CFS Investment Advisory Services, LLC
All 13F Filings
- Location
- Totowa, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,452,245
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 398.9 K | 27.5% | 0 | 474.3 K | -474.3 K |
| ETFs | 1.047 M | 72.1% | 580.2 K | 0 | 580.2 K |
| Debt | 6.139 K | 0.4% | 0 | 107 | -107 |
| Other | 0 | 0.0% | 0 | 23.01 K | -23.01 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
1,452,245
Holdings
353
QoQ value change ($000)
82,740
(6.0%)
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.