PFW Advisors LLC

CIK 0001989744 • 6 13F filings • Apr 14, 2025 – Jul 13, 2026

Import this data to Google Sheets with:

=jivedata("pfw-advisors-llc-0001989744-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: PFW Advisors LLC, Portfolio Manager
Address: 3350 RIVERWOOD PARKWAY, SUITE 650, ATLANTA, GA, 30339
Phone: (404) 848-0950
AUM: $331.1M

AUM over time

$336.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $325.1M125 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.7M	0.8%	19,953 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$2.3M	0.7%Prev: 0.5%	7,588 SH	Increased-1,078 SH
ACUSHNET HLDGS CORP	COM	$271K	0.1%Prev: 0.1%	3,716 SH	Decreased+442 SH
ADVANCED MICRO DEVICES INC	COM	$303K	0.1%Prev: 0.1%	2,132 SH	Decreased+188 SH
AIR PRODS & CHEMS INC	COM	$997K	0.3%	3,536 SH	New
ALPHABET INC	CAP STK CL A	$1.2M	0.4%Prev: 0.7%	6,773 SH	Decreased-549 SH
ALPHABET INC	CAP STK CL C	$741K	0.2%Prev: 0.3%	4,177 SH	Decreased+326 SH
AMAZON COM INC	COM	$1.5M	0.5%Prev: 0.5%	6,850 SH	Decreased-377 SH
AMERICAN WTR WKS CO INC NEW	COM	$2.0M	0.6%Prev: 0.6%	14,076 SH	Increased+38 SH
AMGEN INC	COM	$969K	0.3%Prev: 0.4%	3,469 SH	Decreased+39 SH
ANALOG DEVICES INC	COM	$1.3M	0.4%Prev: 0.5%	5,500 SH	Decreased+843 SH
AON PLC	SHS CL A	$1.0M	0.3%Prev: 0.3%	2,879 SH	Increased
APPLE INC	COM	$4.7M	1.4%Prev: 1.9%	22,792 SH	Decreased-683 SH
APPLOVIN CORP	COM CL A	$228K	0.1%Prev: 0.1%	650 SH	Decreased-105 SH
BANCO SANTANDER S.A.	ADR	$248K	0.1%	29,820 SH	New
BANK AMERICA CORP	COM	$984K	0.3%Prev: 0.3%	20,798 SH	Increased+2,346 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$650K	0.2%Prev: 0.2%	1,338 SH	Decreased-74 SH
BLACKROCK INC	COM	$2.5M	0.8%Prev: 0.7%	2,415 SH	Increased+198 SH
BOSTON SCIENTIFIC CORP	COM	$209K	0.1%	1,942 SH	New
BROADCOM INC	COM	$1.1M	0.3%Prev: 0.6%	3,958 SH	Decreased-2,167 SH
CISCO SYS INC	COM	$2.7M	0.8%Prev: 0.9%	38,615 SH	Decreased+3,140 SH
COCA COLA CO	COM	$32.3M	9.9%Prev: 10.8%	455,909 SH	Decreased+2,800 SH
COMCAST CORP NEW	CL A	$1.9M	0.6%	53,343 SH	New
COMMERCE BANCSHARES INC	COM	$1.3M	0.4%Prev: 0.3%	20,769 SH	Increased-728 SH
COSTCO WHSL CORP NEW	COM	$2.0M	0.6%	2,066 SH	New
CROWDSTRIKE HLDGS INC	CL A	$244K	0.1%	479 SH	New
ECOLAB INC	COM	$1.4M	0.4%Prev: 0.4%	5,266 SH	Increased+502 SH
ELI LILLY & CO	COM	$659K	0.2%Prev: 0.5%	845 SH	Decreased-1,017 SH
EMCOR GROUP INC	COM	$672K	0.2%Prev: 0.2%	1,257 SH	Increased+377 SH
EMERSON ELEC CO	COM	$2.7M	0.8%	20,204 SH	New
EQT CORP	COM	$211K	0.1%	3,610 SH	New
