PFW Advisors LLC
Sector Allocation
- Other48.0%$161.6M
- Consumer Staples13.9%$46.7M
- Technology11.8%$39.7M
- Materials8.9%$30.1M
- Financials5.8%$19.6M
- Healthcare4.1%$13.8M
- Consumer Discretionary2.4%$8.2M
- Industrials2.2%$7.3M
- Utilities1.6%$5.5M
- Real Estate0.8%$2.8M
AUM History
13fpro.ai/research/fund/pfw-advisors-llc-1989744
Conviction and streaks
Stable · top 10 = 56.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
KO
$38.9M- ISHARES$31.7M
- ISHARES$26.3M
VMC
$26.2M- ISHARES$19.0M
- VANGUARD$13.3M
- VANGUARD$9.7M
- NORTHERN$8.5M
- ISHARES$8.0M
AAPL
$7.5M- ISHARES$6.7M
- VANGUARD$6.5M
- PIMCO$6.3M
NVDA
$5.2MMSFT
$5.1M- VANGUARD$4.3M
- ISHARES$3.9M
- ISHARES$3.4M
JNJ
$3.3MLLY
$3.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pfw-advisors-llc-1989744
PFW Advisors LLC 13F holdings — Q3 2026
$336.8M portfolio (-1.8% QoQ) · 122 holdings · Q3 2026 13F · top 10 are 56% of the stock portfolio
$38.9M
11.6% of stocks
-0.1%This quarter+8.0%Since filed8+ qtrsHeld- 2
ISHARES TR - RUS 1000 GRW ETF
$31.7M
9.4% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUS 1000 VAL ETF
$26.3M
7.8% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $26.2M
7.8% of stocks
+0.0%This quarter+7.1%Since filed8+ qtrsHeld- 5
ISHARES TR - RUS MID CAP ETF
$19.0M
5.6% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$13.3M
4.0% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$9.7M
2.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
NORTHERN LTS FD TR II - WEITZ CORE PLUS
$8.5M
2.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - MSCI EMG MKT ETF
$8.0M
2.4% of stocks
-0.0%This quarter—Since filed—HeldAIQuality—Est. buy— $7.5M
2.2% of stocks
+0.8%This quarter+2.1%Since filed8+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $38.9M | 11.6% | -0.1% | +8.0% | 8+ qtrs | 70.4#205 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES TR - RUS 1000 GRW ETF | $31.7M | 9.4% | -0.4% | — | — | — | — | |
| 3 | ISHARES TR - RUS 1000 VAL ETF | $26.3M | 7.8% | -4% | — | — | — | — | |
| 4 | $26.2M | 7.8% | +0.0% | +7.1% | 8+ qtrs | 63.5#611 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - RUS MID CAP ETF | $19.0M | 5.6% | -1.0% | — | — | — | — | |
| 6 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $13.3M | 4.0% | +0.1% | — | — | — | — | |
| 7 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.7M | 2.9% | -1% | — | — | — | — | |
| 8 | NORTHERN LTS FD TR II - WEITZ CORE PLUS | $8.5M | 2.5% | +3% | — | — | — | — | |
| 9 | ISHARES TR - MSCI EMG MKT ETF | $8.0M | 2.4% | -0.0% | — | — | — | — | |
| 10 | $7.5M | 2.2% | +0.8% | +2.1% | 8+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — PFW Advisors LLC (Q3 2026)
122 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $6.7M | 2.0% | 24K | -1% | — | — | 13F |
| 12 | — | VANGUARD BD INDEX FDS - LONG TERM BONDnote | — | $6.5M | 1.9% | 104K | +4% | — | — | 13F |
| 13 | — | PIMCO ETF TR - ENHAN SHRT MA ACetf/fund | — | $6.3M | 1.9% | 63K | +0.6% | — | — | 13F |
| 14 | NVIDIA CORP | Technology | $5.2M | 1.6% | 23K | +2% | 8+ qtrs | 86.0 | 13F | |
| 15 | MICROSOFT CORP | Technology | $5.1M | 1.5% | 9,991 | +3% | 8+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 16 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETFetf/fund | — | $4.3M | 1.3% | 56K | -31% | — | — | 13F |
| 17 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $3.9M | 1.2% | 38K | -2% | — | — | 13F |
| 18 | — | ISHARES TR - MSCI ACWI ETFetf/fund | — | $3.4M | 1.0% | 21K | -6% | — | — | 13F |
