PFW Advisors LLC

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

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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: $338.1M129 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.7M	0.8%	19,872 SH	New
ABBVIE INC	COM	$228K	0.1%Prev: 0.1%	983 SH	Increased+113 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.9M	0.6%Prev: 0.4%	7,786 SH	Increased-2,321 SH
ACUSHNET HLDGS CORP	COM	$292K	0.1%Prev: 0.1%	3,716 SH	Decreased+720 SH
ADVANCED MICRO DEVICES INC	COM	$344K	0.1%Prev: 0.3%	2,127 SH	Decreased+456 SH
AIR PRODS & CHEMS INC	COM	$961K	0.3%	3,523 SH	New
ALPHABET INC	CAP STK CL A	$1.9M	0.5%Prev: 0.8%	7,629 SH	Decreased+428 SH
ALPHABET INC	CAP STK CL C	$1.0M	0.3%Prev: 0.4%	4,187 SH	Decreased+267 SH
AMAZON COM INC	COM	$1.7M	0.5%Prev: 0.5%	7,775 SH	Increased+834 SH
AMERICAN WTR WKS CO INC NEW	COM	$2.0M	0.6%Prev: 0.5%	14,044 SH	Increased+200 SH
AMGEN INC	COM	$976K	0.3%Prev: 0.3%	3,460 SH	Decreased+252 SH
ANALOG DEVICES INC	COM	$1.4M	0.4%Prev: 0.5%	5,624 SH	Decreased+1,703 SH
AON PLC	SHS CL A	$1.0M	0.3%Prev: 0.3%	2,879 SH	Increased-5 SH
APPLE INC	COM	$6.2M	1.8%Prev: 1.9%	24,245 SH	Decreased+1,804 SH
APPLOVIN CORP	COM CL A	$476K	0.1%Prev: 0.1%	662 SH	Increased-54 SH
BANCO SANTANDER S.A.	ADR	$318K	0.1%	30,364 SH	New
BANK AMERICA CORP	COM	$1.1M	0.3%	21,066 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$771K	0.2%Prev: 0.2%	1,533 SH	Increased+154 SH
BLACKROCK INC	COM	$2.8M	0.8%Prev: 0.6%	2,394 SH	Increased+208 SH
BLACKSTONE INC	COM	$255K	0.1%	1,492 SH	New
BROADCOM INC	COM	$1.3M	0.4%Prev: 0.7%	4,000 SH	Decreased-1,990 SH
CADENCE DESIGN SYSTEM INC	COM	$210K	0.1%	597 SH	New
CISCO SYS INC	COM	$2.6M	0.8%Prev: 0.9%	38,379 SH	Decreased+11,785 SH
COCA COLA CO	COM	$30.2M	8.9%Prev: 10.7%	455,081 SH	Decreased+2,421 SH
COMCAST CORP NEW	CL A	$1.6M	0.5%	51,701 SH	New
COMMERCE BANCSHARES INC	COM	$1.2M	0.4%Prev: 0.4%	20,720 SH	Increased-349 SH
CONOCOPHILLIPS	COM	$256K	0.1%	2,711 SH	New
COSTCO WHSL CORP NEW	COM	$2.0M	0.6%	2,154 SH	New
CROWDSTRIKE HLDGS INC	CL A	$235K	0.1%Prev: 0.1%	479 SH	Decreased+69 SH
ECOLAB INC	COM	$1.4M	0.4%Prev: 0.4%	5,109 SH	Increased+428 SH
ELI LILLY & CO	COM	$1.5M	0.4%Prev: 0.9%	1,923 SH	Decreased-772 SH
EMCOR GROUP INC	COM	$816K	0.2%Prev: 0.1%	1,257 SH	Increased+672 SH
EMERSON ELEC CO	COM	$2.6M	0.8%	20,108 SH	New
EXXON MOBIL CORP	COM	$251K	0.1%Prev: 0.1%	2,227 SH	Decreased+244 SH
