Cfs Investment Advisory Services
$1.5B 13F equity value
369 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cfs Investment Advisory Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 1,490,244 | $131M | 8.7% |
| PTLC | PACER FDS TR | 2,031,377 | $118M | 7.9% |
| VUG | VANGUARD INDEX FDS | 652,189 | $56M | 3.7% |
| IWD | ISHARES TR | 166,111 | $41M | 2.7% |
| DYNF | BLACKROCK ETF TRUST | 533,175 | $36M | 2.4% |
| IVV | ISHARES TR | 42,125 | $32M | 2.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 414,301 | $29M | 2.0% |
| DFAC | DIMENSIONAL ETF TRUST | 646,249 | $29M | 1.9% |
| IJH | ISHARES TR | 362,191 | $28M | 1.8% |
| CORO | BLACKROCK ETF TRUST | 644,329 | $23M | 1.5% |
Track Cfs Investment Advisory Services's 13F portfolio: $1.5B in reported holdings, 369 positions. Top holdings and quarterly changes on SentiSense.
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