DOSSIER · 13F-HR · Q2 2026

PW ADVISORS, LLC \ FL

$150M in tracked AUM across 36 positions as of Q2 2026.

PA
CIK 0002095919 · last filed Jun 30, 2026
Total AUM
$150M
as of Q2 2026
Holdings
36
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

PW ADVISORS, LLC \ FL 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
AVUV
AMERICAN CENTY ETF TR
$21M170K14.2%
02
DFAC
DIMENSIONAL ETF TRUST
$21M478K14.2%
03
JMUB
J P MORGAN EXCHANGE TRADED F
$17M330K11.2%
04
MUNI
PIMCO ETF TR
$17M318K11.2%
05
IVV
ISHARES TR
$8M11K5.5%
06
IDEV
ISHARES TR
$8M91K5.4%
07
IJH
ISHARES TR
$7M96K5.0%
08
AVDV
AMERICAN CENTY ETF TR
$7M72K4.9%
09
AVEM
AMERICAN CENTY ETF TR
$7M72K4.7%
10
DFAT
DIMENSIONAL ETF TRUST
$4M55K2.6%

Filing history

2026Q2Jun 30
$150M 12.2%
36 positionsView →
2026Q1Mar 31
$133M 7.2%
35 positionsView →
2025Q4Dec 31
$125M
34 positionsView →