StockDriftsStockDriftsTop 36 Pw Advisors LLC Fl Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 14.17% | 170.1K | $21.2M | +2.53%(+4.19K) | $101.92(+25.07%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 14.16% | 478.2K | $21.2M | +1.02%(+4.84K) | $39.11(+17.59%) | 2026-06-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 11.15% | 329.9K | $16.7M | +10.93%(+32.51K) | $50.45(-1.09%) | 2026-06-30 | |
| MUNI | PIMCO ETF TR | 11.15% | 317.6K | $16.7M | +10.78%(+30.92K) | $52.34(-0.87%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.5% | 11.0K | $8.2M | +3.33%(+355) | $676.03(+14.99%) | 2026-06-30 | |
| IDEV | ISHARES TR | 5.43% | 91.3K | $8.1M | +6.13%(+5.28K) | $81.80(+14.10%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.96% | 96.4K | $7.4M | +1.89%(+1.79K) | $65.87(+18.29%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.92% | 71.6K | $7.4M | +6.57%(+4.41K) | $92.22(+19.05%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 4.65% | 72.2K | $7.0M | +1.45%(+1.03K) | $76.46(+21.00%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.57% | 55.2K | $3.9M | -6.20%(-3.65K) | $58.88(+22.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.86% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.23% |
Pw Advisors LLC Fl reports $149.83M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (14.2%), DFAC (14.2%) and JMUB (11.2%). The top 20 holdings account for 94.15% of reported assets. Its disclosed equity book has returned +9.86% cumulatively over 2 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 Pw Advisors LLC Fl’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2095919). View Pw Advisors LLC Fl’s 13F filings on SEC