CWS Financial Advisors, LLC has filed its Form 13F-HR, disclosing equity holdings as of September 30, 2026. The firm reported ownership of 171 distinct equity securities, with a total value of 454,144,351.
The filing lists a diverse portfolio spanning large-cap technology, healthcare, consumer staples, and financial services sectors. Major positions include Apple Inc., with 63,183 shares; Microsoft Corporation, with 18,223 shares; and Amazon.com Inc., with 6,854 shares. The firm also holds significant stakes in Alphabet Inc. Class A and Class C shares, totaling 8,523 shares, and Berkshire Hathaway Inc. Class B, with 2,123 shares.
Healthcare holdings include AbbVie Inc. (4,475 shares), Eli Lilly & Co. (706 shares), and Merck & Co. Inc. (2,403 shares). In the financial sector, the firm holds shares in JPMorgan Chase & Co. (4,652 shares), Goldman Sachs Group Inc. (256 shares), and Morgan Stanley (2,270 shares). Additionally, the portfolio includes substantial allocations to exchange-traded funds, such as the Invesco QQQ Trust (16,235 shares) and the iShares Core S&P 500 ETF (4,708 shares).
