CFS Investment Advisory Services, LLC
All 13F Filings
- Location
- Totowa, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,369,505
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 873.3 K | 63.8% | 12.46 K | 0 | 12.46 K |
| ETFs | 467 K | 34.1% | 9.885 K | 0 | 9.885 K |
| Debt | 6.246 K | 0.5% | 403 | 0 | 403 |
| Other | 23.01 K | 1.7% | 0 | 494 | -494 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
1,369,505
Holdings
330
QoQ value change ($000)
22,252
(1.7%)
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.