CFS Investment Advisory Services, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 31, 2025
Value $
$1.35B
Signature - Title
Ashleigh Swayze - Counsel
Location
Totowa, NJ
Summary
This page shows a list of all the recent 13F filings made by CFS Investment Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CFS Investment Advisory Services, LLC reported 341 stock holdings with total value $1.35B as of Q3 2025. Top holdings included PTLC, SPLG, VUG, DYNF, and IWD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 341 $1.35B +$89.6M -$57.6M +$32M PTLC, SPLG, VUG, DYNF, IWD 13F-HR 10/31/2025, 02:30 PM
Q2 2025 324 $1.22B +$98M -$69.3M +$28.7M PTLC, SPLG, VUG, DYNF, QUAL 13F-HR 8/11/2025, 11:38 AM
Q1 2025 307 $1.12B +$77.2M -$55.1M +$22.1M PTLC, SPLG, VUG, QUAL, IWD 13F-HR 5/12/2025, 01:26 PM
Q4 2024 294 $1.12B +$66.3M -$112M -$46.1M PTLC, SPLG, VUG, DYNF, QUAL 13F-HR 1/21/2025, 01:00 PM
Q3 2024 290 $1.19B +$139M -$245M -$106M PTLC, SPLG, IVV, VUG, EFG 13F-HR 11/12/2024, 09:39 AM
Q2 2024 257 $1.23B +$699M -$68.9M +$631M PTLC, VUG, SPLG, IWD, EFG 13F-HR 8/13/2024, 03:28 PM
Q1 2024 157 $595M +$68.8M -$66.3M +$2.42M PTLC, SPLG, QUAL, IUSB, DYNF 13F-HR 5/15/2024, 09:19 AM
Q4 2023 150 $555M +$31.7M -$145M -$114M SPLG, PTLC, QUAL, DFCF, DFAC 13F-HR 2/13/2024, 04:36 PM
Q3 2023 260 $628M +$106M -$242M -$136M SPLG, PTLC, VUG, QUAL, DFCF 13F-HR 11/14/2023, 09:11 AM
Q2 2023 235 $783M +$215M -$7.61M +$207M PTLC, SPLG, QUAL, EFG, ESGU 13F-HR 7/21/2023, 08:33 AM
Q1 2023 136 $550M +$158M -$52.4M +$106M SPLG, PTLC, QUAL, ESGU, DFCF 13F-HR 5/5/2023, 03:12 PM
Q4 2022 125 $441M SPLG, PTLC, ESGU, DFCF, IUSB 13F-HR 2/13/2023, 03:39 PM
Q3 2022 111 $388M PTLC, SPLG, ESGU, GOVT, IUSB New Holdings 11/2/2022, 11:07 AM
Q3 2022 111 $388M PTLC, SPLG, ESGU, GOVT, IUSB 13F-HR 10/31/2022, 10:39 AM
Q2 2022 206 $654M SPLG, PTLC, ESGU, VUG, EFV 13F-HR 8/16/2022, 12:01 PM
Q1 2022 0 13F-HR 5/27/2022, 12:22 PM
Q4 2021 210 $741M +$90.7M -$83.3M +$7.31M SPLG, PTLC, ESGU, VUG, EFV 13F-HR 2/14/2022, 03:20 PM
Q3 2021 199 $730M +$718M -$98M +$620M PTLC, SPLG, ESGU, VUG, EFV 13F-HR 11/19/2021, 01:01 PM
Q2 2021 27 $110M +$103M -$621M -$518M SCHX, SCHG, SCHZ, SCHF, EFA 13F-HR 7/21/2021, 02:51 PM
Q4 2020 175 $628M PTLC, SPLG, ESGU, VUG, GOVT 13F-HR 2/11/2021, 09:03 AM