account_balance
Investment manager · 13F filer · SEC CIK 1989744
PFW Advisors LLC
Reported value$337Mas of Sep 30, 2026
Positions122 11 new, 13 sold out
Top 10 weight56.2%KO alone is 12%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
KOCoca-Cola Co
11.6%
IWFiShares Tr
9.4%
IWDiShares Tr
7.8%Trimmed −4%
VMCVulcan Materials CO
7.8%
IWRiShares Tr
5.6%
VEAVanguard Tax-Managed FDS
4.0%
VWOVanguard Intl Equity Index F
2.9%
WCPBNorthern LTS Fd Tr II
2.5%Added +3%
EEMiShares Tr
2.4%
AAPLApple Inc.
2.2%
IWMiShares Tr
2.0%
BLVVanguard Bd Index FDS
1.9%
KOCoca-Cola Co
11.6%
IWFiShares Tr
9.4%
IWDiShares Tr
7.8%−4%
VMCVulcan Materials CO
7.8%
IWRiShares Tr
5.6%
VEAVanguard Tax-Managed FDS
4.0%
VWO2.9%
WCPB2.5%
EEM2.4%
AAPLIWM2.0%
BLV1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KO Coca-Cola Co 11.6% Held
IWF iShares Tr 9.4% Held
IWD iShares Tr 7.8% Trimmed −4%
VMC Vulcan Materials CO 7.8% HeldIWR iShares Tr 5.6% Held
VEA Vanguard Tax-Managed FDS 4.0% Held
VWO Vanguard Intl Equity Index F 2.9% Held
WCPB Northern LTS Fd Tr II 2.5% Added +3%
EEM iShares Tr 2.4% Held
AAPL Apple Inc. 2.2% HeldIWM iShares Tr 2.0% Held
BLV Vanguard Bd Index FDS 1.9% Added +4%
What changed
Biggest moves since Jun 30, 2026
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