CWS Financial Advisors, LLC
All 13F Filings
- Location
- Kalamazoo, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 450,649
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 171 | 450,649 | 13F-HR | CWS Financial Advisors, LLC |
| Q1 2026 | 4/27/2026 | 157 | 390,267 | 13F-HR | CWS Financial Advisors, LLC |
| Q4 2025 | 2/6/2026 | 150 | 368,323 | 13F-HR | CWS Financial Advisors, LLC |
| Q3 2025 | 11/4/2025 | 140 | 360,268 | 13F-HR | CWS Financial Advisors, LLC |
| Q2 2025 | 8/8/2025 | 136 | 343,694 | 13F-HR | CWS Financial Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 182.8 K | 40.6% | 8.893 K | 0 | 8.893 K |
| ETFs | 265.5 K | 58.9% | 51.44 K | 0 | 51.44 K |
| Debt | 2.427 K | 0.5% | 45 | 0 | 45 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
450,649
Holdings
171
QoQ value change ($000)
60,382
(15.5%)
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.