Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PFW Advisors LLC (CIK 1989744) reported $343.0M across 124 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: KO ($36.8M, 10.72%), VMC ($31.6M, 9.22%), IWF ($31.5M, 9.18%), IWD ($26.6M, 7.77%), IWR ($19.8M, 5.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KO | COCA COLA CO | $36.8M | 10.72% | 452,660 | Trimmed |
| 2 | VMC | VULCAN MATLS CO | $31.6M | 9.22% | 107,154 | Trimmed |
| 3 | IWF | ISHARES TR | $31.5M | 9.18% | 253,707 | Added |
| 4 | IWD | ISHARES TR | $26.6M | 7.77% | 109,904 | Trimmed |
| 5 | IWR | ISHARES TR | $19.8M | 5.78% | 179,719 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $13.4M | 3.91% | 188,437 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $9.9M | 2.87% | 165,149 | Trimmed |
| 8 | WCPB | NORTHERN LTS FD TR II | $8.7M | 2.53% | 342,791 | Added |
| 9 | EEM | ISHARES TR | $8.2M | 2.39% | 119,596 | Trimmed |
| 10 | IWM | ISHARES TR | $7.4M | 2.15% | 24,589 | Trimmed |
| 11 | BLV | VANGUARD BD INDEX FDS | $6.9M | 2.01% | 99,799 | Added |
| 12 | AAPL | APPLE INC | $6.5M | 1.89% | 22,441 | Trimmed |
| 13 | MINT | PIMCO ETF TR | $6.3M | 1.83% | 62,249 | Added |
| 14 | VBIL | VANGUARD INSTL INDEX FD | $6.2M | 1.80% | 81,692 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $4.5M | 1.31% | 22,375 | Trimmed |
| 16 | EFA | ISHARES TR | $4.0M | 1.16% | 38,309 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $3.6M | 1.05% | 9,690 | Added |
| 18 | ACWI | ISHARES TR | $3.6M | 1.04% | 22,652 | Trimmed |
| 19 | LLY | ELI LILLY & CO | $3.2M | 0.94% | 2,695 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $3.2M | 0.92% | 12,424 | Trimmed |
| 21 | CSCO | CISCO SYS INC | $3.1M | 0.91% | 26,594 | Trimmed |
| 22 | V | VISA INC | $2.9M | 0.84% | 8,365 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $2.6M | 0.75% | 7,201 | Trimmed |
| 24 | NEE | NEXTERA ENERGY INC | $2.6M | 0.75% | 29,462 | Trimmed |
| 25 | MA | MASTERCARD INCORPORATED | $2.5M | 0.72% | 4,788 | Added |
Source: SEC Form 13F filings · as of 2026-06-30