CWC Advisors, LLC.: 13F holdings
CIK 15206832026Q2
| Positions | 152 |
|---|---|
| Reported value | $225.2m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUSB VANGUARD BD INDEX FDS | 237,265 | $11.8m | 5.2% |
| AVGO BROADCOM INC | 20,354 | $7.7m | 3.4% |
| AAPL APPLE INC | 25,804 | $7.5m | 3.3% |
| VGIT VANGUARD SCOTTSDALE FDS | 125,048 | $7.4m | 3.3% |
| VANECK ETF TRUST | 135,390 | $7.2m | 3.2% |
| TLT ISHARES TR | 70,278 | $6.1m | 2.7% |
| NVDA NVIDIA CORPORATION | 30,332 | $6.1m | 2.7% |
| CWI SPDR INDEX SHS FDS | 135,144 | $5.5m | 2.4% |
| FLTR VANECK ETF TRUST | 213,211 | $5.5m | 2.4% |
| VALUED ADVISERS TR | 211,437 | $5.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1520683")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.