FTI CONSULTING INC	COM	$233K	0.1%	1,443 SH	New
GE AEROSPACE	COM NEW	$455K	0.1%Prev: 0.1%	1,512 SH	Decreased+137 SH
GE VERNOVA INC	COM	$210K	0.1%Prev: 0.1%	342 SH	Decreased+1 SH
GENERAL DYNAMICS CORP	COM	$1.3M	0.4%Prev: 0.4%	3,773 SH	Increased+288 SH
GRACO INC	COM	$249K	0.1%Prev: 0.1%	2,935 SH	Increased
HOME DEPOT INC	COM	$2.8M	0.8%Prev: 0.7%	6,964 SH	Increased+544 SH
HONEYWELL INTL INC	COM	$825K	0.2%	3,919 SH	New
HOULIHAN LOKEY INC	CL A	$288K	0.1%	1,402 SH	New
ILLINOIS TOOL WKS INC	COM	$2.4M	0.7%Prev: 0.7%	9,224 SH	Increased+569 SH
INTERCONTINENTAL EXCHANGE IN	COM	$2.7M	0.8%Prev: 0.5%	16,033 SH	Increased+1,405 SH
INTERNATIONAL BUSINESS MACHS	COM	$247K	0.1%	875 SH	New
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$619K	0.2%Prev: 0.1%	26,820 SH	Increased+7,272 SH
ISHARES TR	CORE S&P TTL STK	$359K	0.1%Prev: 0.1%	2,465 SH	Decreased
ISHARES TR	CORE TOTAL USD	$6.0M	1.8%	128,921 SH	New
ISHARES TR	CORE US AGGBD ET	$6.6M	2.0%	66,195 SH	New
ISHARES TR	MSCI ACWI ETF	$3.5M	1.0%Prev: 1.0%	25,233 SH	Decreased+2,581 SH
ISHARES TR	MSCI EAFE ETF	$3.8M	1.1%Prev: 1.2%	40,761 SH	Decreased+2,452 SH
ISHARES TR	MSCI EMG MKT ETF	$7.4M	2.2%Prev: 2.4%	138,038 SH	Decreased+18,442 SH
ISHARES TR	RUS 1000 GRW ETF	$30.6M	9.0%Prev: 9.2%	65,236 SH	Decreased-188,471 SH
ISHARES TR	RUS 1000 VAL ETF	$23.2M	6.9%Prev: 7.8%	113,836 SH	Decreased+3,932 SH
ISHARES TR	RUS MID CAP ETF	$17.6M	5.2%Prev: 5.8%	182,133 SH	Decreased+2,414 SH
ISHARES TR	RUSSELL 2000 ETF	$6.7M	2.0%Prev: 2.2%	27,534 SH	Decreased+2,945 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$325K	0.1%Prev: 0.3%	6,364 SH	Decreased-16,556 SH
JOHNSON & JOHNSON	COM	$2.6M	0.8%Prev: 0.9%	13,876 SH	Decreased+1,452 SH
JPMORGAN CHASE & CO.	COM	$1.5M	0.5%	4,888 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$1.2M	0.4%Prev: 0.3%	3,922 SH	Increased+364 SH
LINDE PLC	SHS	$1.6M	0.5%Prev: 0.5%	3,321 SH	Decreased+238 SH
MANHATTAN ASSOCIATES INC	COM	$354K	0.1%	1,728 SH	New
MARRIOTT INTL INC NEW	CL A	$354K	0.1%Prev: 0.1%	1,359 SH	Decreased+44 SH
MASTERCARD INCORPORATED	CL A	$581K	0.2%Prev: 0.7%	1,022 SH	Decreased-3,766 SH
MCCORMICK & CO INC	COM NON VTG	$707K	0.2%	10,570 SH	New
MCDONALDS CORP	COM	$2.5M	0.7%Prev: 0.6%	8,175 SH	Increased+516 SH
MERCADOLIBRE INC	COM	$257K	0.1%	110 SH	New
META PLATFORMS INC	CL A	$1.4M	0.4%Prev: 0.3%	1,940 SH	Increased+210 SH
MICROSOFT CORP	COM	$4.6M	1.4%Prev: 1.1%	8,947 SH	Increased-743 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$70K	0.0%	10,414 SH	New
