PFW Advisors LLC: 13F holdings
CIK 19897442026Q2
| Positions | 124 |
|---|
| Reported value | $343.0m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 124 (+6 vs prior quarter) |
|---|
| Reported value | $343.0m (+7.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KO COCA COLA CO | 452,660 | $36.8m | 10.7% |
| VMC VULCAN MATLS CO | 107,154 | $31.6m | 9.2% |
| IWF ISHARES TR | 253,707 | $31.5m | 9.2% |
| IWD ISHARES TR | 109,904 | $26.6m | 7.8% |
| IWR ISHARES TR | 179,719 | $19.8m | 5.8% |
| VEA VANGUARD TAX-MANAGED FDS | 188,437 | $13.4m | 3.9% |
| VWO VANGUARD INTL EQUITY INDEX F | 165,149 | $9.9m | 2.9% |
| NORTHERN LTS FD TR II | 342,791 | $8.7m | 2.5% |
| EEM ISHARES TR | 119,596 | $8.2m | 2.4% |
| IWM ISHARES TR | 24,589 | $7.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1989744")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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