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: $336.8M122 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$2.1M	0.6%	21,410 SH	New
ABBVIE INC	COM	$240K	0.1%Prev: 0.1%	917 SH	Increased-66 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.1M	0.6%Prev: 0.6%	11,435 SH	Increased+3,649 SH
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.3%Prev: 0.1%	1,721 SH	Increased-406 SH
ALPHABET INC	CAP STK CL A	$2.5M	0.7%Prev: 0.5%	7,226 SH	Increased-403 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.4%Prev: 0.3%	3,882 SH	Increased-305 SH
AMAZON COM INC	COM	$1.7M	0.5%Prev: 0.5%	6,988 SH	Increased-787 SH
AMERICAN WTR WKS CO INC NEW	COM	$1.8M	0.5%Prev: 0.6%	13,792 SH	Decreased-252 SH
AMGEN INC	COM	$1.3M	0.4%Prev: 0.3%	3,188 SH	Increased-272 SH
ANALOG DEVICES INC	COM	$1.6M	0.5%Prev: 0.4%	3,913 SH	Increased-1,711 SH
ANGLOGOLD ASHANTI PLC	COM SHS	$347K	0.1%	3,694 SH	New
AON PLC	SHS CL A	$800K	0.2%Prev: 0.3%	2,890 SH	Decreased+11 SH
APPLE INC	COM	$7.5M	2.2%Prev: 1.8%	22,622 SH	Increased-1,623 SH
APPLIED MATLS INC	COM	$287K	0.1%	561 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$243K	0.1%	134 SH	New
BANCO SANTANDER SA	ADR	$378K	0.1%	27,344 SH	New
BANK OF AMER CORP	COM	$1.0M	0.3%	18,622 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$659K	0.2%Prev: 0.2%	1,323 SH	Decreased-210 SH
BLACKROCK INC	COM	$2.3M	0.7%Prev: 0.8%	2,179 SH	Decreased-215 SH
BOOKING HOLDINGS INC	COM	$669K	0.2%	4,109 SH	New
BROADCOM INC	COM	$2.8M	0.8%Prev: 0.4%	8,036 SH	Increased+4,036 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$1.0M	0.3%	6,257 SH	New
CATERPILLAR INC	COM	$282K	0.1%	348 SH	New
CENCORA INC	COM	$811K	0.2%	2,700 SH	New
CHEVRON CORPORATION	COM	$210K	0.1%	1,030 SH	New
CISCO SYS INC	COM	$2.9M	0.9%Prev: 0.8%	26,603 SH	Increased-11,776 SH
COCA COLA CO	COM	$38.9M	11.6%Prev: 8.9%	452,369 SH	Increased-2,712 SH
COMMERCE BANCSHARES INC	COM	$1.2M	0.3%Prev: 0.4%	21,029 SH	Decreased+309 SH
CONOCOPHILLIPS	COM	$234K	0.1%Prev: 0.1%	1,867 SH	Decreased-844 SH
COSTCO WHOLESALE CORPORATION	COM	$1.8M	0.5%	1,993 SH	New
CROWDSTRIKE HLDGS INC	CL A	$442K	0.1%Prev: 0.1%	1,669 SH	Increased+1,190 SH
ECOLAB INC	COM	$1.3M	0.4%Prev: 0.4%	4,674 SH	Decreased-435 SH
ELI LILLY & CO	COM	$3.1M	0.9%Prev: 0.4%	2,692 SH	Increased+769 SH
EMCOR GROUP INC	COM	$414K	0.1%Prev: 0.2%	549 SH	Decreased-708 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$331K	0.1%	2,036 SH	New
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$1.1M	0.3%	10,582 SH	New
GE AEROSPACE	COM NEW	$434K	0.1%Prev: 0.1%	1,391 SH	Decreased-121 SH
GE VERNOVA INC	COM	$329K	0.1%Prev: 0.1%	346 SH	Increased+4 SH
GENERAL DYNAMICS CORP	COM	$1.2M	0.3%Prev: 0.4%	3,470 SH	Decreased-303 SH
GRACO INC	COM	$228K	0.1%Prev: 0.1%	2,961 SH	Decreased+26 SH
HOME DEPOT INC	COM	$1.8M	0.5%Prev: 0.8%	6,346 SH	Decreased-618 SH
ILLINOIS TOOL WKS INC	COM	$2.2M	0.7%Prev: 0.7%	8,612 SH	Decreased-612 SH
INTERCONTINENTAL EXCHANGE IN	COM	$2.2M	0.7%Prev: 0.8%	14,621 SH	Decreased-1,412 SH
INTUIT	COM	$479K	0.1%	1,736 SH	New
ISHARES TR	CORE 60 BALA ETF	$202K	0.1%	2,941 SH	New
