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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.3B
$33 Billion 9.75% of portfolio
107,190
Q3 2025 Reduced 10.82%
$306B
$30.2 Billion 8.93% of portfolio
455,081
Q3 2025 Reduced 0.18%
$4.3T
$6.17 Billion 1.83% of portfolio
24,245
Q3 2025 Added 6.38%
$465B
$4.78 Billion 1.41% of portfolio
25,626
Q3 2025 Added 4.93%
$3.78T
$4.63 Billion 1.37% of portfolio
8,947
Q3 2025 Added 2.79%
$533B
$2.99 Billion 0.89% of portfolio
8,766
Q3 2025 Added 2.73%
$367B
$2.82 Billion 0.83% of portfolio
6,964
Q3 2025 Added 4.08%
$84.9B
$2.7 Billion 0.8% of portfolio
16,033
Q3 2025 Added 1.26%
$228B
$2.66 Billion 0.79% of portfolio
19,872
Q3 2025 Reduced 0.41%
$319B
$2.63 Billion 0.78% of portfolio
38,379
Q3 2025 Reduced 0.61%
$75.4B
$2.64 Billion 0.78% of portfolio
20,108
Q3 2025 Reduced 0.48%
$522B
$2.57 Billion 0.76% of portfolio
13,876
Q3 2025 Reduced 0.4%
$68.5B
$2.51 Billion 0.74% of portfolio
18,488
Q3 2025 Reduced 0.37%
$224B
$2.48 Billion 0.73% of portfolio
8,175
Q3 2025 Reduced 0.66%
$168B
$2.45 Billion 0.72% of portfolio
32,397
Q3 2025 Reduced 0.25%
$74.9B
$2.41 Billion 0.71% of portfolio
9,224
Q3 2025 Reduced 0.33%
$40.4B
$2.1 Billion 0.62% of portfolio
16,542
Q3 2025 Reduced 0.3%
$76.2B
$2.04 Billion 0.6% of portfolio
32,696
Q3 2025 Reduced 0.04%
$404B
$1.99 Billion 0.59% of portfolio
2,154
Q3 2025 Added 4.26%
$23.9B
$1.95 Billion 0.58% of portfolio
14,044
Q3 2025 Reduced 0.23%
$152B
$1.92 Billion 0.57% of portfolio
7,786
Q3 2025 Added 2.61%
$1.65T
$1.85 Billion 0.55% of portfolio
7,629
Q3 2025 Added 12.64%
$97.3B
$1.82 Billion 0.54% of portfolio
21,490
Q3 2025 Added 1.33%
$279B
$1.74 Billion 0.51% of portfolio
16,876
Q3 2025 Added 4.75%
$2.39T
$1.71 Billion 0.5% of portfolio
7,775
Q3 2025 Added 13.5%
$55.6B
$1.68 Billion 0.5% of portfolio
11,504
Q3 2025 Added 5.02%
$120B
$1.62 Billion 0.48% of portfolio
51,701
Q3 2025 Reduced 3.08%
$881B
$1.54 Billion 0.46% of portfolio
4,888
Q2 2025 Reduced 2.8%
$971B
$1.47 Billion 0.43% of portfolio
1,923
Q3 2025 Added 127.57%
$1.37T
$1.42 Billion 0.42% of portfolio
1,940
Q3 2025 Reduced 0.67%
$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%
$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%
$107B
$933 Million 0.28% of portfolio
1,231
Q3 2025 Reduced 5.67%
$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%

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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