Gfs Advisors, LLC Top Holdings and 13F Report (2026) About Gfs Advisors, LLCInvestment ActivityGfs Advisors, LLC has $933.32 million in total holdings as of September 30, 2026.Gfs Advisors, LLC owns shares of 200 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 13.50% of the portfolio was purchased this quarter.About 66.44% of the portfolio was sold this quarter.This quarter, Gfs Advisors, LLC has purchased 266 new stocks and bought additional shares in 81 stocks.Gfs Advisors, LLC sold shares of 31 stocks and completely divested from 126 stocks this quarter.Largest Holdings Microsoft $47,367,000Alphabet $44,037,000SPDR S&P 500 ETF Trust $40,596,000Walt Disney $35,008,000iShares MSCI ACWI ETF $32,600,000 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $9,958,000 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $7,532,000 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $4,693,000 Holding697435105 - Palo Alto Networks $2,832,000 Holding40049J206 - Grupo Televisa $2,291,000 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 197,700 shares (about $9.96M)Microsoft 16,371 shares (about $8.40M)EXXONMOBIL HOLDINGS CORP 46,282 shares (about $7.53M)Walt Disney 56,028 shares (about $5.88M)SPDR Dow Jones Industrial Average ETF Trust 9,229 shares (about $4.69M) Largest Sales this Quarter Tesla 20,075 shares (about $7.12M)Cisco Systems 10,450 shares (about $1.12M)ISHARES TR 8,969 shares (about $989.50K)JPMorgan Chase & Co. 2,769 shares (about $916.02K)Nuveen Quality Municipal Income Fund 43,245 shares (about $437.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGfs Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$47,367,000$8,396,625 ▲21.5%92,3525.1%TechnologyGOOGLAlphabet$44,037,000$2,834,870 ▲6.9%127,9854.7%Communication ServicesSPYSPDR S&P 500 ETF Trust$40,596,000$3,797,176 ▲10.3%53,2314.3%ETFDISWalt Disney$35,008,000$5,877,414 ▲20.2%333,7233.8%Communication ServicesACWIiShares MSCI ACWI ETF$32,600,000$2,252,103 ▲7.4%205,3333.5%ETFVWOVanguard FTSE Emerging Markets ETF$28,558,000$851,801 ▲3.1%481,5093.1%ETFEWJiShares MSCI Japan ETF$27,470,000$1,576,698 ▲6.1%281,8612.9%ETFIJRiShares Core S&P Small-Cap ETF$22,882,000$1,691,547 ▲8.0%168,1982.5%ETFBABAAlibaba Group$20,685,000$460,799 ▲2.3%192,3512.2%Consumer DiscretionaryUNHUnitedHealth Group$20,312,000$1,878,715 ▲10.2%55,3342.2%HealthcareVTIVanguard Total Stock Market ETF$20,060,000$746,622 ▲3.9%53,6012.1%ETFFDXFedEx$19,724,000$395,427 ▲2.0%69,1842.1%IndustrialsTSLATesla$18,793,000$7,122,996 ▼-27.5%52,9652.0%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$18,597,000$2,013,680 ▲12.1%89,3982.0%ETFIVViShares Core S&P 500 ETF$16,711,000$137,854 ▲0.8%21,8201.8%ETFIJHiShares Core S&P Mid-Cap ETF$15,857,000$1,016,826 ▲6.9%220,3831.7%ETFNFLXNetflix$15,559,000$3,254,852 ▲26.5%223,6201.7%Communication