MONDELEZ INTL INC	CL A	$2.0M	0.6%Prev: 0.6%	32,696 SH	Increased-826 SH
NETFLIX INC	COM	$487K	0.1%	406 SH	New
NEXTERA ENERGY INC	COM	$2.4M	0.7%Prev: 0.8%	32,397 SH	Decreased+2,935 SH
NIKE INC	CL B	$1.0M	0.3%Prev: 0.2%	14,714 SH	Increased-4,288 SH
NVIDIA CORPORATION	COM	$4.8M	1.4%Prev: 1.3%	25,626 SH	Increased+3,251 SH
OREILLY AUTOMOTIVE INC	COM	$299K	0.1%Prev: 0.1%	2,775 SH	Increased+180 SH
PALANTIR TECHNOLOGIES INC	CL A	$215K	0.1%	1,177 SH	New
PARKER-HANNIFIN CORP	COM	$933K	0.3%	1,231 SH	New
PAYCHEX INC	COM	$2.1M	0.6%Prev: 0.5%	16,542 SH	Increased-2,054 SH
PGIM ETF TR	ACTV HY BD ETF	$4.7M	1.4%Prev: 0.7%	131,832 SH	Increased+64,648 SH
PHILLIPS 66	COM	$2.5M	0.7%	18,488 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$6.0M	1.8%Prev: 1.8%	59,228 SH	Decreased-3,021 SH
PPG INDS INC	COM	$780K	0.2%Prev: 0.3%	7,425 SH	Decreased-56 SH
PRIMERICA INC	COM	$422K	0.1%Prev: 0.1%	1,521 SH	Decreased
PRIMORIS SVCS CORP	COM	$429K	0.1%Prev: 0.1%	3,124 SH	Increased+282 SH
PROCTER AND GAMBLE CO	COM	$2.2M	0.7%	14,400 SH	New
PROLOGIS INC.	COM	$904K	0.3%Prev: 0.3%	7,898 SH	Decreased+444 SH
RBC BEARINGS INC	COM	$487K	0.1%Prev: 0.2%	1,249 SH	Decreased+115 SH
REALTY INCOME CORP	COM	$803K	0.2%Prev: 0.2%	13,217 SH	Increased+510 SH
ROBINHOOD MKTS INC	COM CL A	$273K	0.1%	1,909 SH	New
S&P GLOBAL INC	COM	$232K	0.1%Prev: 0.6%	477 SH	Decreased-4,396 SH
SERVICENOW INC	COM	$214K	0.1%	233 SH	New
SHELL PLC	SPON ADS	$202K	0.1%Prev: 0.1%	2,829 SH	Decreased+192 SH
SIMPSON MFG INC	COM	$497K	0.1%Prev: 0.1%	2,968 SH	Decreased+582 SH
SONY GROUP CORP	SPONSORED ADR	$201K	0.1%	6,966 SH	New
SOUTHERN CO	COM	$588K	0.2%Prev: 0.2%	6,201 SH	Increased+153 SH
SPDR S&P 500 ETF TR	TR UNIT	$515K	0.2%	773 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$506K	0.1%	11,100 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$703K	0.2%	14,578 SH	New
STARBUCKS CORP	COM	$1.8M	0.5%	21,490 SH	New
STRYKER CORPORATION	COM	$1.3M	0.4%Prev: 0.3%	3,417 SH	Increased+314 SH
SYNOVUS FINL CORP	COM NEW	$416K	0.1%	8,473 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$206K	0.1%	738 SH	New
TENET HEALTHCARE CORP	COM NEW	$250K	0.1%	1,233 SH	New
TESLA INC	COM	$999K	0.3%Prev: 0.2%	2,247 SH	Increased+233 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$531K	0.2%	26,295 SH	New
TJX COS INC NEW	COM	$222K	0.1%Prev: 0.1%	1,539 SH	Increased+198 SH
