CFS Investment Advisory Services 13F Holdings & Latest Moves

13F filer · Latest filing Oct 19, 2026

Latest 13F moves (filed Oct 19, 2026): 3 new positions, 21 added, 15 reduced, 1 sold out. Largest change by value: added $SPYM ($142.37M held).

New positions
3
Added / reduced
21 / 15
Sold out
1

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPYM Added +61.95K (+4.16%) 1.55M $142.37M —
$VEA Added +17.50K (+4.22%) 431.80K $30.71M —
$IJH Added +8.53K (+2.35%) 370.72K $27.43M —
$IUSB Added +124.61K (+25.93%) 605.15K $26.64M —
$ACWX Added +138.30K (+76.35%) 319.45K $24.40M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DYNF Reduced -16.29K (-3.06%) 516.89K $36.53M —
$IVW Reduced -4.68K (-2.87%) 158.53K $23.16M —
$SGOV Reduced -52.78K (-24.43%) 163.23K $16.40M —
$BAI Reduced -50.46K (-14.26%) 303.34K $15.09M —
$BRTR Reduced -28.83K (-8.86%) 296.41K $14.15M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$FNDF New +107.34K 107.34K $5.79M —
$MBBA New +46.12K 46.12K $2.16M —
$AAUB New +33.73K 33.73K $1.76M —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPYM Added +61.95K (+4.16%) 1.55M $142.37M —
$VEA Added +17.50K (+4.22%) 431.80K $30.71M —
$IJH Added +8.53K (+2.35%) 370.72K $27.43M —
$IUSB Added +124.61K (+25.93%) 605.15K $26.64M —
$ACWX Added +138.30K (+76.35%) 319.45K $24.40M —
$GOVT Added +145.32K (+17.73%) 964.97K $21.06M —
$VGIT Added +63.02K (+24.50%) 320.21K $18.12M —
$IALT Added +24.27K (+4.71%) 540.02K $16.25M —
$BND Added +35.39K (+18.93%) 222.34K $15.57M —
$VWO Added +12.45K (+5.37%) 244.39K $14.81M —
$SCHZ Added +113.90K (+21.13%) 652.94K $14.40M —
$SPTL Added +26.61K (+5.11%) 547.84K $12.98M —
$BNDX Added +68.47K (+34.52%) 266.82K $12.50M —
$BIL Added +98.46K (+1136.82%) 107.12K $9.80M —
$EFV Added +27.39K (+68.78%) 67.20K $5.31M —
$SPAB Added +193.41K (+1097.79%) 211.03K $5.13M —
$GOOGL Added +2.81K (+26.75%) 13.33K $4.63M —
$MUB Added +6.18K (+19.73%) 37.51K $3.79M —
$SPIP Added +24.77K (+25.11%) 123.44K $3.01M —
$BNDW Added +14.79K (+145.41%) 24.96K $1.64M —
$VSDM Added +12.03K (+142.15%) 20.49K $1.52M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DYNF Reduced -16.29K (-3.06%) 516.89K $36.53M —
$IVW Reduced -4.68K (-2.87%) 158.53K $23.16M —
$SGOV Reduced -52.78K (-24.43%) 163.23K $16.40M —
$BAI Reduced -50.46K (-14.26%) 303.34K $15.09M —
$BRTR Reduced -28.83K (-8.86%) 296.41K $14.15M —
$IEI Reduced -16.99K (-15.38%) 93.52K $10.60M —
$DVYE Reduced -28.72K (-14.76%) 165.90K $5.82M —
$BIDD Reduced -49.33K (-23.78%) 158.16K $4.80M —
$VOO Reduced -955 (-16.85%) 4.71K $3.37M —
$MBB Reduced -161.16K (-87.02%) 24.04K $2.15M —
$SPMO Reduced -77.49K (-86.79%) 11.79K $1.80M —
$IEF Reduced -20.82K (-55.30%) 16.83K $1.50M —
$AVEM Reduced -50.83K (-87.07%) 7.55K $726.05K —
$GNMA Reduced -29.90K (-67.70%) 14.27K $594.75K —
$XAR Reduced -7.91K (-88.92%) 985 $230.12K —

Sold out position in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$LMUB Sold out -18.19K — — —

All tracked 13F moves by CFS Investment Advisory Services

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IVW Reduced -4.68K (-2.87%) 158.53K $23.16M —
$DYNF Reduced -16.29K (-3.06%) 516.89K $36.53M —
$BRTR Reduced -28.83K (-8.86%) 296.41K $14.15M —
$MBBA New +46.12K 46.12K $2.16M —
$FNDF New +107.34K 107.34K $5.79M —
$AAUB New +33.73K 33.73K $1.76M —
$XAR Reduced -7.91K (-88.92%) 985 $230.12K —
$VOO Reduced -955 (-16.85%) 4.71K $3.37M —
$LMUB Sold out -18.19K — — —
$MBB Reduced -161.16K (-87.02%) 24.04K $2.15M —
$IEF Reduced -20.82K (-55.30%) 16.83K $1.50M —
$IEI Reduced -16.99K (-15.38%) 93.52K $10.60M —
$SGOV Reduced -52.78K (-24.43%) 163.23K $16.40M —
$SPMO Reduced -77.49K (-86.79%) 11.79K $1.80M —
$GNMA Reduced -29.90K (-67.70%) 14.27K $594.75K —
$DVYE Reduced -28.72K (-14.76%) 165.90K $5.82M —
$BIDD Reduced -49.33K (-23.78%) 158.16K $4.80M —
$BAI Reduced -50.46K (-14.26%) 303.34K $15.09M —
$AVEM Reduced -50.83K (-87.07%) 7.55K $726.05K —
$VSDM Added +12.03K (+142.15%) 20.49K $1.52M —
$BND Added +35.39K (+18.93%) 222.34K $15.57M —
$VGIT Added +63.02K (+24.50%) 320.21K $18.12M —
$VWO Added +12.45K (+5.37%) 244.39K $14.81M —
$VEA Added +17.50K (+4.22%) 431.80K $30.71M —
$SPIP Added +24.77K (+25.11%) 123.44K $3.01M —
$SPYM Added +61.95K (+4.16%) 1.55M $142.37M —
$BIL Added +98.46K (+1136.82%) 107.12K $9.80M —
$SPTL Added +26.61K (+5.11%) 547.84K $12.98M —
$SPAB Added +193.41K (+1097.79%) 211.03K $5.13M —
$SCHZ Added +113.90K (+21.13%) 652.94K $14.40M —
$GOVT Added +145.32K (+17.73%) 964.97K $21.06M —
$IALT Added +24.27K (+4.71%) 540.02K $16.25M —
$MUB Added +6.18K (+19.73%) 37.51K $3.79M —
$EFV Added +27.39K (+68.78%) 67.20K $5.31M —
$ACWX Added +138.30K (+76.35%) 319.45K $24.40M —
$IUSB Added +124.61K (+25.93%) 605.15K $26.64M —
$IJH Added +8.53K (+2.35%) 370.72K $27.43M —
$BNDX Added +68.47K (+34.52%) 266.82K $12.50M —
$BNDW Added +14.79K (+145.41%) 24.96K $1.64M —
$GOOGL Added +2.81K (+26.75%) 13.33K $4.63M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks CFS Investment Advisory Services holds or traded

Frequently asked questions

What did CFS Investment Advisory Services buy and sell in its latest 13F?

It opened or added to $SPYM, $VEA, $IJH, $IUSB and $ACWX; it cut or exited $DYNF, $IVW, $SGOV, $BAI and $BRTR.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

Get trade alerts by text

SMS Terms

By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.

Full terms and conditions