StockDriftsStockDriftsTop 50 PFW Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | 10.72% | 452.7K | $36.8M | -0.10%(-449) | $61.02(+42.25%) | 2026-06-30 | |
| VMC | VULCAN MATLS CO | 9.22% | 107.2K | $31.6M | -0.03%(-36) | $197.79(+45.39%) | 2026-06-30 | |
| IWF | ISHARES TR | 9.18% | 253.7K | $31.5M | -0.90%(-2.32K) | $64.45(+94.39%) | 2026-06-30 | |
| IWD | ISHARES TR | 7.77% | 109.9K | $26.6M | -1.00%(-1.11K) | $154.27(+67.53%) | 2026-06-30 | |
| IWR | ISHARES TR | 5.78% | 179.7K | $19.8M | -0.91%(-1.65K) | $70.98(+59.71%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.91% | 188.4K | $13.4M | -0.78%(-1.49K) | $48.17(+51.51%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.87% | 165.1K | $9.9M | -1.71%(-2.88K) | $41.16(+46.76%) | 2026-06-30 | |
| WCPB | NORTHERN LTS FD TR II | 2.53% | 342.8K | $8.7M | +3.03%(+10.07K) | $25.41(-1.22%) | 2026-06-30 | |
| EEM | ISHARES TR | 2.39% | 119.6K | $8.2M | -2.38%(-2.91K) | $39.53(+66.25%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.15% | 24.6K | $7.4M | -0.99%(-246) | $181.39(+66.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.08% |
PFW Advisors LLC reports $343.03M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are KO (10.7%), VMC (9.2%) and IWF (9.2%). The top 20 holdings account for 70.47% of reported assets. Its disclosed equity book has returned +34.97% cumulatively over 11 quarters. Figures reflect the Q2 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