Institutions / PFW Advisors LLC
PFW Advisors LLC
CIK 1989744 · Institution · as of Dec 31, 2025
Portfolio value
$331.11M
Positions
121
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 121 →
| Company | Value | % of portfolio |
|---|---|---|
| Coca Cola Co | $31.73M | 9.6% |
| Vulcan Materials Co | $30.57M | 9.2% |
| iShares Tr | $30.42M | 9.2% |
| iShares Tr | $23.97M | 7.2% |
| iShares Tr | $17.56M | 5.3% |
| Vanguard Tax-Managed Fds | $11.85M | 3.6% |
| Vanguard Intl Equity Index F | $9.03M | 2.7% |
| PIMCO ETF Tr | $7.54M | 2.3% |
| iShares Tr | $7.06M | 2.1% |
| iShares Tr | $6.90M | 2.1% |
| Vanguard Bd Index Fds | $6.62M | 2.0% |
| iShares Tr | $6.61M | 2.0% |
| Apple Inc. | $6.38M | 1.9% |
| iShares Tr | $6.02M | 1.8% |
| Vanguard Instl Index Fd | $4.85M | 1.5% |
| PGIM ETF Tr | $4.70M | 1.4% |
| Microsoft Corp | $4.65M | 1.4% |
| NVIDIA Corp | $4.40M | 1.3% |
| iShares Tr | $3.78M | 1.1% |
| iShares Tr | $3.52M | 1.1% |
| Visa Inc | $2.99M | 0.9% |
| Johnson & Johnson | $2.75M | 0.8% |
| Cisco Systems, Inc. | $2.74M | 0.8% |
| Vanguard Index Fds | $2.71M | 0.8% |
| Emerson Electric Co | $2.53M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.