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 $317.9M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KO ($34.5M, 10.84%), VMC ($29.2M, 9.18%), IWF ($27.3M, 8.58%), IWD ($23.7M, 7.46%), IWR ($17.6M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KO | COCA COLA CO | $34.5M | 10.84% | 453,109 | Trimmed |
| 2 | VMC | VULCAN MATLS CO | $29.2M | 9.18% | 107,190 | Hold |
| 3 | IWF | ISHARES TR | $27.3M | 8.58% | 64,006 | Trimmed |
| 4 | IWD | ISHARES TR | $23.7M | 7.46% | 111,015 | Trimmed |
| 5 | IWR | ISHARES TR | $17.6M | 5.55% | 181,368 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $12.2M | 3.83% | 189,923 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $9.1M | 2.86% | 168,028 | Added |
| 8 | HDPMX | NORTHERN LTS FD TR II | $8.4M | 2.65% | 332,721 | New |
| 9 | EEM | ISHARES TR | $7.0M | 2.19% | 122,506 | Trimmed |
| 10 | VBIL | VANGUARD INSTL INDEX FD | $6.9M | 2.18% | 91,463 | Added |
| 11 | BLV | VANGUARD BD INDEX FDS | $6.7M | 2.10% | 97,243 | Added |
| 12 | IWM | ISHARES TR | $6.2M | 1.94% | 24,835 | Trimmed |
| 13 | MINT | PIMCO ETF TR | $6.1M | 1.93% | 61,077 | Trimmed |
| 14 | AAPL | APPLE INC | $6.0M | 1.87% | 23,475 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $4.1M | 1.30% | 23,700 | Added |
| 16 | EFA | ISHARES TR | $3.8M | 1.20% | 39,328 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $3.2M | 1.01% | 8,636 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $3.2M | 1.01% | 13,104 | Trimmed |
| 19 | ACWI | ISHARES TR | $3.2M | 1.00% | 22,968 | Trimmed |
| 20 | PSX | PHILLIPS 66 | $3.1M | 0.96% | 16,771 | Trimmed |
| 21 | NEE | NEXTERA ENERGY INC | $2.9M | 0.92% | 31,399 | Trimmed |
| 22 | CSCO | CISCO SYS INC | $2.8M | 0.87% | 35,475 | Trimmed |
| 23 | V | VISA INC | $2.6M | 0.82% | 8,611 | Added |
| 24 | MCD | MCDONALDS CORP | $2.4M | 0.76% | 7,791 | Added |
| 25 | ICE | INTERCONTINENTAL EXCHANGE IN | $2.3M | 0.74% | 14,936 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31