Cfs Investment Advisory Services
$1.5B Assets Reported
366 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PTLC | PACER FDS TR | 2,034,543 | $112M | 7.7% |
| SPYM | SPDR SERIES TRUST | 1,110,238 | $93M | 6.4% |
| VUG | VANGUARD INDEX FDS | 107,438 | $53M | 3.7% |
| IWD | ISHARES TR | 178,071 | $40M | 2.8% |
| DYNF | BLACKROCK ETF TRUST | 589,815 | $38M | 2.6% |
| IVV | ISHARES TR | 42,482 | $30M | 2.1% |
| DFAC | DIMENSIONAL ETF TRUST | 647,521 | $27M | 1.9% |
| VEA | VANGUARD TAX-MANAGED FDS | 330,567 | $23M | 1.6% |
| DFCF | DIMENSIONAL ETF TRUST | 528,522 | $23M | 1.6% |
| IJH | ISHARES TR | 306,505 | $22M | 1.5% |
Track Cfs Investment Advisory Services's 13F portfolio: $1.5B in reported holdings, 366 positions. Top holdings, AUM, and quarterly changes on SentiSense.