SEC Form 13F · Q1 2026

CWC Advisors, LLC.

Institutional Holdings Report

13F-HROR
$210.1M
Portfolio Value
149
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
CWC Advisors, LLC.
CIK
1520683
Accession No.
0001941040-26-000223
Location
LAKE OSWEGO, OR
Form Type
13F-HR
Portfolio Value
$210.1M
Holdings Reported
149
Reporting Period
Q1 2026
Filed
April 16, 2026

About this Filing

CWC Advisors, LLC. is an institutional investment manager based in LAKE OSWEGO, OR reporting approximately $210.1M in 13(f) securities across 149 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.