13F Insight
DOSSIER · 13F-HR · Q2 2026

PFW Advisors LLC

$343M in tracked AUM across 124 positions as of Q2 2026.

PA
CIK 0001989744 · last filed Jun 30, 2026
Total AUM
$343M
as of Q2 2026
Holdings
124
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PFW Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
KO
COCA COLA CO
$37M453K10.7%02
VMC
VULCAN MATLS CO
$32M107K9.2%03
IWF
ISHARES TR
$32M254K9.2%04
IWD
ISHARES TR
$27M110K7.8%05
IWR
ISHARES TR
$20M180K5.8%06
VEA
VANGUARD TAX-MANAGED FDS
$13M188K3.9%07
VWO
VANGUARD INTL EQUITY INDEX F
$10M165K2.9%08
WCPB
NORTHERN LTS FD TR II
$9M343K2.5%09
EEM
ISHARES TR
$8M120K2.4%10
IWM
ISHARES TR
$7M25K2.2%

Filing history

2026Q2Jun 30
$343M▲ 7.9%
124 positionsView →2026Q1Mar 31
$318M▼ 4.0%
118 positionsView →2025Q4Dec 31
$331M▼ 2.1%
121 positionsView →2025Q3Sep 30
$338M▲ 4.0%
129 positionsView →2025Q2Jun 30
$325M▲ 1.9%
125 positionsLocked2025Q1Mar 31
$319M▼ 1.9%
121 positionsLocked2024Q4Dec 31
$325M▲ 3.4%
125 positionsLocked2024Q2Jun 30
$314M▼ 3.9%
118 positionsLocked2024Q1Mar 31
$327M▲ 4.5%
123 positionsLocked2023Q4Dec 31
$313M▲ 10.5%
122 positionsLocked2023Q3Sep 30
$283M▼ 5.5%
117 positionsLocked2023Q2Jun 30
$300M▼ 9.3%
119 positionsLocked
Showing 12 of 13