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Ashleigh Swayze

Cfs Investment Advisory Services, Llc

Assets Managed
$1.452B
Holdings
353
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
6.05%(2Q avg: 3.85%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cfs Investment Advisory Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 353 positions.

Assets under management

The assets under management (AUM) of Cfs Investment Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.452B in assets, with a quarterly growth rate of 6.05% and a 2-quarter average growth rate of 3.85%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PTLC
Pacer Trendpilot Us Large Ca
Recent Activity
Decreased -1.68%
7.75%
$112.49M
2.035M shares@ $55.29 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 34.66%
6.39%
$92.794M
1.11M shares@ $83.58 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.61%
3.66%
$53.066M
107,438 shares@ $493.93 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -3.93%
2.79%
$40.449M
178,071 shares@ $227.15 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -14.96%
2.59%
$37.571M
589,815 shares@ $63.71 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -13.94%
2.09%
$30.305M
42,482 shares@ $713.37 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 9.96%
1.88%
$27.254M
647,521 shares@ $42.1 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 12.72%
1.59%
$23.017M
330,567 shares@ $69.63 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 5.28%
1.56%
$22.563M
528,522 shares@ $42.69 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.69%
1.54%
$22.344M
306,505 shares@ $72.9 avg price

1-10 of 353