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: $343.0M124 positionsView on SEC.gov

			% of Portfolio
AAON INC	COM PAR $0.004	$244K	0.1%	1,924 SH	New
ABBOTT LABORATORIES	COM	$1.9M	0.6%	21,116 SH	New
ABBVIE INC	COM	$219K	0.1%	870 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$1.3M	0.4%Prev: 0.7%	10,107 SH	Decreased+2,519 SH
ACUSHNET HLDGS CORP	COM	$355K	0.1%Prev: 0.1%	2,996 SH	Increased-720 SH
ADVANCED MICRO DEVICES INC	COM	$971K	0.3%Prev: 0.1%	1,671 SH	Increased-461 SH
ALPHABET INC	CAP STK CL A	$2.6M	0.8%Prev: 0.4%	7,201 SH	Increased+428 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.4%Prev: 0.2%	3,920 SH	Increased-257 SH
AMAZON COM INC	COM	$1.7M	0.5%Prev: 0.5%	6,941 SH	Increased+91 SH
AMERICAN WTR WKS CO INC NEW	COM	$1.8M	0.5%Prev: 0.6%	13,844 SH	Decreased-232 SH
AMGEN INC	COM	$1.2M	0.3%Prev: 0.3%	3,208 SH	Increased-261 SH
ANALOG DEVICES INC	COM	$1.6M	0.5%Prev: 0.4%	3,921 SH	Increased-1,579 SH
ANGLOGOLD ASHANTI PLC	COM SHS	$440K	0.1%	5,435 SH	New
AON PLC	SHS CL A	$957K	0.3%Prev: 0.3%	2,884 SH	Decreased+5 SH
APPLE INC	COM	$6.5M	1.9%Prev: 1.4%	22,441 SH	Increased-351 SH
APPLIED MATLS INC	COM	$382K	0.1%	529 SH	New
APPLOVIN CORP	COM CL A	$369K	0.1%Prev: 0.1%	716 SH	Increased+66 SH
BANCO SANTANDER SA	ADR	$447K	0.1%	32,394 SH	New
BANK OF AMER CORP	COM	$1.1M	0.3%	18,552 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$690K	0.2%Prev: 0.2%	1,379 SH	Increased+41 SH
BLACKROCK INC	COM	$2.1M	0.6%Prev: 0.8%	2,186 SH	Decreased-229 SH
BOOKING HOLDINGS INC	COM	$728K	0.2%	4,085 SH	New
BROADCOM INC	COM	$2.3M	0.7%Prev: 0.3%	5,990 SH	Increased+2,032 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$852K	0.2%	6,220 SH	New
CATERPILLAR INC	COM	$354K	0.1%	332 SH	New
CENCORA INC	COM	$593K	0.2%	2,097 SH	New
CISCO SYS INC	COM	$3.1M	0.9%Prev: 0.8%	26,594 SH	Increased-12,021 SH
COCA COLA CO	COM	$36.8M	10.7%Prev: 9.9%	452,660 SH	Increased-3,249 SH
COMMERCE BANCSHARES INC	COM	$1.2M	0.4%Prev: 0.4%	21,069 SH	Decreased+300 SH
COSTCO WHOLESALE CORPORATION	COM	$1.9M	0.5%	2,001 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$247K	0.1%	907 SH	New
CROWDSTRIKE HLDGS INC	CL A	$313K	0.1%Prev: 0.1%	410 SH	Increased-69 SH
ECOLAB INC	COM	$1.3M	0.4%Prev: 0.4%	4,681 SH	Decreased-585 SH
ELI LILLY & CO	COM	$3.2M	0.9%Prev: 0.2%	2,695 SH	Increased+1,850 SH
EMCOR GROUP INC	COM	$485K	0.1%Prev: 0.2%	585 SH	Decreased-672 SH
EXXON MOBIL CORP	COM	$271K	0.1%Prev: 0.1%	1,983 SH	Increased-404 SH
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$1.3M	0.4%	10,623 SH	New
GE AEROSPACE	COM NEW	$514K	0.1%Prev: 0.1%	1,375 SH	Increased+1 SH
GE VERNOVA INC	COM	$401K	0.1%	341 SH	New
GENERAL DYNAMICS CORP	COM	$1.2M	0.4%Prev: 0.3%	3,485 SH	Increased-306 SH
GRAB HOLDINGS LIMITED	CLASS A ORD	$56K	0.0%	14,979 SH	New
GRACO INC	COM	$222K	0.1%Prev: 0.1%	2,935 SH	Decreased
HOME DEPOT INC	COM	$2.3M	0.7%Prev: 0.8%	6,420 SH	Decreased-271 SH
ILLINOIS TOOL WKS INC	COM	$2.3M	0.7%Prev: 0.7%	8,655 SH	Increased-600 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.8M	0.5%Prev: 0.9%	14,628 SH	Decreased-1,206 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$460K	0.1%Prev: 0.1%	19,548 SH	Increased+580 SH
