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Ashleigh Swayze

Cfs Investment Advisory Services, Llc

Assets Managed
$1.5B
Holdings
357
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
3.27%(2Q avg: 4.66%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Cfs Investment Advisory Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 357 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.5B in assets, with a quarterly growth rate of 3.27% and a 2-quarter average growth rate of 4.66%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 34.23%
8.72%
$130.65M
1.49M shares@ $87.67 avg price
PTLC
Pacer Trendpilot Us Large Ca
Recent Activity
Decreased -0.15%
7.88%
$118.104M
2.031M shares@ $58.15 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 507.04%
3.72%
$55.762M
652,189 shares@ $85.5 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -6.71%
2.74%
$40.998M
166,111 shares@ $246.81 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -9.6%
2.39%
$35.792M
533,175 shares@ $67.14 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.84%
2.11%
$31.528M
42,125 shares@ $748.44 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 25.34%
1.96%
$29.337M
414,301 shares@ $70.81 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.19%
1.91%
$28.597M
646,249 shares@ $44.25 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 18.17%
1.84%
$27.559M
362,191 shares@ $76.09 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Increased 2.01%
1.55%
$23.131M
644,329 shares@ $35.9 avg price

1-10 of 357