PFW Advisors LLC

CIK 0001989744 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

PFW Advisors LLC reported 124 positions worth $343.0M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: KO (10.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$343.0M
2026 Q2
Positions
124
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.5%
Est. Net Flow (Q)
2026 Q2
10 / 124 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1KOCOCA COLA COSH$36.8M10.72%452,660
2VMCVULCAN MATLS COSH$31.6M9.22%107,154
3IWFISHARES TRSH$31.5M9.18%253,707
4IWDISHARES TRSH$26.6M7.77%109,904
5IWRISHARES TRSH$19.8M5.78%179,719
6VEAVANGUARD TAX-MANAGED FDSSH$13.4M3.91%188,437
7VWOVANGUARD INTL EQUITY INDEX FSH$9.9M2.87%165,149
8WCPBNORTHERN LTS FD TR IISH$8.7M2.53%342,791
9EEMISHARES TRSH$8.2M2.39%119,596
10IWMISHARES TRSH$7.4M2.15%24,589

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PFW Advisors LLC hold as of Q2 2026?

PFW Advisors LLC reported 124 positions worth $343.0M in its Q2 2026 13F filing. Largest positions: KO (10.7%), VMC (9.2%), IWF (9.2%), IWD (7.8%) and IWR (5.8%).

What did PFW Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PFW Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.