CFS Investment Advisory Services, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$1.8B
Holdings
170
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FLOT
ISHARES TR
Held since at least Q1 2024
9.5%
02
$AAPL
APPLE INC
Q1 2026: Sold 82.0% (65.0k → 11.7k shares)
8.2%
03
$DIVI
FRANKLIN TEMPLETON ETF TR
Q1 2026: New position (119.3k shares)
6.4%
04
$VO
VANGUARD INDEX FDS
Q1 2026: Increased +40.8% (5.9k → 8.3k shares)
4.2%
05
$EYLD
CAMBRIA ETF TR
Held since at least Q1 2024
3.2%
06
$DGRO
ISHARES TR
Held since at least Q1 2024
3.2%
07
$MGC
VANGUARD WORLD FD
Held since at least Q1 2024
3.1%
08
$SCHG
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.0%
09
$VB
VANGUARD INDEX FDS
Q1 2026: Increased +124.3% (2.4k → 5.4k shares)
2.7%
10
$IAU
ISHARES GOLD TR
Q1 2026: Exited (was 5.3k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:11 UTC.