StockDriftsStockDriftsTop 50 Pfw Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | 11.56% | 452.4K | $38.9M | -0.06%(-291) | $61.02(+53.09%) | 2026-09-30 | |
| IWF | ISHARES TR | 9.4% | 252.8K | $31.7M | -0.38%(-956) | $65.05(+88.49%) | 2026-09-30 | |
| IWD | ISHARES TR | 7.8% | 106.0K | $26.3M | -3.59%(-3.94K) | $154.27(+65.57%) | 2026-09-30 | |
| VMC | VULCAN MATLS CO | 7.78% | 107.2K | $26.2M | +0.00%(+1) | $197.79(+30.16%) | 2026-09-30 | |
| IWR | ISHARES TR | 5.64% | 178.0K | $19.0M | -0.96%(-1.72K) | $70.98(+52.62%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.95% | 188.6K | $13.3M | +0.08%(+156) | $48.19(+43.92%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.87% | 162.9K | $9.7M | -1.36%(-2.24K) | $41.16(+40.99%) | 2026-09-30 | |
| WCPB | NORTHERN LTS FD TR II | 2.54% | 352.8K | $8.5M | +2.93%(+10.03K) | $25.39(-3.85%) | 2026-09-30 | |
| EEM | ISHARES TR | 2.37% | 119.6K | $8.0M | -0.02%(-22) | $39.53(+60.14%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.24% | 22.6K | $7.5M | +0.81%(+181) | $167.14(+105.18%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.22% | +33.90% | — | — | +33.90% |
| Top 20 Holdings Unweighted | +9.46% | +31.16% | — | — | +31.16% |
Pfw Advisors LLC reports $336.77M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are KO (11.6%), IWF (9.4%) and IWD (7.8%). The top 20 holdings account for 70.36% of reported assets. Its disclosed equity book has returned +33.90% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pfw Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1989744). View Pfw Advisors LLC’s 13F filings on SEC