DOSSIER · 13F-HR · Q3 2026

PFW Advisors LLC

$337M in tracked AUM across 122 positions as of Q3 2026.

PA
CIK 0001989744 · last filed Sep 30, 2026
Total AUM
$337M
as of Q3 2026
Holdings
122
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

PFW Advisors LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
KO
COCA COLA CO
$39M452K11.6%
02
IWF
ISHARES TR
$32M253K9.4%
03
IWD
ISHARES TR
$26M106K7.8%
04
VMC
VULCAN MATLS CO
$26M107K7.8%
05
IWR
ISHARES TR
$19M178K5.6%
06
VEA
VANGUARD TAX-MANAGED FDS
$13M189K4.0%
07
VWO
VANGUARD INTL EQUITY INDEX F
$10M163K2.9%
08
WCPB
NORTHERN LTS FD TR II
$9M353K2.5%
09
EEM
ISHARES TR
$8M120K2.4%
10
AAPL
APPLE INC
$8M23K2.2%

Filing history

2026Q3Sep 30
$337M▼ 1.8%
122 positionsView →
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 positionsLocked
2025Q2Jun 30
$325M▲ 1.9%
125 positionsLocked
2025Q1Mar 31
$319M▼ 1.9%
121 positionsLocked
2024Q4Dec 31
$325M▲ 3.4%
125 positionsLocked
2024Q2Jun 30
$314M▼ 3.9%
118 positionsLocked
2024Q1Mar 31
$327M▲ 4.5%
123 positionsLocked
2023Q4Dec 31
$313M▲ 10.5%
122 positionsLocked
2023Q3Sep 30
$283M▼ 5.5%
117 positionsLocked
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