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Filers›Asset Manager›PFW Advisors LLC
DOSSIER · 13F-HR · Q1 2026

PFW Advisors LLC

PFW's asset manager based in Chicago, IL — $318M in tracked AUM across 118 positions as of Q1 2026.

P
PFW·Chicago, IL·Asset Manager
CIK 0001989744 · last filed Mar 31, 2026
Total AUM
$318M
▲ 17.1%
vs prior
Holdings
118
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PFW Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
KO
COCA COLA CO
$34M453K10.8%
02
VMC
VULCAN MATLS CO
$29M107K9.2%
03
IWF
ISHARES TR
$27M64K8.6%
04
IWD
ISHARES TR
$24M111K7.5%
05
IWR
ISHARES TR
$18M181K5.5%
06
VEA
VANGUARD TAX-MANAGED FDS
$12M190K3.8%
07
VWO
VANGUARD INTL EQUITY INDEX F
$9M168K2.9%
08
WCPB
NORTHERN LTS FD TR II
$8M333K2.6%
09
EEM
ISHARES TR
$7M123K2.2%
10
VBIL
VANGUARD INSTL INDEX FD
$7M91K2.2%

Filing history

Filing history loading…
AI Agent · grounded in PFW
haiku-4-5 · 118 positions indexed
Sector mix
  • Tech27%
  • Health Care19%
  • Cons. Disc.6%
  • Communications9%
  • Industrials8%
  • Energy44%
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