% | 2.241 K | 0 | 2.241 K |
| ETFs | 38.15 K | 18.4% | 643 | 0 | 643 |
| Debt | 561 | 0.3% | 11 | 0 | 11 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
207,118
Holdings
150
QoQ value change ($000)
2,892
(1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.