| 19 | JOHNSON & JOHNSON | Healthcare | $3.3M | 1.0% | 12K | +0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ELI LILLY & Co | Healthcare | $3.1M | 0.9% | 2,692 | -0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | VISA INC. | Financials | $3.0M | 0.9% | 8,402 | +0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CISCO SYSTEMS, INC. | Technology | $2.9M | 0.8% | 27K | +0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Broadcom Inc. | Technology | $2.8M | 0.8% | 8,036 | +34% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Mastercard Inc | Financials | $2.6M | 0.8% | 4,770 | -0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Alphabet Inc. | Technology | $2.5M | 0.7% | 7,226 | +0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BLK | BlackRock, Inc. | Financials | $2.3M | 0.7% | 2,179 | -0.3% | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $2.3M | 0.7% | 29K | -1% | |||
| 28 | — | PGIM ETF TR - ACTV HY BD ETF | — | $2.3M | 0.7% | 68K | +1% | |||
| 29 | $ICE | Intercontinental Exchange, Inc. | Financials | $2.2M | 0.7% | 15K | -0.0% | |||
| 30 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.2M | 0.7% | 8,612 | -0.5% | |||
| 31 | $NEE | NEXTERA ENERGY INC | Utilities | $2.2M | 0.7% | 29K | -1% | |||
| 32 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.1M | 0.6% | 21K | +1% | |||
| 33 | $ACN | Accenture plc | Technology | $2.1M | 0.6% | 11K | +13% | |||
| 34 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $2.1M | 0.6% | 18K | -4% | |||
| 35 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $2.0M | 0.6% | 39K | +71% | |||
| 36 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.0M | 0.6% | 14K | +0.4% | |||
| 37 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.9M | 0.6% | 34K | +0.1% | |||
| 38 | $SPGI | S&P Global Inc. | Financials | $1.9M | 0.6% | 4,874 | +0.0% | |||
| 39 | $PAYX | PAYCHEX INC | Technology | $1.8M | 0.5% | 19K | -0.4% | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.8M | 0.5% | 1,993 | -0.4% | |||
| 41 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.8M | 0.5% | 6,346 | -1% | |||
| 42 | $AWK | American Water Works Company, Inc. | Utilities | $1.8M | 0.5% | 14K | -0.4% | |||
| 43 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.8M | 0.5% | 7,698 | +0.5% | |||
| 44 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.7M | 0.5% | 6,988 | +0.7% | |||
| 45 | $ADI | ANALOG DEVICES INC | Technology | $1.6M | 0.5% | 3,913 | -0.2% | |||
| 46 | $JPM | JPMORGAN CHASE & CO | Financials | $1.6M | 0.5% | 4,689 | +0.5% | |||
| 47 | $LIN | LINDE PLC | Materials | $1.5M | 0.4% | 3,083 | — | |||
| 48 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | — | $1.4M | 0.4% | 4,144 | -2% | |||
| 49 | $AMGN | AMGEN INC | Healthcare | $1.3M | 0.4% | 3,188 | -0.6% | |||
| 50 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.4% | 3,882 | -1.0% | |||
| 51 | $META | Meta Platforms, Inc. | Technology | $1.3M | 0.4% | 1,814 | +5% | |||
| 52 | $ECL | ECOLAB INC. | Materials | $1.3M | 0.4% | 4,674 | -0.1% | |||
| 53 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.4% | 12K | -0.5% | |||
| 54 | $ZTS | Zoetis Inc. | Healthcare | $1.2M | 0.3% | 17K | +240% | |||
| 55 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.2M | 0.3% | 3,470 | -0.4% | |||
| 56 | $CBSH | COMMERCE BANCSHARES INC /MO/ | Financials | $1.2M | 0.3% | 21K | -0.2% | |||
| 57 | $FRT | FEDERAL REALTY INVESTMENT TRUST | Real Estate | $1.1M | 0.3% | 11K | -0.4% | |||
| 58 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.1M | 0.3% | 1,721 | +3% | |||
| 59 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.0M | 0.3% | 10K | -0.2% | |||
| 60 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.0M | 0.3% | 19K | +0.4% | |||
| 61 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $1.0M | 0.3% | 6,257 | +0.6% | |||
| 62 | $PLD | Prologis, Inc. | Real Estate | $968K | 0.3% | 7,453 | -0.0% | |||
