Universe · entity
CWC Advisors, LLC.
Institutional manager (13F) · CIK 1520683
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $161M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $12M | 234,837 |
| 2 | VANGUARD SCOTTSDALE FDS | $7M | 124,198 |
| 3 | VANECK ETF TRUST | $7M | 132,906 |
| 4 | BROADCOM INC | $7M | 21,707 |
| 5 | APPLE INC | $7M | 25,953 |
| 6 | ISHARES TR | $6M | 69,200 |
| 7 | NVIDIA CORPORATION | $5M | 31,506 |
| 8 | VANECK ETF TRUST | $5M | 206,533 |
| 9 | VALUED ADVISERS TR | $5M | 204,614 |
| 10 | SPDR INDEX SHS FDS | $5M | 138,560 |
| 11 | SELECT SECTOR SPDR TR | $5M | 81,766 |
| 12 | VANGUARD SCOTTSDALE FDS | $5M | 84,193 |
| 13 | SPDR SERIES TRUST | $5M | 189,057 |
| 14 | VANGUARD SCOTTSDALE FDS | $5M | 61,065 |
| 15 | ISHARES TR | $4M | 35,583 |
| 16 | VANGUARD INDEX FDS | $4M | 17,262 |
| 17 | SERIES PORTFOLIOS TR | $4M | 143,534 |
| 18 | GE AEROSPACE | $3M | 11,359 |
| 19 | SELECT SECTOR SPDR TR | $3M | 21,360 |
| 20 | AFFILIATED MANAGERS GROUP | $3M | 11,309 |
| 21 | INVESCO QQQ TR | $3M | 5,297 |
| 22 | WABTEC | $3M | 11,672 |
| 23 | ISHARES TR | $3M | 11,599 |
| 24 | MICROSOFT CORP | $3M | 7,726 |
| 25 | GOLDMAN SACHS GROUP INC | $3M | 3,042 |
| 26 | SELECT SECTOR SPDR TR | $2M | 48,713 |
| 27 | PHILLIPS 66 | $2M | 13,041 |
| 28 | ACCENTURE PLC IRELAND | $2M | 11,465 |
| 29 | SELECT SECTOR SPDR TR | $2M | 25,175 |
| 30 | WELLS FARGO & CO | $2M | 25,224 |
| 31 | UNITEDHEALTH GROUP INC | $2M | 7,221 |
| 32 | KENVUE INC | $2M | 105,115 |
| 33 | SELECT SECTOR SPDR TR | $2M | 15,561 |
| 34 | NIKE INC | $2M | 30,563 |
| 35 | MICRON TECHNOLOGY INC | $2M | 4,574 |
| 36 | DELTA AIR LINES INC | $2M | 23,089 |
| 37 | VANECK MERK GOLD ETF | $1M | 33,266 |
| 38 | QUALCOMM INC | $1M | 11,587 |
| 39 | L3HARRIS TECHNOLOGIES INC | $1M | 4,289 |
| 40 | CME GROUP INC | $1M | 4,787 |
| 41 | SCHWAB STRATEGIC TR | $1M | 53,678 |
| 42 | JOHNSON CONTROLS INTERNATION | $1M | 10,338 |
| 43 | ISHARES TR | $1M | 9,446 |
| 44 | ISHARES TR | $1M | 11,418 |
| 45 | ALPHABET INC | $1M | 4,345 |
| 46 | AMAZON COM INC | $1M | 5,989 |
| 47 | DISNEY WALT CO | $1M | 12,932 |
| 48 | AMPLIFY ETF TR | $1M | 27,256 |
| 49 | SELECT SECTOR SPDR TR | $1M | 24,196 |
| 50 | SELECT SECTOR SPDR TR | $1M | 25,459 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.