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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ZTS	ZOETIS INC	Healthcare	2,902	$343K	0.09%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	1,098	$248K	0.06%	SOLD
3	LNG	CHENIERE ENERGY INC	Energy	721	$205K	0.05%	SOLD

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%