StockDrifts LogoStockDrifts

Pw Advisors, Llc \ Fl

Portfolio Manager
Pw Advisors, Llc \ Fl
Performance
+1.22% (2026 Q1)
AUM (13F)
$133.49M
# of Holdings
35
Performance Rank
Allocation (Top 20)
93.56%

Pw Advisors, Llc \ Fl Holdings Map

Top 35 Pw Advisors, Llc \ Fl Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
13.78%473.4K$18.4M
+7.84%(+34.40K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 439.0K shares2026-Q1: 473.4K shares
$39.09(+10.56%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
13.73%166.0K$18.3M
+17.02%(+24.14K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 141.8K shares2026-Q1: 166.0K shares
$101.55(+16.01%)
2026-03-31
MUNI
PIMCO ETF TR
11.21%286.7K$15.0M
+7.80%(+20.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 266.0K shares2026-Q1: 286.7K shares
$52.34(-0.18%)
2026-03-31
JMUB
J P MORGAN EXCHANGE TRADED F
11.14%297.4K$14.9M
+10.08%(+27.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 270.1K shares2026-Q1: 297.4K shares
$50.46(-0.48%)
2026-03-31
IDEV
ISHARES TR
5.39%86.1K$7.2M
+19.45%(+14.02K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 72.1K shares2026-Q1: 86.1K shares
$81.60(+9.73%)
2026-03-31
IVV
ISHARES TR
5.21%10.7K$7.0M
+25.21%(+2.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.5K shares2026-Q1: 10.7K shares
$675.50(+10.40%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
5.02%67.1K$6.7M
+4.22%(+2.72K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 64.4K shares2026-Q1: 67.1K shares
$91.72(+20.01%)
2026-03-31
IJH
ISHARES TR
4.79%94.7K$6.4M
+13.44%(+11.21K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 83.4K shares2026-Q1: 94.7K shares
$65.76(+11.20%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
4.3%71.2K$5.7M
+9.39%(+6.11K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 65.1K shares2026-Q1: 71.2K shares
$76.30(+24.35%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
2.75%58.8K$3.7M
-5.14%(-3.19K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 62.0K shares2026-Q1: 58.8K shares
$58.88(+11.83%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Pw Advisors, Llc \ Fl, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all