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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.39B
$1.13 Billion 0.34% of portfolio
21,516
Q4 2025 Added 3.84%
$6.15B
$893 Million 0.27% of portfolio
17,855
Q4 2025 Reduced 5.72%
$7.21B
$509 Million 0.15% of portfolio
1,134
Q4 2025 Reduced 9.21%
$7.09B
$417 Million 0.13% of portfolio
2,580
Q4 2025 Reduced 13.07%
$6.8B
$424 Million 0.13% of portfolio
8,473
Q2 2025 Reduced 0.77%
$9.51B
$393 Million 0.12% of portfolio
1,521
Q4 2023 Added 3.82%
$6.28B
$353 Million 0.11% of portfolio
2,842
Q4 2025 Reduced 9.03%
$7.37B
$316 Million 0.1% of portfolio
1,144
Q4 2023 New
$5.65B
$261 Million 0.08% of portfolio
3,274
Q4 2025 Reduced 11.89%
$8.94B
$223 Million 0.07% of portfolio
1,283
Q4 2025 Reduced 8.49%
$6.2B
$237 Million 0.07% of portfolio
2,595
Q4 2025 Reduced 6.49%

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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