PW ADVISORS, LLC \ FL
PW ADVISORS, LLC \ FL reported 36 positions worth $149.8M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: AVUV (14.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUV | SH | $21.2M | 14.17% | 170,148 | — | — | |
| ▸ 2 | DFAC | SH | $21.2M | 14.16% | 478,235 | — | — | |
| ▸ 3 | JMUB | SH | $16.7M | 11.15% | 329,861 | — | — | |
| ▸ 4 | MUNI | SH | $16.7M | 11.15% | 317,618 | — | — | |
| ▸ 5 | IVV | SH | $8.2M | 5.50% | 11,007 | — | — | |
| ▸ 6 | IDEV | SH | $8.1M | 5.43% | 91,347 | — | — | |
| ▸ 7 | IJH | SH | $7.4M | 4.96% | 96,446 | — | — | |
| ▸ 8 | AVDV | SH | $7.4M | 4.92% | 71,554 | — | — | |
| ▸ 9 | AVEM | SH | $7.0M | 4.65% | 72,212 | — | — | |
| ▸ 10 | DFAT | SH | $3.9M | 2.57% | 55,190 | — | — |
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Frequently Asked Questions
What stocks does PW ADVISORS, LLC \ FL hold as of Q2 2026?
PW ADVISORS, LLC \ FL reported 36 positions worth $149.8M in its Q2 2026 13F filing. Largest positions: AVUV (14.2%), DFAC (14.2%), JMUB (11.2%), MUNI (11.2%) and IVV (5.5%).
What did PW ADVISORS, LLC \ FL buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PW ADVISORS, LLC \ FL 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.