Institutional Fund
Cws Financial Advisors, LLC
Kalamazoo, MICIK 18024595 filings on record
Portfolio Value
$390.27M
Q1 2026
Holdings
157
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+6.0%
from $368.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Stryker Corporation20.5%
- Dimensional ETF Trust8.1%
- Vanguard Index Fds6.4%
- Ishares Tr4.6%
- Apple Inc3.9%
- Vanguard Star Fds3.8%
- Other52.7%
Portfolio Holdings
157 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Stryker Corporation | 243.2K | $79.91M | 20.5% | −9.0K | Reduced |
| 2 | Dimensional ETF Trust | 443.1K | $31.42M | 8.1% | +407.1K | Added |
| 3 | Vanguard Index Fds | 41.5K | $24.79M | 6.4% | −2.7K | Reduced |
| 4 | Ishares Tr | 145.8K | $18.13M | 4.6% | −24.5K | Reduced |
| 5 | Apple Inc | 60.5K | $15.37M | 3.9% | −2.5K | Reduced |
| 6 | Vanguard Star Fds | 192.1K | $14.81M | 3.8% | −559 | Reduced |
| 7 | Vanguard Specialized Funds | 54.7K | $11.77M | 3.0% | +101 | Added |
| 8 | Vanguard Index Fds | 58.1K | $11.40M | 2.9% | −1.7K | Reduced |
| 9 | Vanguard Index Fds | 25.2K | $11.03M | 2.8% | −630 | Reduced |
| 10 | Vanguard Index Fds | 33.4K | $10.71M | 2.7% | −157 | Reduced |
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