EXXON MOBIL CORP	COM	$257K	0.1%Prev: 0.1%	2,387 SH	Decreased+449 SH
FTI CONSULTING INC	COM	$233K	0.1%Prev: 0.1%	1,443 SH	Increased+282 SH
GE AEROSPACE	COM NEW	$354K	0.1%Prev: 0.1%	1,374 SH	Decreased-45 SH
GENERAL DYNAMICS CORP	COM	$1.1M	0.3%Prev: 0.4%	3,791 SH	Decreased+220 SH
GRACO INC	COM	$252K	0.1%Prev: 0.1%	2,935 SH	Increased
HOME DEPOT INC	COM	$2.5M	0.8%Prev: 0.7%	6,691 SH	Increased-20 SH
HONEYWELL INTL INC	COM	$915K	0.3%	3,928 SH	New
HOULIHAN LOKEY INC	CL A	$252K	0.1%	1,402 SH	New
ILLINOIS TOOL WKS INC	COM	$2.3M	0.7%Prev: 0.7%	9,255 SH	Decreased+333 SH
INTERCONTINENTAL EXCHANGE IN	COM	$2.9M	0.9%Prev: 0.7%	15,834 SH	Increased+898 SH
INTERNATIONAL BUSINESS MACHS	COM	$222K	0.1%	754 SH	New
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$425K	0.1%Prev: 0.1%	18,968 SH	Decreased-580 SH
ISHARES TR	CORE S&P TTL STK	$364K	0.1%Prev: 0.1%	2,699 SH	Increased+234 SH
ISHARES TR	CORE TOTAL USD	$5.9M	1.8%	128,665 SH	New
ISHARES TR	CORE US AGGBD ET	$6.4M	2.0%	64,450 SH	New
ISHARES TR	MSCI ACWI ETF	$3.2M	1.0%Prev: 1.0%	25,022 SH	Increased+2,054 SH
ISHARES TR	MSCI EAFE ETF	$3.7M	1.1%Prev: 1.2%	41,184 SH	Decreased+1,856 SH
ISHARES TR	MSCI EMG MKT ETF	$6.9M	2.1%Prev: 2.2%	143,231 SH	Decreased+20,725 SH
ISHARES TR	RUS 1000 GRW ETF	$28.3M	8.7%Prev: 8.6%	66,710 SH	Increased+2,704 SH
ISHARES TR	RUS 1000 VAL ETF	$22.2M	6.8%Prev: 7.5%	114,125 SH	Decreased+3,110 SH
ISHARES TR	RUS MID CAP ETF	$16.8M	5.2%Prev: 5.5%	183,040 SH	Decreased+1,672 SH
ISHARES TR	RUSSELL 2000 ETF	$6.3M	1.9%Prev: 1.9%	29,303 SH	Increased+4,468 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$410K	0.1%Prev: 0.3%	8,048 SH	Decreased-7,907 SH
JOHNSON & JOHNSON	COM	$2.1M	0.7%Prev: 1.0%	13,932 SH	Decreased+828 SH
JPMORGAN CHASE & CO.	COM	$1.4M	0.4%	4,888 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$987K	0.3%Prev: 0.4%	3,934 SH	Decreased+185 SH
LINDE PLC	SHS	$1.6M	0.5%Prev: 0.5%	3,417 SH	Increased+263 SH
MANHATTAN ASSOCIATES INC	COM	$341K	0.1%Prev: 0.1%	1,728 SH	Increased+194 SH
MARRIOTT INTL INC NEW	CL A	$371K	0.1%Prev: 0.1%	1,357 SH	Decreased+44 SH
MASTERCARD INCORPORATED	CL A	$539K	0.2%Prev: 0.5%	960 SH	Decreased-2,016 SH
MCCORMICK & CO INC	COM NON VTG	$804K	0.2%Prev: 0.2%	10,602 SH	Increased+1 SH
MCDONALDS CORP	COM	$2.4M	0.7%Prev: 0.8%	8,229 SH	Decreased+438 SH
MERCADOLIBRE INC	COM	$274K	0.1%	105 SH	New
META PLATFORMS INC	CL A	$1.4M	0.4%Prev: 0.3%	1,953 SH	Increased+130 SH
