PW ADVISORS, LLC \ FL
All 13F Filings
- Location
- Tallahassee, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 149,830
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 36 | 149,830 | 13F-HR | PW ADVISORS, LLC \ FL |
| Q1 2026 | 4/24/2026 | 35 | 133,493 | 13F-HR | PW ADVISORS, LLC \ FL |
| Q4 2025 | 2/17/2026 | 34 | 124,573 | 13F-HR | PW ADVISORS, LLC \ FL |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 487 | 0.3% | 68 | 0 | 68 |
| ETFs | 149.3 K | 99.7% | 16.27 K | 0 | 16.27 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
149,830
Holdings
36
QoQ value change ($000)
16,337
(12.2%)
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.