PFW Advisors LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 336,769
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 122 | 336,769 | 13F-HR | PFW Advisors LLC |
| Q2 2026 | 7/13/2026 | 124 | 343,027 | 13F-HR | PFW Advisors LLC |
| Q1 2026 | 4/10/2026 | 118 | 317,932 | 13F-HR | PFW Advisors LLC |
| Q4 2025 | 1/12/2026 | 121 | 331,108 | 13F-HR | PFW Advisors LLC |
| Q3 2025 | 10/14/2025 | 129 | 338,106 | 13F-HR | PFW Advisors LLC |
| Q2 2025 | 7/9/2025 | 125 | 325,066 | 13F-HR | PFW Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 183.7 K | 54.6% | 0 | 914 | -914 |
| ETFs | 146.5 K | 43.5% | 0 | 5.007 K | -5.007 K |
| Debt | 6.541 K | 1.9% | 0 | 338 | -338 |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
336,769
Holdings
122
QoQ value change ($000)
-6,258
(-1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.