ISHARES TR	CORE S&P TTL STK	$410K	0.1%Prev: 0.1%	2,465 SH	Increased
ISHARES TR	MSCI ACWI ETF	$3.4M	1.0%Prev: 1.0%	21,223 SH	Decreased-4,010 SH
ISHARES TR	MSCI EAFE ETF	$3.9M	1.2%Prev: 1.1%	37,516 SH	Increased-3,245 SH
ISHARES TR	MSCI EMG MKT ETF	$8.0M	2.4%Prev: 2.2%	119,574 SH	Increased-18,464 SH
ISHARES TR	RUS 1000 GRW ETF	$31.7M	9.4%Prev: 9.0%	252,751 SH	Increased+187,515 SH
ISHARES TR	RUS 1000 VAL ETF	$26.3M	7.8%Prev: 6.9%	105,963 SH	Increased-7,873 SH
ISHARES TR	RUS MID CAP ETF	$19.0M	5.6%Prev: 5.2%	177,997 SH	Increased-4,136 SH
ISHARES TR	RUSSELL 2000 ETF	$6.7M	2.0%Prev: 2.0%	24,288 SH	Increased-3,246 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$691K	0.2%	14,520 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$210K	0.1%	4,172 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.0M	0.6%Prev: 0.1%	39,141 SH	Increased+32,777 SH
JOHNSON & JOHNSON	COM	$3.3M	1.0%Prev: 0.8%	12,428 SH	Increased-1,448 SH
JPMORGAN CHASE & CO	COM	$1.6M	0.5%	4,689 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$836K	0.2%Prev: 0.4%	3,532 SH	Decreased-390 SH
LAM RESEARCH CORP	COM NEW	$209K	0.1%	635 SH	New
LINDE PLC	SHS	$1.5M	0.4%Prev: 0.5%	3,083 SH	Decreased-238 SH
MANHATTAN ASSOCIATES INC	COM	$284K	0.1%Prev: 0.1%	1,427 SH	Decreased-301 SH
MARRIOTT INTL INC NEW	CL A	$471K	0.1%Prev: 0.1%	1,323 SH	Increased-36 SH
MASTERCARD INCORPORATED	CL A	$2.6M	0.8%Prev: 0.2%	4,770 SH	Increased+3,748 SH
MCDONALDS CORP	COM	$1.8M	0.5%Prev: 0.7%	7,698 SH	Decreased-477 SH
MERCADOLIBRE INC	COM	$225K	0.1%	130 SH	New
META PLATFORMS INC	CL A	$1.3M	0.4%Prev: 0.4%	1,814 SH	Decreased-126 SH
MICRON TECHNOLOGY INC	COM	$267K	0.1%	251 SH	New
MICROSOFT CORP	COM	$5.1M	1.5%Prev: 1.4%	9,991 SH	Increased+1,044 SH
MONDELEZ INTL INC	CL A	$1.9M	0.6%Prev: 0.6%	33,551 SH	Decreased+855 SH
NETFLIX INC.	COM	$256K	0.1%	3,683 SH	New
NEXTERA ENERGY INC	COM	$2.2M	0.7%Prev: 0.7%	29,064 SH	Decreased-3,333 SH
NORTHERN LTS FD TR II	WEITZ CORE PLUS	$8.5M	2.5%	352,818 SH	New
NOVARTIS AG	SPONSORED ADR	$208K	0.1%	1,457 SH	New
NVIDIA CORPORATION	COM	$5.2M	1.5%Prev: 1.4%	22,855 SH	Increased-2,771 SH
ONTO INNOVATION INC	COM	$209K	0.1%	679 SH	New
OREILLY AUTOMOTIVE INC	COM	$222K	0.1%Prev: 0.1%	2,595 SH	Decreased-180 SH
PALANTIR TECHNOLOGIES INC	CL A	$216K	0.1%Prev: 0.1%	1,157 SH	Increased-20 SH
PAYCHEX INC	COM	$1.8M	0.5%Prev: 0.6%	18,516 SH	Decreased+1,974 SH
PGIM ETF TR	ACTV HY BD ETF	$2.3M	0.7%Prev: 1.4%	67,987 SH	Decreased-63,845 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$6.3M	1.9%Prev: 1.8%	62,649 SH	Increased+3,421 SH
PINNACLE FINL PARTNERS INC	COM	$518K	0.2%	5,536 SH	New
PPG INDS INC	COM	$777K	0.2%Prev: 0.2%	7,452 SH	Decreased+27 SH
PRIMERICA INC	COM	$344K	0.1%Prev: 0.1%	1,263 SH	Decreased-258 SH
PRIMORIS SVCS CORP	COM	$212K	0.1%Prev: 0.1%	2,842 SH	Decreased-282 SH
PROCTER & GAMBLE CO	COM	$2.0M	0.6%	13,622 SH	New
PROLOGIS INC.	COM	$968K	0.3%Prev: 0.3%	7,453 SH	Increased-445 SH
RBC BEARINGS INC	COM	$539K	0.2%Prev: 0.1%	1,079 SH	Increased-170 SH
REALTY INCOME CORP	COM	$689K	0.2%Prev: 0.2%	12,684 SH	Decreased-533 SH