| 63 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $953K | 0.3% | 2,597 | +0.7% | |||
| 64 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $874K | 0.3% | 11K | +1% | |||
| 65 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | — | $860K | 0.3% | 12K | New | |||
| 66 | $SYK | STRYKER CORP | Healthcare | $854K | 0.3% | 3,100 | -0.1% | |||
| 67 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $836K | 0.3% | 3,532 | -0.7% | |||
| 68 | $COR | Cencora, Inc. | Consumer Staples | $811K | 0.2% | 2,700 | +29% | |||
| 69 | $AON | Aon plc | Financials | $800K | 0.2% | 2,890 | +0.2% | |||
| 70 | $PPG | PPG INDUSTRIES INC | Materials | $777K | 0.2% | 7,452 | -0.4% | |||
| 71 | $TSLA | Tesla, Inc. | Consumer Discretionary | $723K | 0.2% | 2,037 | +1% | |||
| 72 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $691K | 0.2% | 15K | New | |||
| 73 | $O | REALTY INCOME CORP | Real Estate | $689K | 0.2% | 13K | -0.2% | |||
| 74 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $669K | 0.2% | 4,109 | +0.6% | |||
| 75 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $659K | 0.2% | 1,323 | -4% | |||
| 76 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $584K | 0.2% | 19K | +105% | |||
| 77 | $RBC | RBC Bearings INC | Industrials | $539K | 0.2% | 1,079 | -5% | |||
| 78 | $PNFP | Pinnacle Financial Partners, Inc. | Financials | $518K | 0.1% | 5,536 | — | |||
| 79 | $SO | SOUTHERN CO | Utilities | $488K | 0.1% | 5,889 | -3% | |||
| 80 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $488K | 0.1% | 1,714 | — | |||
| 81 | $INTU | INTUIT INC. | Technology | $479K | 0.1% | 1,736 | New | |||
| 82 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $471K | 0.1% | 1,323 | +0.6% | |||
| 83 | — | VANGUARD WORLD FD - INF TECH ETF | — | $470K | 0.1% | 3,736 | +0.1% | |||
| 84 | $SNDK | Sandisk Corp | Technology | $456K | 0.1% | 262 | +4% | |||
| 85 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $442K | 0.1% | 1,669 | +307% | |||
| 86 | $GE | GENERAL ELECTRIC CO | Industrials | $434K | 0.1% | 1,391 | +1% | |||
| 87 | $SPY | SPDR S&P 500 ETF TRUST | — | $416K | 0.1% | 545 | -15% | |||
| 88 | $EME | EMCOR Group, Inc. | Industrials | $414K | 0.1% | 549 | -6% | |||
| 89 | — | ISHARES TR - CORE S&P TTL STK | — | $410K | 0.1% | 2,465 | — | |||
| 90 | $SAN | Banco Santander, S.A. | Financials | $378K | 0.1% | 27K | -16% | |||
| 91 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $359K | 0.1% | 2,101 | -12% | |||
| 92 | $AU | AngloGold Ashanti PLC | Materials | $347K | 0.1% | 3,694 | -32% | |||
| 93 | $PRI | Primerica, Inc. | Financials | $344K | 0.1% | 1,263 | -17% | |||
| 94 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $331K | 0.1% | 2,036 | +3% | |||
| 95 | $GEV | GE Vernova Inc. | Industrials | $329K | 0.1% | 346 | +1% | |||
| 96 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $328K | 0.1% | 927 | -19% | |||
| 97 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $319K | 0.1% | 700 | +2% | |||
| 98 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $287K | 0.1% | 561 | +6% | |||
| 99 | $MANH | MANHATTAN ASSOCIATES INC | Technology | $284K | 0.1% | 1,427 | New | |||
| 100 | $CAT | CATERPILLAR INC | Industrials | $282K | 0.1% | 348 | +5% | |||
| 101 | $MU | MICRON TECHNOLOGY INC | Technology | $267K | 0.1% | 251 | +42% | |||
| 102 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $261K | 0.1% | 2,853 | -47% | |||
| 103 | $NFLX | NETFLIX INC | Communication Services | $256K | 0.1% | 3,683 | +6% | |||
| 104 | $THC | TENET HEALTHCARE CORP | Healthcare | $252K | 0.1% | 985 | New | |||
| 105 | $ASML | ASML HOLDING NV | Technology | $243K | 0.1% | 134 | New | |||
| 106 | $ABBV | AbbVie Inc. | Healthcare | $240K | 0.1% | 917 | +5% | |||
