Pfw Advisors LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $338 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vulcan Materials CO with a value of $33B, Ishares Russell 1000 Gr ETF with a value of $30.6B, Coca Cola CO with a value of $30.2B, Ishares Russell 1000 Val ETF with a value of $23.2B, and Ishares Russell Mid Cap ETF with a value of $17.6B.

Examining the 13F form we can see an increase of $13B in the current position value, from $325B to 338B.

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 $338 Billion
ETFs: $154 Billion
Consumer Defensive: $38.9 Billion
Basic Materials: $36.6 Billion
Technology: $26.2 Billion
Financial Services: $15.1 Billion
Industrials: $14.4 Billion
Consumer Cyclical: $13.4 Billion
Healthcare: $12.6 Billion
Other: $17.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $338 Billion
  • Prior Value $325 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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