S&P GLOBAL INC	COM	$1.9M	0.6%Prev: 0.1%	4,874 SH	Increased+4,397 SH
SANDISK CORP	COM	$456K	0.1%	262 SH	New
SHELL PLC	SPON ADS	$202K	0.1%Prev: 0.1%	2,125 SH	Decreased-704 SH
SIMPSON MFG INC	COM	$359K	0.1%Prev: 0.1%	2,101 SH	Decreased-867 SH
SOUTHERN CO	COM	$488K	0.1%Prev: 0.2%	5,889 SH	Decreased-312 SH
SPDR SERIES TRUST	ST STR BLO 1 ETF	$261K	0.1%	2,853 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$416K	0.1%	545 SH	New
STRYKER CORPORATION	COM	$854K	0.3%Prev: 0.4%	3,100 SH	Decreased-317 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$319K	0.1%	700 SH	New
TENET HEALTHCARE CORP	COM NEW	$252K	0.1%Prev: 0.1%	985 SH	Increased-248 SH
TESLA INC	COM	$723K	0.2%Prev: 0.3%	2,037 SH	Decreased-210 SH
TRACTOR SUPPLY CO	COM	$584K	0.2%Prev: 0.3%	18,676 SH	Decreased-263 SH
TRUIST FINL CORP	COM	$230K	0.1%Prev: 0.1%	4,975 SH	Increased+24 SH
UBER TECHNOLOGIES INC	COM	$206K	0.1%Prev: 0.1%	3,014 SH	Decreased-748 SH
UNITEDHEALTH GROUP INC	COM	$953K	0.3%Prev: 0.3%	2,597 SH	Increased-125 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$6.5M	1.9%Prev: 1.9%	104,271 SH	Decreased+11,373 SH
VANGUARD INDEX FDS	MRNGSTR MID CAP	$2.3M	0.7%	29,032 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$488K	0.1%	1,714 SH	New
VANGUARD INSTL INDEX FD	0 3 MO TR BI ETF	$4.3M	1.3%	56,350 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.7M	2.9%Prev: 2.7%	162,905 SH	Increased-3,585 SH
VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$860K	0.3%	11,565 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.4M	0.4%Prev: 0.4%	4,144 SH	Increased-312 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$2.1M	0.6%Prev: 0.6%	18,462 SH	Increased-833 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$13.3M	4.0%Prev: 3.2%	188,593 SH	Increased+7,826 SH
VANGUARD WORLD FD	INF TECH ETF	$470K	0.1%Prev: 0.1%	3,736 SH	Increased+3,270 SH
VERTEX PHARMACEUTICALS INC	COM	$229K	0.1%	438 SH	New
VISA INC	COM CL A	$3.0M	0.9%Prev: 0.9%	8,402 SH	Increased-364 SH
VULCAN MATLS CO	COM	$26.2M	7.8%Prev: 9.8%	107,155 SH	Decreased-35 SH
WALMART INC	COM	$1.3M	0.4%Prev: 0.5%	12,126 SH	Decreased-4,750 SH
WATTS WATER TECHNOLOGIES INC	CL A	$328K	0.1%Prev: 0.1%	927 SH	Increased-217 SH
WEC ENERGY GROUP INC	COM	$1.0M	0.3%Prev: 0.4%	10,365 SH	Decreased-615 SH
WELLS FARGO & CO	COM	$874K	0.3%	10,918 SH	New
ZOETIS INC	CL A	$1.2M	0.4%Prev: 0.5%	17,046 SH	Decreased+5,542 SH

Sold (vs prior filing)

ABBOTT LABS — $2.7M
ACUSHNET HLDGS CORP — $292K
AIR PRODS & CHEMS INC — $961K
APPLOVIN CORP — $476K
BANCO SANTANDER S.A. — $318K
BANK AMERICA CORP — $1.1M
BLACKSTONE INC — $255K
CADENCE DESIGN SYSTEM INC — $210K
COMCAST CORP NEW — $1.6M
COSTCO WHSL CORP NEW — $2.0M
EMERSON ELEC CO — $2.6M
EXXON MOBIL CORP — $251K
FTI CONSULTING INC — $233K
HONEYWELL INTL INC — $825K
HOULIHAN LOKEY INC — $288K
INTERNATIONAL BUSINESS MACHS — $247K
INVESCO EXCH TRADED FD TR II — $619K
ISHARES TR — $6.0M
ISHARES TR — $6.6M
JPMORGAN CHASE & CO. — $1.5M
… and 25 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