| 107 | $COP | CONOCOPHILLIPS | Energy | $234K | 0.1% | 1,867 | New | |||
| 108 | $TFC | TRUIST FINANCIAL CORP | Financials | $230K | 0.1% | 4,975 | +0.2% | |||
| 109 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $229K | 0.1% | 438 | -0.2% | |||
| 110 | $GGG | GRACO INC | Industrials | $228K | 0.1% | 2,961 | +0.9% | |||
| 111 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $225K | 0.1% | 130 | — | |||
| 112 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $222K | 0.1% | 2,595 | — | |||
| 113 | $PLTR | Palantir Technologies Inc. | Technology | $216K | 0.1% | 1,157 | New | |||
| 114 | $PRIM | Primoris Services Corp | Energy | $212K | 0.1% | 2,842 | — | |||
| 115 | $CVX | CHEVRON CORP | Energy | $210K | 0.1% | 1,030 | New | |||
| 116 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $210K | 0.1% | 4,172 | New | |||
| 117 | $ONTO | ONTO INNOVATION INC. | Technology | $209K | 0.1% | 679 | +0.4% | |||
| 118 | $LRCX | LAM RESEARCH CORP | Technology | $209K | 0.1% | 635 | +3% | |||
| 119 | $NVS | NOVARTIS AG | Healthcare | $208K | 0.1% | 1,457 | -0.5% | |||
| 120 | $UBER | Uber Technologies, Inc | Technology | $206K | 0.1% | 3,014 | +3% | |||
| 121 | $SHEL | Shell plc | Energy | $202K | 0.1% | 2,125 | -19% | |||
| 122 | — | ISHARES TR - CORE 60 BALA ETF | — | $202K | 0.1% | 2,941 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 53 added to, 51 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
- VANGUARD MUN BD FDS - SHORT TAX EXEMPT$860K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF$691K
first bought this quarter
$INTUINTUIT INC.$479K
first bought this quarter
$MANHMANHATTAN ASSOCIATES INC$284K
first bought this quarter
$THCTENET HEALTHCARE CORP$252K
first bought this quarter
$ASMLASML HOLDING NV$243K
first bought this quarter
+5 more in the Excel export
Added to (53)
$ZTSZoetis Inc.+240%
now $1.2M · held 8+ qtrs
- J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL+71%
now $2.0M
$AVGOBroadcom Inc.+34%
now $2.8M · held 8+ qtrs
$CRWDCrowdStrike Holdings, Inc.+307%
now $442K · held 2 qtrs, 2 adds in a row
$TSCOTRACTOR SUPPLY CO /DE/+105%
now $584K · held 8+ qtrs
- VANGUARD BD INDEX FDS - LONG TERM BOND+4%
now $6.5M
+47 more in the Excel export
Trimmed (51)
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF-31%
now $4.3M
- ISHARES TR - RUS 1000 VAL ETF-4%
now $26.3M
- SPDR SERIES TRUST - ST STR BLO 1 ETF-47%
now $261K
- ISHARES TR - MSCI ACWI ETF-6%
now $3.4M
- ISHARES TR - RUS MID CAP ETF-1.0%
now $19.0M
$AUAngloGold Ashanti PLC-32%
now $347K · held 2 qtrs
+45 more in the Excel export
Holdings by quarter
Every 13F PFW Advisors LLC has filed, 13 earlier quarters. Pick one to see what it held then.
Is it too late to follow PFW Advisors?
Q3 2026 13F filed with the SEC on Oct 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PFW Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+4.9%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 13% over the last 4
Top 10 weight
56%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PFW Advisors LLC disclosed 122 positions worth $336.8M in its Form 13F-HR for Q3 2026, led by $KO (COCA COLA CO) at 11.6% of the equity portfolio. During the quarter the fund opened 11 new positions and exited 13 and a full exit from $NKE. The portfolio is most concentrated in Other (48.0% of disclosed assets). All figures are sourced directly from PFW Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1989744.
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AI-Powered Hedge Fund Analysis: PFW Advisors LLC
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Every holding in PFW Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.