Pfw Advisors LLC Portfolio Holdings

Pfw Advisors LLC

  • $331 Billion
  • Q4 2025

Pfw Advisors LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $331 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coca Cola CO with a value of $31.7B, Vulcan Materials CO with a value of $30.6B, Ishares Russell 1000 Gr ETF with a value of $30.4B, Ishares Russell 1000 Val ETF with a value of $24B, and Ishares Russell Mid Cap ETF with a value of $17.6B.

Examining the 13F form we can see an decrease of $7B in the current position value, from $338B to 331B.

Pfw Advisors LLC is based out at Atlanta, GA

Below you can find more details about Pfw Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $331 Billion
ETFs: $157 Billion
Consumer Defensive: $39.7 Billion
Basic Materials: $33.8 Billion
Technology: $24.8 Billion
Financial Services: $14.5 Billion
Healthcare: $13.6 Billion
Industrials: $12.1 Billion
Consumer Cyclical: $11.7 Billion
Other: $15.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$306B
$31.7 Billion 9.58% of portfolio
453,872
Q4 2025 Reduced 0.27%
$37.3B
$30.6 Billion 9.23% of portfolio
107,190
Q3 2025 Reduced 10.82%
$0
$30.4 Billion 9.19% of portfolio
64,270
Q4 2025 Reduced 1.48%
$0
$24 Billion 7.24% of portfolio
113,949
Q4 2025 Added 0.1%
$0
$17.6 Billion 5.3% of portfolio
182,434
Q4 2025 Added 0.17%
$0
$11.8 Billion 3.58% of portfolio
189,688
Q4 2025 Added 4.94%
$0
$9.03 Billion 2.73% of portfolio
167,983
Q4 2025 Added 0.9%
$0
$7.54 Billion 2.28% of portfolio
75,161
Q4 2025 Added 26.9%
$0
$7.06 Billion 2.13% of portfolio
129,078
Q4 2025 Reduced 6.49%
$0
$6.9 Billion 2.08% of portfolio
69,051
Q4 2025 Added 4.31%
$0
$6.61 Billion 2.0% of portfolio
26,856
Q4 2025 Reduced 2.46%
$0
$6.62 Billion 2.0% of portfolio
95,289
Q4 2025 Added 2.57%
$4.3T
$6.38 Billion 1.93% of portfolio
23,485
Q4 2025 Reduced 3.13%
$0
$6.02 Billion 1.82% of portfolio
129,289
Q4 2025 Added 0.29%
Vanguard Instl Index Fd
-
$4.85 Billion 1.47% of portfolio
-
Q4 2025 Reduced 6.44%
$0
$4.7 Billion 1.42% of portfolio
132,465
Q4 2025 Added 0.48%
$465B
$4.4 Billion 1.33% of portfolio
23,576
Q4 2025 Reduced 8.0%
$0
$3.78 Billion 1.14% of portfolio
39,335
Q4 2025 Reduced 3.5%
$0
$3.52 Billion 1.06% of portfolio
24,871
Q4 2025 Reduced 1.43%
$533B
$2.99 Billion 0.9% of portfolio
8,522
Q4 2025 Reduced 2.78%
$522B
$2.75 Billion 0.83% of portfolio
13,278
Q4 2025 Reduced 4.31%
$319B
$2.74 Billion 0.83% of portfolio
35,629
Q4 2025 Reduced 7.17%
$0
$2.71 Billion 0.82% of portfolio
9,329
Q4 2025 Reduced 0.77%
$75.4B
$2.53 Billion 0.77% of portfolio
19,098
Q4 2025 Reduced 5.02%
$168B
$2.52 Billion 0.76% of portfolio
31,433
Q4 2025 Reduced 2.98%
$228B
$2.4 Billion 0.73% of portfolio
19,187
Q4 2025 Reduced 3.45%
$84.9B
$2.42 Billion 0.73% of portfolio
14,951
Q4 2025 Reduced 6.75%
Blackrock Inc
-
$2.41 Billion 0.73% of portfolio
-
Q4 2025 Reduced 5.76%
$224B
$2.38 Billion 0.72% of portfolio
7,784
Q4 2025 Reduced 4.78%
$367B
$2.31 Billion 0.7% of portfolio
6,726
Q4 2025 Reduced 3.42%
$1.65T
$2.27 Billion 0.69% of portfolio
7,268
Q4 2025 Reduced 4.73%
$68.5B
$2.21 Billion 0.67% of portfolio
17,154
Q4 2025 Reduced 7.22%
$74.9B
$2.2 Billion 0.66% of portfolio
8,930
Q4 2025 Reduced 3.19%
$152B
$2.08 Billion 0.63% of portfolio
7,747
Q4 2025 Reduced 0.5%
$971B
$1.99 Billion 0.6% of portfolio
1,849
Q4 2025 Reduced 3.85%
$346B
$1.98 Billion 0.6% of portfolio
13,796
Q4 2025 Reduced 4.19%
$0
$1.92 Billion 0.58% of portfolio
19,247
Q4 2025 Reduced 0.25%
$40.4B
$1.86 Billion 0.56% of portfolio
16,537
Q4 2025 Reduced 0.03%
$23.9B
$1.82 Billion 0.55% of portfolio
13,971
Q4 2025 Reduced 0.52%
$76.2B
$1.79 Billion 0.54% of portfolio
33,344
Q4 2025 Added 1.98%
$404B
$1.76 Billion 0.53% of portfolio
2,041
Q4 2025 Reduced 5.25%
$279B
$1.69 Billion 0.51% of portfolio
15,196
Q4 2025 Reduced 9.95%
$2.39T
$1.67 Billion 0.5% of portfolio
7,240
Q4 2025 Reduced 6.88%
$97.3B
$1.56 Billion 0.47% of portfolio
18,569
Q4 2025 Reduced 13.59%
$881B
$1.52 Billion 0.46% of portfolio
4,714
Q4 2025 Reduced 3.56%
$118B
$1.41 Billion 0.43% of portfolio
5,213
Q4 2025 Reduced 7.31%
$0
$1.35 Billion 0.41% of portfolio
4,354
Q4 2025 Reduced 2.29%
Linde PLC
-
$1.35 Billion 0.41% of portfolio
-
Q4 2025 Reduced 4.97%
$55.6B
$1.32 Billion 0.4% of portfolio
10,519
Q4 2025 Reduced 8.56%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $331 Billion
  • Prior Value $338 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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