PFW Advisors LLC

CIK: 0001989744SEC EDGAR →

Portfolio Value

$331.1M

Holdings

121

As of

Q4 2025

New Positions

4

Closed Positions

12

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

COCA COLA CO

453,872$31.7M
9.58%
2

VULCAN MATLS CO

107,190$30.6M
9.23%
3

ISHARES TR

64,270$30.4M
9.19%
4

ISHARES TR

113,949$24.0M
7.24%
5

ISHARES TR

182,434$17.6M
5.30%
6

VANGUARD TAX-MANAGED FDS

189,688$11.8M
3.58%
7

VANGUARD INTL EQUITY INDEX F

167,983$9.0M
2.73%
8

PIMCO ETF TR

75,161$7.5M
2.28%
9

ISHARES TR

129,078$7.1M
2.13%
10

ISHARES TR

69,051$6.9M
2.08%

Quarterly Changes

Top Buys

MINT↑ Increased
$1.6M
VEA↑ Increased
$1.0M
IWD↑ Increased
$792K
ABGNEW
$653K
JMST↑ Increased
$290K

Top Sells

CMCSACLOSED
$1.6M
KO↓ Decreased
$1.5M
PHCLOSED
$933K
LLY↓ Decreased
$520K
HD↓ Decreased
$508K

New Positions (4)

$653K · 2K shares
$259K · 3K shares
$204K · 450 shares
$200K · 1K shares

Closed Positions (12)

$1.6M · 52K shares
$933K · 1K shares
$273K · 2K shares
$256K · 3K shares
$233K · 1K shares
$228K · 983 shares
$215K · 1K shares
$214K · 233 shares
$210K · 597 shares
$206K · 738 shares
$201K · 7K shares
$70K · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services45$178.0M53.8%
Consumer Defensive5$39.0M11.8%
Basic Materials5$34.8M10.5%
Technology13$24.8M7.5%
Healthcare10$12.8M3.9%
Industrials13$12.5M3.8%
Consumer Cyclical12$12.0M3.6%
Communication Services4$5.0M1.5%
Utilities4$4.4M1.3%
Unknown5$3.4M1.0%
Energy3$2.6M0.8%
Real Estate2$1.8M0.5%