PFW Advisors LLC

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q1 2026
Holdings value ($000)
317,932
Description
Website
Founded
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
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
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 174.3 K 54.8% 0 34.03 K -34.03 K
ETFs 137 K 43.1% 26.8 K 0 26.8 K
Debt 6.688 K 2.1% 64 0 64
Other 0 0.0% 0 6.017 K -6.017 K
Swipe for more columns

Fund Snapshot

Q1 2026
Latest filed
4/10/2026
Total value ($000)
317,932
Holdings
118
QoQ value change ($000)
-13,176 (-4.0%)
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.