CFS Investment Advisory Services, LLC: 13F holdings
CIK 18456882026Q2
| Positions | 357 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 357 (+4 vs prior quarter) |
|---|
| Reported value | $1.5bn (+3.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 1,490,244 | $130.6m | 8.7% |
| PTLC PACER FDS TR | 2,031,377 | $118.1m | 7.9% |
| VUG VANGUARD INDEX FDS | 652,189 | $55.8m | 3.7% |
| IWD ISHARES TR | 166,111 | $41.0m | 2.7% |
| DYNF BLACKROCK ETF TRUST | 533,175 | $35.8m | 2.4% |
| IVV ISHARES TR | 42,125 | $31.5m | 2.1% |
| VEA VANGUARD TAX-MANAGED FDS | 414,301 | $29.3m | 2.0% |
| DIMENSIONAL ETF TRUST | 646,249 | $28.6m | 1.9% |
| IJH ISHARES TR | 362,191 | $27.6m | 1.8% |
| CORO BLACKROCK ETF TRUST | 644,329 | $23.1m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845688")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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