TRACTOR SUPPLY CO	COM	$1.1M	0.3%Prev: 0.1%	18,939 SH	Increased+9,845 SH
TRUIST FINL CORP	COM	$226K	0.1%Prev: 0.1%	4,951 SH	Decreased-15 SH
UBER TECHNOLOGIES INC	COM	$369K	0.1%Prev: 0.1%	3,762 SH	Increased+824 SH
UNITEDHEALTH GROUP INC	COM	$940K	0.3%Prev: 0.3%	2,722 SH	Decreased+142 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$667K	0.2%Prev: 0.2%	13,111 SH	Increased+925 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$6.6M	1.9%Prev: 2.0%	92,898 SH	Decreased-6,901 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.8M	0.8%Prev: 0.7%	9,401 SH	Increased-19,962 SH
VANGUARD INDEX FDS	SMALL CP ETF	$436K	0.1%Prev: 0.2%	1,714 SH	Decreased
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$5.2M	1.5%	68,738 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.0M	2.7%Prev: 2.9%	166,490 SH	Decreased+1,341 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$786K	0.2%Prev: 0.2%	15,700 SH	Increased+3,560 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.3M	0.4%Prev: 0.4%	4,456 SH	Decreased+229 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.9M	0.6%Prev: 0.7%	19,295 SH	Decreased+112 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.8M	3.2%Prev: 3.9%	180,767 SH	Decreased-7,670 SH
VANGUARD WORLD FD	INF TECH ETF	$348K	0.1%Prev: 0.1%	466 SH	Decreased-3,266 SH
VISA INC	COM CL A	$3.0M	0.9%Prev: 0.8%	8,766 SH	Increased+401 SH
VULCAN MATLS CO	COM	$33.0M	9.8%Prev: 9.2%	107,190 SH	Increased+36 SH
WALMART INC	COM	$1.7M	0.5%Prev: 0.4%	16,876 SH	Increased+4,691 SH
WATTS WATER TECHNOLOGIES INC	CL A	$319K	0.1%Prev: 0.1%	1,144 SH	Decreased
WEC ENERGY GROUP INC	COM	$1.3M	0.4%Prev: 0.4%	10,980 SH	Increased+591 SH
WELLS FARGO CO NEW	COM	$928K	0.3%	11,071 SH	New
ZOETIS INC	CL A	$1.7M	0.5%Prev: 0.1%	11,504 SH	Increased+6,490 SH

Sold (vs prior filing)

AAON INC — $244K
ABBOTT LABORATORIES — $1.9M
ANGLOGOLD ASHANTI PLC — $440K
APPLIED MATLS INC — $382K
BANCO SANTANDER SA — $447K
BANK OF AMER CORP — $1.1M
BOOKING HOLDINGS INC — $728K
BROADRIDGE FINL SOLUTIONS IN — $852K
CATERPILLAR INC — $354K
CENCORA INC — $593K
COSTCO WHOLESALE CORPORATION — $1.9M
CREDO TECHNOLOGY GROUP HOLDI — $247K
FEDERAL RLTY INVT TR NEW — $1.3M
GRAB HOLDINGS LIMITED — $56K
JPMORGAN CHASE & CO — $1.5M
LAM RESEARCH CORP — $266K
MERCADOLIBRE INC — $221K
MICRON TECHNOLOGY INC — $204K
NETFLIX INC. — $248K
NORTHERN LTS FD TR II — $8.7M
… and 14 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