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Portfolio (Quarterly) Guide ↗

CWS Financial Advisors, LLC

· CIK 0001802459
13F Portfolio $451M AUM 171 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 75 Added 25 Reduced 3 Exited
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC Technology 877.0 $331K 0.07% +6.0 +0.7% $377.78 -5.6%
62 BA BOEING CO Industrials 1,520.0 $329K 0.07% +88.0 +6.2% $216.47 -2.5%
63 ARCC ARES CAPITAL CORP Financial Services 17,638.0 $327K 0.07% +3K +17.9% $18.53 +7.6%
64 NVDA NVIDIA CORPORATION Technology 1,604.0 $321K 0.07% +45.0 +2.9% $200.06 +6.5%
65 MRK MERCK & CO INC Healthcare 2,472.0 $318K 0.07% +246.0 +11.1% $128.50 +21.7%
66 CMI CUMMINS INC Industrials 441.0 $315K 0.07% +58.0 +15.1% $713.21 -19.7%
67 ESGD ISHARES TR 2,930.0 $301K 0.07% +197.0 +7.2% $102.81 +4.8%
68 VYM VANGUARD WHITEHALL FDS 1,863.0 $294K 0.07% +329.0 +21.4% $158.00 +4.3%
69 DFAU DIMENSIONAL ETF TRUST 5,361.0 $277K 0.06% +451.0 +9.2% $51.69 +2.6%
70 BAC BANK OF AMER CORP Financial Services 4,755.0 $271K 0.06% +27.0 +0.6% $56.98 +9.6%
71 SPGI S&P GLOBAL INC Financial Services 662.0 $270K 0.06% +172.0 +35.1% $407.34 +6.3%
72 NFLX NETFLIX INC. Communication Services 3,700.0 $264K 0.06% +88.0 +2.4% $71.40 +15.2%
73 VCRB VANGUARD MALVERN FDS 3,329.0 $257K 0.06% +111.0 +3.5% $77.24 -1.1%
74 DE DEERE & CO Industrials 358.0 $227K 0.05% +2.0 +0.6% $634.80 -0.7%
75 EPD ENTERPRISE PRODS PARTNERS L 5,460.0 $201K 0.04% +77.0 +1.4% $36.76
Page 4 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 44.4%
Technology 18.1%
Financial Services 15.0%
Industrials 5.9%
Consumer Defensive 5.6%
Consumer Cyclical 3.3%
Communication Services 2.3%
Utilities 2.1%
Energy 2.1%
Basic Materials 1.1%