CFS Investment Advisory Services, LLC
All 13F Filings
- Location
- Totowa, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,499,589
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 357 | 1,499,589 | 13F-HR | CFS Investment Advisory Services, LLC |
| Q1 2026 | 4/29/2026 | 353 | 1,452,245 | 13F-HR | CFS Investment Advisory Services, LLC |
| Q4 2025 | 2/10/2026 | 330 | 1,369,505 | 13F-HR | CFS Investment Advisory Services, LLC |
| Q3 2025 | 10/31/2025 | 341 | 1,347,253 | 13F-HR | CFS Investment Advisory Services, LLC |
| Q2 2025 | 8/11/2025 | 324 | 1,222,227 | 13F-HR | CFS Investment Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 409.2 K | 27.3% | 10.22 K | 0 | 10.22 K |
| ETFs | 1.084 M | 72.3% | 37.01 K | 0 | 37.01 K |
| Debt | 6.246 K | 0.4% | 107 | 0 | 107 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
1,499,589
Holdings
357
QoQ value change ($000)
47,344
(3.3%)
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.