ISHARES TR	CORE S&P TTL STK	$405K	0.1%Prev: 0.1%	2,465 SH	Increased-234 SH
ISHARES TR	MSCI ACWI ETF	$3.6M	1.0%Prev: 1.0%	22,652 SH	Increased-2,370 SH
ISHARES TR	MSCI EAFE ETF	$4.0M	1.2%Prev: 1.1%	38,309 SH	Increased-2,875 SH
ISHARES TR	MSCI EMG MKT ETF	$8.2M	2.4%Prev: 2.1%	119,596 SH	Increased-23,635 SH
ISHARES TR	RUS 1000 GRW ETF	$31.5M	9.2%Prev: 8.7%	253,707 SH	Increased+186,997 SH
ISHARES TR	RUS 1000 VAL ETF	$26.6M	7.8%Prev: 6.8%	109,904 SH	Increased-4,221 SH
ISHARES TR	RUS MID CAP ETF	$19.8M	5.8%Prev: 5.2%	179,719 SH	Increased-3,321 SH
ISHARES TR	RUSSELL 2000 ETF	$7.4M	2.2%Prev: 1.9%	24,589 SH	Increased-4,714 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.2M	0.3%Prev: 0.1%	22,920 SH	Increased+14,872 SH
JOHNSON & JOHNSON	COM	$3.2M	0.9%Prev: 0.7%	12,424 SH	Increased-1,508 SH
JPMORGAN CHASE & CO	COM	$1.5M	0.4%	4,664 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$1.0M	0.3%Prev: 0.3%	3,558 SH	Increased-376 SH
LAM RESEARCH CORP	COM NEW	$266K	0.1%	614 SH	New
LINDE PLC	SHS	$1.6M	0.5%Prev: 0.5%	3,083 SH	Decreased-334 SH
MARRIOTT INTL INC NEW	CL A	$487K	0.1%Prev: 0.1%	1,315 SH	Increased-42 SH
MASTERCARD INCORPORATED	CL A	$2.5M	0.7%Prev: 0.2%	4,788 SH	Increased+3,828 SH
MCDONALDS CORP	COM	$2.1M	0.6%Prev: 0.7%	7,659 SH	Decreased-570 SH
MERCADOLIBRE INC	COM	$221K	0.1%	130 SH	New
META PLATFORMS INC	CL A	$974K	0.3%Prev: 0.4%	1,730 SH	Decreased-223 SH
MICRON TECHNOLOGY INC	COM	$204K	0.1%	177 SH	New
MICROSOFT CORP	COM	$3.6M	1.1%Prev: 1.3%	9,690 SH	Decreased+986 SH
MONDELEZ INTL INC	CL A	$1.9M	0.6%Prev: 0.7%	33,522 SH	Decreased+814 SH
NETFLIX INC.	COM	$248K	0.1%	3,471 SH	New
NEXTERA ENERGY INC	COM	$2.6M	0.8%Prev: 0.7%	29,462 SH	Increased-3,015 SH
NIKE INC	CL B	$780K	0.2%Prev: 0.3%	19,002 SH	Decreased+4,270 SH
NORTHERN LTS FD TR II	WEITZ CORE PLUS	$8.7M	2.5%	342,791 SH	New
NOVARTIS AG	SPONSORED ADR	$230K	0.1%	1,465 SH	New
NVIDIA CORPORATION	COM	$4.5M	1.3%Prev: 1.2%	22,375 SH	Increased-2,048 SH
ONTO INNOVATION INC	COM	$256K	0.1%	676 SH	New
OREILLY AUTOMOTIVE INC	COM	$239K	0.1%Prev: 0.1%	2,595 SH	Decreased-180 SH
PAYCHEX INC	COM	$1.8M	0.5%Prev: 0.7%	18,596 SH	Decreased+2,005 SH
PGIM ETF TR	ACTV HY BD ETF	$2.3M	0.7%Prev: 1.4%	67,184 SH	Decreased-64,052 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$6.3M	1.8%Prev: 1.9%	62,249 SH	Increased+770 SH
PINNACLE FINL PARTNERS INC	COM	$558K	0.2%	5,536 SH	New
PPG INDS INC	COM	$907K	0.3%Prev: 0.2%	7,481 SH	Increased+741 SH
PRIMERICA INC	COM	$432K	0.1%Prev: 0.1%	1,521 SH	Increased
PRIMORIS SVCS CORP	COM	$282K	0.1%Prev: 0.1%	2,842 SH	Increased-282 SH
PROCTER & GAMBLE CO	COM	$2.0M	0.6%	13,574 SH	New
PROLOGIS INC.	COM	$1.0M	0.3%Prev: 0.3%	7,454 SH	Increased-484 SH
RBC BEARINGS INC	COM	$730K	0.2%Prev: 0.1%	1,134 SH	Increased-115 SH
REALTY INCOME CORP	COM	$787K	0.2%Prev: 0.2%	12,707 SH	Increased-535 SH
S&P GLOBAL INC	COM	$2.0M	0.6%Prev: 0.1%	4,873 SH	Increased+4,465 SH
SANDISK CORP	COM	$571K	0.2%	251 SH	New
SHELL PLC	SPON ADS	$204K	0.1%	2,637 SH	New
SIMPSON MFG INC	COM	$500K	0.1%Prev: 0.1%	2,386 SH	Increased-582 SH