MICROSOFT CORP	COM	$4.3M	1.3%Prev: 1.0%	8,704 SH	Increased+68 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$58K	0.0%	10,414 SH	New
MONDELEZ INTL INC	CL A	$2.2M	0.7%Prev: 0.6%	32,708 SH	Increased-845 SH
NETFLIX INC	COM	$510K	0.2%	381 SH	New
NEXTERA ENERGY INC	COM	$2.3M	0.7%Prev: 0.9%	32,477 SH	Decreased+1,078 SH
NIKE INC	CL B	$1.0M	0.3%Prev: 0.3%	14,732 SH	Increased-4,515 SH
NUSCALE PWR CORP	CL A COM	$216K	0.1%	5,463 SH	New
NVIDIA CORPORATION	COM	$3.9M	1.2%Prev: 1.3%	24,423 SH	Decreased+723 SH
OREILLY AUTOMOTIVE INC	COM	$250K	0.1%Prev: 0.1%	2,775 SH	Increased+180 SH
PARKER-HANNIFIN CORP	COM	$912K	0.3%	1,305 SH	New
PAYCHEX INC	COM	$2.4M	0.7%Prev: 0.5%	16,591 SH	Increased-508 SH
PGIM ETF TR	ACTV HY BD ETF	$4.7M	1.4%Prev: 0.7%	131,236 SH	Increased+64,004 SH
PHILIP MORRIS INTL INC	COM	$212K	0.1%	1,166 SH	New
PHILLIPS 66	COM	$2.2M	0.7%Prev: 1.0%	18,557 SH	Decreased+1,786 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$6.2M	1.9%Prev: 1.9%	61,479 SH	Increased+402 SH
PPG INDS INC	COM	$767K	0.2%Prev: 0.3%	6,740 SH	Decreased-942 SH
PRIMERICA INC	COM	$416K	0.1%Prev: 0.1%	1,521 SH	Increased
PRIMORIS SVCS CORP	COM	$243K	0.1%Prev: 0.1%	3,124 SH	Decreased+282 SH
PROCTER AND GAMBLE CO	COM	$2.4M	0.7%	15,150 SH	New
PROLOGIS INC.	COM	$834K	0.3%Prev: 0.3%	7,938 SH	Decreased-4 SH
RBC BEARINGS INC	COM	$481K	0.1%Prev: 0.2%	1,249 SH	Decreased+115 SH
REALTY INCOME CORP	COM	$763K	0.2%Prev: 0.3%	13,242 SH	Decreased-204 SH
S&P GLOBAL INC	COM	$215K	0.1%Prev: 0.1%	408 SH	Decreased-160 SH
SERVICENOW INC	COM	$202K	0.1%	196 SH	New
SIMPSON MFG INC	COM	$461K	0.1%Prev: 0.1%	2,968 SH	Increased+388 SH
SOUTHERN CO	COM	$569K	0.2%Prev: 0.2%	6,200 SH	Decreased+167 SH
SPDR S&P 500 ETF TR	TR UNIT	$397K	0.1%	643 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$507K	0.2%	11,342 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$706K	0.2%	14,757 SH	New
STARBUCKS CORP	COM	$1.9M	0.6%	21,207 SH	New
STRYKER CORPORATION	COM	$1.4M	0.4%Prev: 0.3%	3,437 SH	Increased+214 SH
SYNOVUS FINL CORP	COM NEW	$438K	0.1%	8,473 SH	New
TENET HEALTHCARE CORP	COM NEW	$217K	0.1%	1,233 SH	New
TESLA INC	COM	$734K	0.2%Prev: 0.2%	2,310 SH	Decreased+274 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$441K	0.1%	26,295 SH	New
TRACTOR SUPPLY CO	COM	$1.0M	0.3%Prev: 0.3%	19,029 SH	Increased+1,193 SH
TRUIST FINL CORP	COM	$213K	0.1%Prev: 0.1%	4,951 SH	Decreased
UBER TECHNOLOGIES INC	COM	$351K	0.1%Prev: 0.1%	3,762 SH	Increased+459 SH
UNION PAC CORP	COM	$671K	0.2%	2,915 SH	New
