Notify me when CFS Investment Advisory Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 330 | $1,369,505,409 | +$63,395,332 | -$45,803,950 | +$17,591,382 | PTLC, SPYM, VUG, DYNF, IWD | 13F-HR | 09 Feb 2026, 21:43 |
| Q3 2025 | 341 | $1,346,990,613 | +$89,578,568 | -$57,623,366 | +$31,955,202 | PTLC, SPLG, VUG, DYNF, IWD | 13F-HR | 31 Oct 2025, 14:30 |
| Q2 2025 | 324 | $1,222,227,000 | +$98,004,808 | -$69,300,742 | +$28,704,066 | PTLC, SPLG, VUG, DYNF, QUAL | 13F-HR | 11 Aug 2025, 11:38 |
| Q1 2025 | 307 | $1,123,956,000 | +$77,210,810 | -$55,075,053 | +$22,135,757 | PTLC, SPLG, VUG, QUAL, IWD | 13F-HR | 12 May 2025, 13:26 |
| Q4 2024 | 294 | $1,115,360,000 | +$66,289,245 | -$112,348,010 | -$46,058,765 | PTLC, SPLG, VUG, DYNF, QUAL | 13F-HR | 21 Jan 2025, 13:00 |
| Q3 2024 | 290 | $1,190,187,000 | +$139,106,636 | -$245,044,102 | -$105,937,466 | PTLC, SPLG, IVV, VUG, EFG | 13F-HR | 12 Nov 2024, 09:39 |
| Q2 2024 | 257 | $1,233,205,000 | +$699,489,872 | -$68,900,575 | +$630,589,297 | PTLC, VUG, SPLG, IWD, EFG | 13F-HR | 13 Aug 2024, 15:28 |
| Q1 2024 | 157 | $594,829,000 | +$68,763,027 | -$66,347,816 | +$2,415,211 | PTLC, SPLG, QUAL, IUSB, DYNF | 13F-HR | 15 May 2024, 09:19 |
| Q4 2023 | 150 | $555,374,000 | +$31,684,692 | -$145,311,544 | -$113,626,852 | SPLG, PTLC, QUAL, DFCF, DFAC | 13F-HR | 13 Feb 2024, 16:36 |
| Q3 2023 | 160 | $627,562,000 | +$105,934,446 | -$241,757,064 | -$135,822,618 | SPLG, PTLC, VUG, QUAL, DFCF | 13F-HR | 14 Nov 2023, 09:11 |
| Q2 2023 | 235 | $782,763,000 | +$215,010,685 | -$7,819,880 | +$207,190,805 | PTLC, SPLG, QUAL, EFG, ESGU | 13F-HR | 21 Jul 2023, 08:33 |
| Q1 2023 | 136 | $549,820,000 | +$158,001,249 | -$65,626,858 | +$92,374,391 | SPLG, PTLC, QUAL, ESGU, DFCF | 13F-HR | 05 May 2023, 15:12 |
| Q4 2022 | 126 | $440,692,000 | +$79,353,294 | -$52,245,732 | +$27,107,562 | SPLG, PTLC, ESGU, DFCF, IUSB | 13F-HR | 13 Feb 2023, 16:39 |
| Q3 2022 | 111 | $388,153,000 | $0 | $0 | $0 | PTLC, SPLG, ESGU, GOVT, IUSB | New Holdings | 02 Nov 2022, 11:07 |
| Q3 2022 | 337 | $388,159,000 | $0 | $0 | $0 | PTLC, SPLG, ESGU, GOVT, IUSB | 13F-HR | 31 Oct 2022, 10:39 |
| Q2 2022 | 206 | $653,559,000 | +$21,336,000 | $0 | +$21,336,000 | SPLG, PTLC, ESGU, VUG, EFV | 13F-HR | 16 Aug 2022, 12:01 |
| Q1 2022 | 410 | $0 | $0 | $0 | $0 | 13F-HR | 27 May 2022, 12:22 | |
| Q4 2021 | 214 | $740,647,000 | +$90,650,235 | -$90,958,587 | -$308,352 | SPLG, PTLC, ESGU, VUG, EFV | 13F-HR | 14 Feb 2022, 16:20 |
| Q3 2021 | 199 | $729,726,000 | +$718,373,764 | -$97,989,825 | +$620,383,939 | PTLC, SPLG, ESGU, VUG, EFV | 13F-HR | 19 Nov 2021, 13:01 |
| Q2 2021 | 27 | $109,676,000 | +$102,849,046 | -$621,308,879 | -$518,459,833 | SCHX, SCHG, SCHZ, SCHF, EFA | 13F-HR | 21 Jul 2021, 14:51 |
| Q4 2020 | 175 | $627,725,000 | $0 | $0 | $0 | PTLC, SPLG, ESGU, VUG, GOVT | 13F-HR | 11 Feb 2021, 10:03 |