PW ADVISORS, LLC \ FL: 13F holdings
CIK 20959192026Q2
| Positions | 36 |
|---|
| Reported value | $149.8m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 36 (+1 vs prior quarter) |
|---|
| Reported value | $149.8m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUV AMERICAN CENTY ETF TR | 170,148 | $21.2m | 14.2% |
| DIMENSIONAL ETF TRUST | 478,235 | $21.2m | 14.2% |
| JMUB J P MORGAN EXCHANGE TRADED F | 329,861 | $16.7m | 11.2% |
| MUNI PIMCO ETF TR | 317,618 | $16.7m | 11.2% |
| IVV ISHARES TR | 11,007 | $8.2m | 5.5% |
| VGK ISHARES TR | 91,347 | $8.1m | 5.4% |
| IJH ISHARES TR | 96,446 | $7.4m | 5.0% |
| AVDV AMERICAN CENTY ETF TR | 71,554 | $7.4m | 4.9% |
| AVEM AMERICAN CENTY ETF TR | 72,212 | $7.0m | 4.7% |
| DIMENSIONAL ETF TRUST | 55,190 | $3.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2095919")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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