Cfs Investment Advisory Services Q3 2026 Portfolio Activity: Major Buys and Sells Observed

Cfs Investment Advisory Services, Llc (CFS) has shown significant activity within its investment portfolio covering major ETF holdings. The total portfolio value as reported is $1,406,835,181.

Several key positions saw substantial increases during this period:

• VANGUARD INDEX FDS (VUG), a fund focused on growth stocks, experienced the largest share increase with +544,751 shares and an impressive +507.04% change in position size.
• CFS's largest holding, SPDR SERIES TRUST (SPLG), also saw a significant boost with +380,006 shares and a 34.23% increase in its position.
• Other notable purchases included increases in positions of ISHARES TR (IWD), which grew by -6.72%, and VANGUARD TAX-MANAGED FDS (VEA) with a 25.33% increase.

In contrast, CFS also observed significant reductions or exits from certain holdings:

• SPDR SERIES TRUST (SPTL) saw a sharp decline of -33.64% in its position, indicating an exit from this fund.
• The position in ISHARES TR (EFV) was drastically reduced by -77.72%, suggesting a complete divestment or near-complete exit from this fund.
• BLACKROCK ETF TRUST II (BINC) experienced an approximate 58.26% reduction in its position, a substantial decrease for CFS.

CFS also appears to have added new positions or increased existing ones that were previously less prominent:

• The investor noted activity on funds like ISHARES TR (IUSB) and PROSHARES TR (NOBL), which show positive changes but have lower portfolio allocations.
• ISHARES INC (DVYE) and VANGUARD SCOTTSDALE FDS (VGIT) also show positive changes, indicating potential additions or increases.

The overall portfolio structure remains dominated by large ETF positions. The top five holdings account for 25.43% of the total value according to available data. CFS appears active in adjusting its portfolio frequently, with many position changes observed this quarter.