Pfw Advisors LLC Portfolio Holdings

Pfw Advisors LLC

  • $338 Billion
  • Q3 2025

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
$118B
$1.38 Billion 0.41% of portfolio
5,624
Q3 2025 Added 2.25%
$73.7B
$1.4 Billion 0.41% of portfolio
5,109
Q3 2025 Reduced 2.98%
$0
$1.35 Billion 0.4% of portfolio
4,456
Q3 2025 Reduced 3.05%
$139B
$1.32 Billion 0.39% of portfolio
4,000
Q3 2025 Added 1.06%
$94.5B
$1.29 Billion 0.38% of portfolio
3,773
Q3 2025 Reduced 0.47%
$35B
$1.26 Billion 0.37% of portfolio
10,980
Q3 2025 Added 0.26%
$136B
$1.26 Billion 0.37% of portfolio
3,417
Q3 2025 Reduced 0.58%
$6.39B
$1.24 Billion 0.37% of portfolio
20,720
Q3 2025 Reduced 0.24%
$55.4B
$1.2 Billion 0.35% of portfolio
3,922
Q3 2025 Reduced 0.31%
$6.15B
$1.08 Billion 0.32% of portfolio
18,939
Q3 2025 Reduced 0.47%
$413B
$1.09 Billion 0.32% of portfolio
21,066
Q3 2025 Added 1.29%
$79.2B
$1.03 Billion 0.3% of portfolio
14,714
Q3 2025 Reduced 0.12%
$1.29T
$999 Million 0.3% of portfolio
2,247
Q3 2025 Reduced 2.73%
$72.4B
$1.03 Billion 0.3% of portfolio
2,879
Q2 2025 Reduced 0.21%
$1.74T
$1.02 Billion 0.3% of portfolio
4,187
Q3 2025 Added 0.24%
$183B
$976 Million 0.29% of portfolio
3,460
Q3 2025 Reduced 0.26%
$300B
$940 Million 0.28% of portfolio
2,722
Q3 2025 Added 17.63%
$57.5B
$961 Million 0.28% of portfolio
3,523
Q3 2025 Reduced 0.37%
$114B
$904 Million 0.27% of portfolio
7,898
Q3 2025 Reduced 0.5%
$317B
$928 Million 0.27% of portfolio
11,071
Q2 2025 Added 0.35%
$29.5B
$816 Million 0.24% of portfolio
1,257
Q1 2025 Reduced 17.25%
$35.1B
$803 Million 0.24% of portfolio
13,217
Q3 2025 Reduced 0.19%
$132B
$825 Million 0.24% of portfolio
3,919
Q3 2025 Reduced 0.23%
$0
$786 Million 0.23% of portfolio
15,700
Q3 2025 Added 31.39%
$22.8B
$780 Million 0.23% of portfolio
7,425
Q3 2025 Added 10.16%
$662B
$771 Million 0.23% of portfolio
1,533
Q3 2025 Added 14.57%
$0
$703 Million 0.21% of portfolio
14,578
Q3 2025 Reduced 1.21%
$16.4B
$707 Million 0.21% of portfolio
10,570
Q3 2025 Reduced 0.3%
$0
$667 Million 0.2% of portfolio
13,111
Q3 2025 Reduced 0.43%
$0
$619 Million 0.18% of portfolio
26,820
Q3 2025 Added 41.4%
$512B
$581 Million 0.17% of portfolio
1,022
Q3 2025 Added 6.46%
$98.6B
$588 Million 0.17% of portfolio
6,201
Q3 2025 Added 0.02%
$28.2B
$531 Million 0.16% of portfolio
26,295
Q2 2025 Added 1.2%
$7.09B
$497 Million 0.15% of portfolio
2,968
Q2 2024 Reduced 2.46%
$0
$506 Million 0.15% of portfolio
11,100
Q3 2025 Reduced 2.13%
$0
$515 Million 0.15% of portfolio
773
Q3 2025 Added 20.22%
$7.21B
$487 Million 0.14% of portfolio
1,249
Q2 2024 Added 0.08%
$49.1B
$487 Million 0.14% of portfolio
406
Q3 2025 Added 6.56%
$163B
$476 Million 0.14% of portfolio
662
Q3 2025 Added 1.85%
$328B
$455 Million 0.13% of portfolio
1,512
Q3 2025 Added 10.04%
$0
$436 Million 0.13% of portfolio
1,714
Q3 2025 Reduced 31.28%
$6.28B
$429 Million 0.13% of portfolio
3,124
Q2 2025 New
$9.51B
$422 Million 0.12% of portfolio
1,521
Q4 2023 Added 3.82%
$6.8B
$416 Million 0.12% of portfolio
8,473
Q2 2025 Reduced 0.77%
$0
$359 Million 0.11% of portfolio
2,465
Q3 2025 Reduced 8.67%
$181B
$369 Million 0.11% of portfolio
3,762
Q2 2025 Added 1.54%
$388B
$344 Million 0.1% of portfolio
2,127
Q3 2025 Reduced 0.23%
$92.7B
$354 Million 0.1% of portfolio
1,359
Q3 2025 Added 0.15%
$11.1B
$354 Million 0.1% of portfolio
1,728
Q2 2025 Added 0.06%

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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