ServicesINTCIntel$14,807,000$297,686 ▲2.1%123,1571.6%TechnologyNVDANVIDIA$13,857,000$186,812 ▼-1.3%60,6761.5%TechnologyAAXJiShares MSCI All Country Asia ex Japan ETF$13,380,000$1,610,863 ▲13.7%114,9151.4%ETFVGKVanguard FTSE Europe ETF$13,050,000$298,149 ▲2.3%150,3501.4%ETFJNJJohnson & Johnson$12,794,000$567,863 ▲4.6%48,3271.4%HealthcareCVXChevron$12,761,000$1,030,282 ▲8.8%62,4871.4%EnergyNUNU$12,655,000$575,023 ▲4.8%999,5951.4%FinanceGOOGAlphabet$12,597,000$592,555 ▲4.9%36,9691.3%Communication ServicesMRKMerck & Co., Inc.$12,026,000$545,329 ▲4.7%82,7641.3%HealthcareMDYSPDR S&P MidCap 400 ETF Trust$11,611,000$1,628,600 ▲16.3%17,6811.2%ETFISHARES TR$10,945,000$989,504 ▼-8.3%99,2071.2%TRUST ISHARE 0-1FEZSPDR EURO STOXX 50 ETF$10,866,000$1,357,047 ▲14.3%161,4391.2%ETFWALMART INC$10,809,000$291,610 ▲2.8%104,0091.2%COMVOVanguard Mid-Cap ETF$10,562,000$280,754 ▲2.7%134,6801.1%ETFVXUSVanguard Total International Stock ETF$9,996,000$662,854 ▲7.1%117,6561.1%ETFJPSTJPMorgan Ultra-Short Income ETF$9,958,000$9,958,000 ▲New Holding197,7001.1%ETFPEPPepsiCo$9,834,000$1,615,619 ▲19.7%77,6011.1%Consumer StaplesMETAMeta Platforms$9,085,000$810,021 ▲9.8%12,5281.0%Communication ServicesBBVABanco Bilbao Vizcaya Argentaria$8,849,0000.0%317,5000.9%FinanceIAUiShares Gold Trust$7,786,000$402,428 ▲5.5%99,6980.8%ETFUNILEVER PLC$7,784,000$198,777 ▲2.6%128,1690.8%SPON ADR NEWEXXONMOBIL HOLDINGS CORP$7,532,000$7,532,000 ▲New Holding46,2820.8%COM SHSJPMJPMorgan Chase & Co.$7,045,000$916,022 ▼-11.5%21,2960.8%FinancePFEPfizer$6,754,000$439,011 ▲7.0%236,8300.7%HealthcareVUGVanguard Growth ETF$6,608,000$266,183 ▼-3.9%73,3330.7%ETFBSXBoston Scientific$6,532,000$3,871,356 ▲145.5%149,6350.7%HealthcareVBVanguard Small-Cap ETF$6,408,000$341,381 ▲5.6%22,5250.7%ETFVEUVanguard FTSE All-World ex-US ETF$6,399,000$625,845 ▲10.8%77,1240.7%ETFNKENIKE$6,261,000$1,246,168 ▲24.8%176,8620.7%Consumer DiscretionaryKHCKraft Heinz$6,190,000$107,919 ▲1.8%272,4500.7%Consumer StaplesBXMTBlackstone Mortgage Trust$5,501,000$672,233 ▲13.9%480,4750.6%FinanceIGViShares Expanded Tech-Software Sector ETF$5,493,000$62,287 ▼-1.1%51,5900.6%ETFPGProcter & Gamble$5,097,000$255,678 ▲5.3%35,0860.5%Consumer StaplesNADNuveen Quality Municipal Income Fund$4,883,000$437,671 ▼-8.2%482,4750.5%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,855,000$350,102 ▲7.8%31,2710.5%ETFSPACE EXPLORATION TECHN CORP$4,728,000$358,714 ▲8.2%31,3430.5%CLASS A COM STKDIASPDR Dow Jones Industrial Average ETF Trust$4,693,000$4,693,000 ▲New Holding9,2290.5%ETFXLEEnergy Select Sector SPDR Fund$4,650,000$596,548 ▲14.7%75,6100.5%ETFUDNInvesco DB US Dollar Index Bearish Fund$4,333,0000.0%242,2000.5%ETFVTVVanguard Value ETF$4,205,000$177,396 ▼-4.0%19,4610.5%ETFGLDSPDR Gold Shares$3,526,000$1,129,508 ▲47.1%9,2590.4%ETFSLViShares Silver Trust$3,380,000$328,386 ▲10.8%62,0140.4%ETFENERGY TRANSFER L P$3,375,0000.0%170,7000.4%COM UT LTD PTNCCitigroup$3,168,000$217,501 ▲7.4%24,4700.3%FinanceMUMicron Technology$3,071,000$370,693 ▼-10.8%2,8830.3%TechnologyISHARES BITCOIN TRUST ETF$3,014,000$82,573 ▲2.8%63,6580.3%SHS BEN INTSTWDStarwood Property Trust$2,899,000$130,797 ▲4.7%214,7700.3%FinancePANWPalo Alto Networks$2,832,000$2,832,000 ▲New Holding7,1290.3%TechnologyFEDEX FGHT HLDG CO INC$2,761,000$24,281 ▼-0.9%25,2440.3%COMMON STOCKJEPIJPMorgan Equity Premium Income ETF$2,568,0000.0%45,6800.3%ETFXBISPDR S&P Biotech ETF$2,476,000$76,148 ▲3.2%15,7050.3%ETFEPDEnterprise Products Partners$2,469,000$8,013 ▼-0.3%69,3250.3%EnergyADBEAdobe$2,459,000$3,119 ▼-0.1%10,2500.3%TechnologyIWDiShares Russell 1000 Value ETF$2,302,000$16,119 ▼-0.7%9,2830.2%ETFTVGrupo Televisa$2,291,000$2,291,000 ▲New Holding1,004,9400.2%Communication ServicesESGUiShares ESG Aware MSCI USA ETF$2,252,0000.0%13,5000.2%ETFWMWaste Management$2,234,000$109,100 ▲5.1%10,9550.2%IndustrialsVVisa$2,225,000$2,225,000 ▲New Holding6,1930.2%FinancePALANTIR TECHNOLOGIES INC$2,177,000$108,317 ▲5.2%11,6370.2%CL AGDXVanEck Gold Miners ETF$2,081,000$61,818 ▲3.1%23,6990.2%ETFAVGOBroadcom$1,982,000$1,982,000 ▲New Holding5,6450.2%TechnologyJ P MORGAN EXCHANGE TRADED F$1,932,0000.0%40,6000.2%MUNICIPAL ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$1,927,000$272,614 ▲16.5%54,7040.2%ETFSONOSonos$1,789,0000.0%100,0000.2%Consumer DiscretionaryPPAInvesco Aerospace & Defense ETF$1,785,000$164,803 ▲10.2%11,5460.2%ETFBXSLBlackstone Secured Lending Fund$1,716,0000.0%71,5500.2%FinanceBMYBristol Myers Squibb$1,650,000$16,849 ▼-1.0%26,4400.2%HealthcareVXFVanguard Extended Market ETF$1,596,000$94,755 ▼-5.6%6,8890.2%ETFBIZDVanEck BDC Income ETF$1,560,0000.0%121,0000.2%ETFDEMWisdomTree Emerging Markets High Dividend Fund$1,515,000$18,523 ▼-1.2%27,3990.2%ETFMELIMercadoLibre$1,502,000$1,502,000 ▲New Holding8690.2%Consumer DiscretionaryTMToyota Motor$1,500,000$1,465 ▲0.1%8,1930.2%Consumer DiscretionaryEWPiShares MSCI Spain ETF$1,480,0000.0%25,0000.2%ETFEPPiShares MSCI Pacific ex Japan ETF$1,442,000$66,046 ▲4.8%26,2000.2%ETFXLFFinancial Select Sector SPDR Fund$1,440,000$103,975 ▼-6.7%26,9650.2%ETFCSCOCisco Systems$1,432,000$1,124,889 ▼-44.0%13,3030.2%TechnologyORCLOracle$1,427,000$1,427,000 ▲New Holding10,3900.2%TechnologyTRGPTarga Resources$1,426,000$1,426,000 ▲New Holding5,2750.2%EnergyQCOMQualcomm$1,415,000$1,415,000 ▲New Holding7,6900.2%TechnologyBRAZIL POTASH CORP$1,326,000$831,166 ▲168.0%600,0000.1%COMMON SHARESCPNGCoupang$1,272,000$6,006 ▲0.5%91,7080.1%Consumer DiscretionaryLMTLockheed Martin$1,222,000$1,222,000 ▲New Holding2,4000.1%IndustrialsIJSiShares S&P Small-Cap 600 Value ETF$1,205,000$8,329 ▼-0.7%9,4040.1%ETFShowing largest 100 holdings. 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