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: $317.9M116 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$2.0M	0.6%	19,334 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$1.7M	0.5%Prev: 0.8%	8,666 SH	Decreased+471 SH
ACUSHNET HLDGS CORP	COM	$306K	0.1%Prev: 0.1%	3,274 SH	Increased-442 SH
ADVANCED MICRO DEVICES INC	COM	$395K	0.1%Prev: 0.1%	1,944 SH	Increased-334 SH
ALPHABET INC	CAP STK CL A	$2.1M	0.7%Prev: 0.3%	7,322 SH	Increased+713 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.3%Prev: 0.2%	3,851 SH	Increased-494 SH
AMAZON COM INC	COM	$1.5M	0.5%Prev: 0.4%	7,227 SH	Increased+679 SH
AMERICAN WTR WKS CO INC NEW	COM	$1.9M	0.6%Prev: 0.7%	14,038 SH	Decreased-416 SH
AMGEN INC	COM	$1.2M	0.4%Prev: 0.4%	3,430 SH	Decreased-934 SH
ANALOG DEVICES INC	COM	$1.5M	0.5%Prev: 0.4%	4,657 SH	Increased-973 SH
AON PLC	SHS CL A	$929K	0.3%Prev: 0.4%	2,879 SH	Decreased-6 SH
APPLE INC	COM	$6.0M	1.9%Prev: 1.7%	23,475 SH	Increased-1,424 SH
APPLOVIN CORP	COM CL A	$300K	0.1%Prev: 0.1%	755 SH	Increased-26 SH
BANCO SANTANDER SA	ADR	$365K	0.1%	32,394 SH	New
BANK AMERICA CORP	COM	$900K	0.3%Prev: 0.3%	18,452 SH	Increased-2,344 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$677K	0.2%Prev: 0.2%	1,412 SH	Decreased+7 SH
BLACKROCK INC	COM	$2.1M	0.7%Prev: 0.7%	2,217 SH	Decreased-301 SH
BROADCOM INC	COM	$1.9M	0.6%Prev: 0.3%	6,125 SH	Increased+579 SH
CATERPILLAR INC	COM	$226K	0.1%	319 SH	New
CENCORA INC	COM	$613K	0.2%	1,950 SH	New
CHEVRON CORPORATION	COM	$219K	0.1%	1,057 SH	New
CISCO SYS INC	COM	$2.8M	0.9%Prev: 0.8%	35,475 SH	Increased-4,353 SH
COCA COLA CO	COM	$34.5M	10.8%Prev: 10.5%	453,109 SH	Increased-12,502 SH
COMMERCE BANCSHARES INC	COM	$1.1M	0.3%Prev: 0.4%	21,497 SH	Decreased+247 SH
CONOCOPHILLIPS	COM	$243K	0.1%Prev: 0.1%	1,844 SH	Increased-321 SH
COSTCO WHOLESALE CORPORATION	COM	$2.0M	0.6%	2,039 SH	New
ECOLAB INC	COM	$1.3M	0.4%Prev: 0.4%	4,764 SH	Decreased-617 SH
ELI LILLY & CO	COM	$1.7M	0.5%Prev: 0.2%	1,862 SH	Increased+1,007 SH
EMCOR GROUP INC	COM	$650K	0.2%Prev: 0.1%	880 SH	Increased-377 SH
EXXON MOBIL CORP	COM	$329K	0.1%Prev: 0.1%	1,938 SH	Decreased-1,106 SH
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$1.2M	0.4%	10,958 SH	New
FTI CONSULTING INC	COM	$205K	0.1%Prev: 0.1%	1,161 SH	Decreased-282 SH
GE AEROSPACE	COM NEW	$403K	0.1%Prev: 0.1%	1,419 SH	Increased-413 SH
GE VERNOVA INC	COM	$303K	0.1%	347 SH	New
GENERAL DYNAMICS CORP	COM	$1.2M	0.4%Prev: 0.3%	3,571 SH	Increased-383 SH
GRACO INC	COM	$248K	0.1%Prev: 0.1%	2,935 SH	Increased
HOME DEPOT INC	COM	$2.2M	0.7%Prev: 0.9%	6,711 SH	Decreased-1,331 SH
ILLINOIS TOOL WKS INC	COM	$2.3M	0.7%Prev: 0.7%	8,922 SH	Decreased-662 SH
INTERCONTINENTAL EXCHANGE IN	COM	$2.3M	0.7%Prev: 0.9%	14,936 SH	Decreased-1,691 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$449K	0.1%Prev: 0.3%	19,548 SH	Decreased-16,796 SH
ISHARES TR	CORE S&P TTL STK	$351K	0.1%Prev: 0.1%	2,465 SH	Increased-234 SH
ISHARES TR	MSCI ACWI ETF	$3.2M	1.0%Prev: 0.9%	22,968 SH	Increased-1,607 SH
