Holdings
CFS Investment Advisory Services, LLC
As of Sep 30, 2026, CFS Investment Advisory Services, LLC reported 348 positions worth US$1.49B. Largest: State Street SPDR Portfolio S&P 500 ETF, Pacer Trendpilot US Large Cap ETF and Vanguard Morningstar Growth ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF | 1.55M | US$142M | new | Sep 30, 2026 |
| Pacer Trendpilot US Large Cap ETF | 2.02M | US$123M | new | Sep 30, 2026 |
| Vanguard Morningstar Growth ETF | 652K | US$60.4M | new | Sep 30, 2026 |
| iShares Russell 1000 Value ETF | 164K | US$41.3M | new | Sep 30, 2026 |
| iShares U.S. Equity Factor Rotation Active ETF | 517K | US$36.5M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 41,916 | US$32.8M | new | Sep 30, 2026 |
| Vanguard FTSE Developed Markets ETF | 432K | US$30.7M | new | Sep 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 371K | US$27.4M | new | Sep 30, 2026 |
| iShares Core Total USD Bond Market ETF | 605K | US$26.6M | new | Sep 30, 2026 |
| iShares MSCI ACWI ex U.S. ETF | 319K | US$24.4M | new | Sep 30, 2026 |