SOUTHERN CO	COM	$579K	0.2%Prev: 0.2%	6,048 SH	Increased-152 SH
SPDR SERIES TRUST	ST NUVE TERM ETF	$579K	0.2%	12,063 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$498K	0.1%	5,434 SH	New
SPDR SERIES TRUST	ST STR NUVEE ETF	$424K	0.1%	9,268 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$480K	0.1%	643 SH	New
STRYKER CORPORATION	COM	$977K	0.3%Prev: 0.4%	3,103 SH	Decreased-334 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$329K	0.1%	689 SH	New
TELEDYNE TECHNOLOGIES INC	COM	$207K	0.1%	311 SH	New
TESLA INC	COM	$847K	0.2%Prev: 0.2%	2,014 SH	Increased-296 SH
TJX COS INC NEW	COM	$203K	0.1%	1,341 SH	New
TRACTOR SUPPLY CO	COM	$287K	0.1%Prev: 0.3%	9,094 SH	Decreased-9,935 SH
TRUIST FINL CORP	COM	$247K	0.1%Prev: 0.1%	4,966 SH	Increased+15 SH
UBER TECHNOLOGIES INC	COM	$212K	0.1%Prev: 0.1%	2,938 SH	Decreased-824 SH
UNITEDHEALTH GROUP INC	COM	$1.1M	0.3%Prev: 0.2%	2,580 SH	Increased+266 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$628K	0.2%Prev: 0.2%	12,186 SH	Decreased-982 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$6.9M	2.0%Prev: 2.0%	99,799 SH	Increased+8,285 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.4M	0.7%Prev: 0.8%	29,363 SH	Decreased+19,913 SH
VANGUARD INDEX FDS	SMALL CP ETF	$520K	0.2%Prev: 0.2%	1,714 SH	Decreased-780 SH
VANGUARD INSTL INDEX FD	0 3 MO TR BI ETF	$6.2M	1.8%	81,692 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.9M	2.9%Prev: 2.9%	165,149 SH	Increased-27,998 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$614K	0.2%Prev: 0.2%	12,140 SH	Increased+191 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.4M	0.4%Prev: 0.4%	4,227 SH	Increased-369 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$2.3M	0.7%Prev: 0.5%	19,183 SH	Increased-158 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$13.4M	3.9%Prev: 2.7%	188,437 SH	Increased+34,215 SH
VANGUARD WORLD FD	INF TECH ETF	$446K	0.1%Prev: 0.1%	3,732 SH	Increased+3,266 SH
VERTEX PHARMACEUTICALS INC	COM	$218K	0.1%Prev: 0.1%	439 SH	Decreased-106 SH
VISA INC	COM CL A	$2.9M	0.8%Prev: 0.9%	8,365 SH	Decreased-168 SH
VULCAN MATLS CO	COM	$31.6M	9.2%Prev: 9.6%	107,154 SH	Increased-13,036 SH
WALMART INC	COM	$1.4M	0.4%Prev: 0.5%	12,185 SH	Decreased-3,926 SH
WATTS WATER TECHNOLOGIES INC	CL A	$448K	0.1%Prev: 0.1%	1,144 SH	Increased
WEC ENERGY GROUP INC	COM	$1.2M	0.4%Prev: 0.4%	10,389 SH	Increased-563 SH
WELLS FARGO & CO	COM	$891K	0.3%	10,782 SH	New
ZOETIS INC	CL A	$360K	0.1%Prev: 0.5%	5,014 SH	Decreased-5,940 SH

Sold (vs prior filing)

ABBOTT LABS — $2.7M
AIR PRODS & CHEMS INC — $997K
BANCO SANTANDER S.A. — $248K
BANK AMERICA CORP — $984K
BOSTON SCIENTIFIC CORP — $209K
COMCAST CORP NEW — $1.9M
COSTCO WHSL CORP NEW — $2.0M
EMERSON ELEC CO — $2.7M
EQT CORP — $211K
FTI CONSULTING INC — $233K
HONEYWELL INTL INC — $915K
HOULIHAN LOKEY INC — $252K
INTERNATIONAL BUSINESS MACHS — $222K
ISHARES TR — $5.9M
ISHARES TR — $6.4M
JPMORGAN CHASE & CO. — $1.4M
MANHATTAN ASSOCIATES INC — $341K
MCCORMICK & CO INC — $804K
MERCADOLIBRE INC — $274K
MIZUHO FINANCIAL GROUP INC — $58K
… and 18 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