ISHARES TR	MSCI EAFE ETF	$3.8M	1.2%Prev: 1.2%	39,328 SH	Decreased-9,046 SH
ISHARES TR	MSCI EMG MKT ETF	$7.0M	2.2%Prev: 2.2%	122,506 SH	Increased-34,951 SH
ISHARES TR	RUS 1000 GRW ETF	$27.3M	8.6%Prev: 7.8%	64,006 SH	Increased-5,104 SH
ISHARES TR	RUS 1000 VAL ETF	$23.7M	7.5%Prev: 7.0%	111,015 SH	Increased-7,054 SH
ISHARES TR	RUS MID CAP ETF	$17.6M	5.5%Prev: 5.0%	181,368 SH	Increased-7,228 SH
ISHARES TR	RUSSELL 2000 ETF	$6.2M	1.9%Prev: 1.9%	24,835 SH	Increased-5,603 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$813K	0.3%	15,955 SH	New
JOHNSON & JOHNSON	COM	$3.2M	1.0%Prev: 0.8%	13,104 SH	Increased-1,467 SH
JPMORGAN CHASE & CO	COM	$1.4M	0.4%	4,714 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$1.3M	0.4%Prev: 0.3%	3,749 SH	Increased-691 SH
LAM RESEARCH CORP	COM NEW	$245K	0.1%	1,145 SH	New
LINDE PLC	SHS	$1.6M	0.5%Prev: 0.5%	3,154 SH	Decreased-388 SH
MANHATTAN ASSOCIATES INC	COM	$204K	0.1%Prev: 0.1%	1,534 SH	Decreased-193 SH
MARRIOTT INTL INC NEW	CL A	$429K	0.1%Prev: 0.1%	1,313 SH	Increased-42 SH
MASTERCARD INCORPORATED	CL A	$1.5M	0.5%Prev: 0.2%	2,976 SH	Increased+2,004 SH
MCCORMICK & CO INC	COM NON VTG	$535K	0.2%Prev: 0.3%	10,601 SH	Decreased-399 SH
MCDONALDS CORP	COM	$2.4M	0.8%Prev: 0.8%	7,791 SH	Decreased-731 SH
MERCADOLIBRE INC	COM	$256K	0.1%	148 SH	New
META PLATFORMS INC	CL A	$1.0M	0.3%Prev: 0.3%	1,823 SH	Decreased-73 SH
MICROSOFT CORP	COM	$3.2M	1.0%Prev: 1.2%	8,636 SH	Decreased-1,204 SH
MONDELEZ INTL INC	CL A	$1.9M	0.6%Prev: 0.7%	33,553 SH	Decreased+15 SH
NETFLIX INC.	COM	$328K	0.1%	3,410 SH	New
NEWMONT CORP	COM	$209K	0.1%	1,928 SH	New
NEXTERA ENERGY INC	COM	$2.9M	0.9%Prev: 0.7%	31,399 SH	Increased-1,948 SH
NIKE INC	CL B	$1.0M	0.3%Prev: 0.3%	19,247 SH	Increased+6,205 SH
NORTHERN LTS FD TR II	WEITZ CORE PLUS	$8.4M	2.6%	332,721 SH	New
NOVARTIS AG	SPONSORED ADR	$223K	0.1%	1,457 SH	New
NVIDIA CORPORATION	COM	$4.1M	1.3%Prev: 0.9%	23,700 SH	Increased-1,706 SH
OREILLY AUTOMOTIVE INC	COM	$240K	0.1%Prev: 0.1%	2,595 SH	Decreased+2,410 SH
PAYCHEX INC	COM	$1.6M	0.5%Prev: 0.8%	17,099 SH	Decreased+69 SH
PGIM ETF TR	ACTV HY BD ETF	$2.3M	0.7%Prev: 1.4%	67,232 SH	Decreased-64,580 SH
PHILLIPS 66	COM	$3.1M	1.0%Prev: 0.7%	16,771 SH	Increased-2,211 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$6.1M	1.9%Prev: 1.8%	61,077 SH	Increased+3,391 SH
PINNACLE FINL PARTNERS INC	COM	$470K	0.1%	5,458 SH	New
PPG INDS INC	COM	$821K	0.3%Prev: 0.3%	7,682 SH	Decreased+58 SH
PRIMERICA INC	COM	$381K	0.1%Prev: 0.1%	1,521 SH	Decreased
PRIMORIS SVCS CORP	COM	$407K	0.1%	2,842 SH	New
PROCTER & GAMBLE CO	COM	$1.9M	0.6%	13,418 SH	New
PROLOGIS INC.	COM	$1.0M	0.3%Prev: 0.3%	7,942 SH	Increased-462 SH
RBC BEARINGS INC	COM	$616K	0.2%Prev: 0.1%	1,134 SH	Increased-115 SH
REALTY INCOME CORP	COM	$823K	0.3%Prev: 0.2%	13,446 SH	Increased-147 SH
S&P GLOBAL INC	COM	$242K	0.1%Prev: 0.1%	568 SH	Increased+160 SH
SHELL PLC	SPON ADS	$255K	0.1%	2,737 SH	New
SIMPSON MFG INC	COM	$443K	0.1%Prev: 0.1%	2,580 SH	Decreased-388 SH
