CWC Advisors, LLC.
All 13F Filings
- Location
- Lake Oswego, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 225,248
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 152 | 225,248 | 13F-HR | CWC Advisors, LLC. |
| Q1 2026 | 4/16/2026 | 149 | 210,123 | 13F-HR | CWC Advisors, LLC. |
| 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 | 110.1 K | 48.9% | 11.51 K | 0 | 11.51 K |
| ETFs | 114.9 K | 51.0% | 4.126 K | 0 | 4.126 K |
| Debt | 253 | 0.1% | 0 | 266 | -266 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
225,248
Holdings
152
QoQ value change ($000)
15,125
(7.2%)
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.