CFS Investment Advisory Services, LLC - Portfolio overview

CFS Investment Advisory Services, LLC has 379 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. PTLC - PACER FDS TR, 7.38%
2. SPYM - SPDR SERIES TRUST, 6.08%
3. SPLG - SPDR SERIES TRUST, 4.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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