SOUTHERN CO	COM	$582K	0.2%Prev: 0.2%	6,033 SH	Increased-81 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.0M	0.6%	31,739 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$503K	0.2%	773 SH	New
STRYKER CORPORATION	COM	$1.1M	0.3%Prev: 0.4%	3,223 SH	Decreased-534 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$269K	0.1%	796 SH	New
TESLA INC	COM	$757K	0.2%Prev: 0.2%	2,036 SH	Increased-727 SH
TJX COS INC NEW	COM	$228K	0.1%	1,425 SH	New
TRACTOR SUPPLY CO	COM	$808K	0.3%Prev: 0.4%	17,836 SH	Decreased-3,226 SH
TRUIST FINL CORP	COM	$228K	0.1%Prev: 0.1%	4,951 SH	Increased-273 SH
UBER TECHNOLOGIES INC	COM	$238K	0.1%Prev: 0.1%	3,303 SH	Decreased-402 SH
UNITEDHEALTH GROUP INC	COM	$695K	0.2%Prev: 0.5%	2,567 SH	Decreased-374 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$604K	0.2%Prev: 0.2%	12,037 SH	Decreased-1,377 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$6.7M	2.1%Prev: 2.0%	97,243 SH	Increased+4,775 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.3M	0.7%Prev: 0.8%	7,964 SH	Decreased-2,209 SH
VANGUARD INDEX FDS	SMALL CP ETF	$449K	0.1%Prev: 0.2%	1,714 SH	Decreased-780 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$6.9M	2.2%Prev: 0.6%	91,463 SH	Increased+67,540 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.1M	2.9%Prev: 2.9%	168,028 SH	Decreased-35,658 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$606K	0.2%Prev: 0.3%	12,140 SH	Decreased-8,577 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.3M	0.4%Prev: 0.4%	4,351 SH	Decreased-1,112 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.9M	0.6%Prev: 0.7%	19,247 SH	Decreased-7,225 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$12.2M	3.8%Prev: 2.6%	189,923 SH	Increased+26,078 SH
VANGUARD WORLD FD	INF TECH ETF	$325K	0.1%Prev: 0.1%	466 SH	Increased+11 SH
VERTEX PHARMACEUTICALS INC	COM	$201K	0.1%Prev: 0.1%	450 SH	Decreased-351 SH
VISA INC	COM CL A	$2.6M	0.8%Prev: 1.0%	8,611 SH	Decreased-127 SH
VULCAN MATLS CO	COM	$29.2M	9.2%Prev: 8.8%	107,190 SH	Increased-13,000 SH
WALMART INC	COM	$1.6M	0.5%Prev: 0.5%	12,635 SH	Increased-4,512 SH
WATTS WATER TECHNOLOGIES INC	CL A	$332K	0.1%Prev: 0.1%	1,144 SH	Increased
WEC ENERGY GROUP INC	COM	$1.3M	0.4%Prev: 0.4%	10,856 SH	Increased-553 SH
WELLS FARGO & CO	COM	$853K	0.3%	10,710 SH	New
ZOETIS INC	CL A	$1.8M	0.6%Prev: 0.6%	15,303 SH	Decreased+4,057 SH

Sold (vs prior filing)

ABBOTT LABS — $2.7M
ABBVIE INC — $256K
AIR PRODS & CHEMS INC — $1.1M
BANCO SANTANDER S.A. — $200K
BOSTON SCIENTIFIC CORP — $234K
COMCAST CORP NEW — $2.0M
COSTCO WHSL CORP NEW — $2.1M
EMERSON ELEC CO — $2.3M
HALEON PLC — $125K
HONEYWELL INTL INC — $866K
HOULIHAN LOKEY INC — $226K
ISHARES TR — $6.0M
ISHARES TR — $6.4M
JPMORGAN CHASE & CO. — $1.2M
MERCADOLIBRE INC — $207K
MIZUHO FINANCIAL GROUP INC — $57K
NETFLIX INC — $352K
NOVO-NORDISK A S — $228K
ORACLE CORP — $262K
PARKER-HANNIFIN CORP — $811K
… and 10 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