CWS Financial Advisors, LLC ETF holdings
Kalamazoo, MI
Reported $281.0M in 67 ETFs in its Form 13F for June 30, 2026.
ETF value
$281.0M
ETFs held
67
Change from prior quarter
+23.6%
With price moves
ETFs as a share of its 13F
62.3%
of $450.6M
Top 10 of 67 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFUS | Dimensional U.S. Equity Market ETF | $48.1M | 586,781 | +143,645 shares |
| VOO | Vanguard S&P 500 ETF | $26.1M | 37,948 | −3,532 shares |
| IJR | iShares Core S&P Small-Cap ETF | $17.7M | 119,020 | −26,821 shares |
| VXUS | Vanguard Total International Stock ETF | $15.8M | 184,623 | −7,485 shares |
| DFAI | Dimensional International Core Equity Market ETF | $14.7M | 357,002 | +195,145 shares |
| VUG | Vanguard Morningstar Growth ETF | $13.0M | 150,746 | +125,498 shares |
| VIG | Vanguard Dividend Appreciation ETF | $12.6M | 53,381 | −1,350 shares |
| VTV | Vanguard Morningstar Value ETF | $12.4M | 57,101 | −981 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $12.3M | 33,122 | −262 shares |
| QQQ | Invesco QQQ Trust | $11.9M | 16,217 | −3 shares |
57 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001802459. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does CWS Financial Advisors, LLC own?
CWS Financial Advisors, LLC reported 67 ETF positions worth $281.0M in its Form 13F for June 30, 2026. The largest was DFUS, at $48.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.