UNITEDHEALTH GROUP INC	COM	$722K	0.2%Prev: 0.2%	2,314 SH	Increased-253 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$661K	0.2%Prev: 0.2%	13,168 SH	Increased+1,131 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$6.4M	2.0%Prev: 2.1%	91,514 SH	Decreased-5,729 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.0M	1.8%	81,510 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$2.6M	0.8%Prev: 0.7%	9,450 SH	Increased+1,486 SH
VANGUARD INDEX FDS	SMALL CP ETF	$591K	0.2%Prev: 0.1%	2,494 SH	Increased+780 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$1.5M	0.5%Prev: 2.2%	19,787 SH	Decreased-71,676 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.6M	2.9%Prev: 2.9%	193,147 SH	Increased+25,119 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$586K	0.2%Prev: 0.2%	11,949 SH	Decreased-191 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.3M	0.4%Prev: 0.4%	4,596 SH	Increased+245 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.7M	0.5%Prev: 0.6%	19,341 SH	Decreased+94 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.8M	2.7%Prev: 3.8%	154,222 SH	Decreased-35,701 SH
VANGUARD WORLD FD	INF TECH ETF	$309K	0.1%Prev: 0.1%	466 SH	Decreased
VERTEX PHARMACEUTICALS INC	COM	$243K	0.1%Prev: 0.1%	545 SH	Increased+95 SH
VISA INC	COM CL A	$3.0M	0.9%Prev: 0.8%	8,533 SH	Increased-78 SH
VULCAN MATLS CO	COM	$31.3M	9.6%Prev: 9.2%	120,190 SH	Increased+13,000 SH
WALMART INC	COM	$1.6M	0.5%Prev: 0.5%	16,111 SH	Increased+3,476 SH
WATTS WATER TECHNOLOGIES INC	CL A	$281K	0.1%Prev: 0.1%	1,144 SH	Decreased
WEC ENERGY GROUP INC	COM	$1.1M	0.4%Prev: 0.4%	10,952 SH	Decreased+96 SH
WELLS FARGO CO NEW	COM	$887K	0.3%	11,071 SH	New
ZOETIS INC	CL A	$1.7M	0.5%Prev: 0.6%	10,954 SH	Decreased-4,349 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $2.0M
BANCO SANTANDER SA — $365K
CATERPILLAR INC — $226K
CENCORA INC — $613K
CHEVRON CORPORATION — $219K
CONOCOPHILLIPS — $243K
COSTCO WHOLESALE CORPORATION — $2.0M
FEDERAL RLTY INVT TR NEW — $1.2M
GE VERNOVA INC — $303K
JPMORGAN CHASE & CO — $1.4M
LAM RESEARCH CORP — $245K
MERCADOLIBRE INC — $256K
NETFLIX INC. — $328K
NEWMONT CORP — $209K
NORTHERN LTS FD TR II — $8.4M
NOVARTIS AG — $223K
PINNACLE FINL PARTNERS INC — $470K
PROCTER & GAMBLE CO — $1.9M
SHELL PLC — $255K
SPDR SERIES TRUST — $2.0M
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001989744-26-000001	$331.1M	View
Oct 7, 2026	Q3 2026	13F-HR	0001989744-26-000005	$336.8M	View
Oct 14, 2025	Q3 2025