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Showing Q2 2025 data
CW Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
CW Advisors, LLC
•CIK: 1904976•Filing: Q2 2025
**Congress Wealth Management LLC / DE /** This multi-strategy manager oversees $10.3B in assets, maintaining a diversified portfolio of 1,179 positions. Top allocations are heavily weighted toward mega-cap technology, notably VTI ($395.5M) and AAPL ($394.3M). Significant exposure is also evident in MSFT ($244.0M) and NVDA ($201.6M), alongside sector bets in XLF ($150.8M) and META ($130.5M). The portfolio demonstrates a clear tilt toward large-cap growth and technology leaders.
Total AUM
$10.3B
QoQ Performance
+23.7%
Positions
823
Top 10 Concentration
25.7%
Latest Filing
Q2 2025
Top Holdings Allocation
VTI3.8%
AAPL3.8%
MSFT2.4%
NVDA2.0%
XLF1.5%
META1.3%
RSP1.3%
JSI1.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.4%
Technology16.6%
Financial4.5%
ETF2.4%
Healthcare2.4%
Consumer2.2%
Consumer Staples1.1%
Energy1.0%
🚪 Exited Positionssold since Q1 2025
+867 more exited positions
Changes from Q1 2025
NEW8 new positions
↑154 increased
↓38 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023