account_balance
Investment manager · 13F filer · SEC CIK 2095919
Pw Advisors, LLC
Reported value$145Mas of Sep 30, 2026
Positions35 0 new, 1 sold out
Top 10 weight82.3%DFAC alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
15.1%Added +3%
AVUVAmerican Centy ETF Tr
14.0%
MUNIPimco ETF Tr
11.2%Added +3%
JMUBJ P Morgan Exchange Traded F
11.2%Added +3%
IVViShares Tr
6.3%Added +8%
IDEViShares Tr
5.9%Added +4%
AVDVAmerican Centy ETF Tr
5.6%Added +4%
AVEMAmerican Centy ETF Tr
5.6%Added +19%
IJHiShares Tr
4.9%Added +3%
IGIBiShares Tr
2.4%
DFGXDimensional ETF Trust
2.1%
DFAT1.8%
DFACDimensional ETF Trust
15.1%Added +3%
AVUVAmerican Centy ETF Tr
14.0%
MUNIPimco ETF Tr
11.2%+3%
JMUBJ P Morgan Exchange Traded F
11.2%+3%
IVViShares Tr
6.3%
IDEViShares Tr
5.9%
AVDVAmerican Centy ETF Tr
5.6%
AVEMAmerican Centy ETF Tr
5.6%
IJHiShares Tr
4.9%
IGIB
DFAT
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
DFAC Dimensional ETF Trust 15.1% Added +3%
AVUV American Centy ETF Tr 14.0% Held
MUNI Pimco ETF Tr 11.2% Added +3%
JMUB J P Morgan Exchange Traded F 11.2% Added +3%
IVV iShares Tr 6.3% Added +8%
IDEV iShares Tr 5.9% Added +4%
AVDV American Centy ETF Tr 5.6% Added +4%
AVEM American Centy ETF Tr 5.6% Added +19%
IJH iShares Tr 4.9% Added +3%
IGIB iShares Tr 2.4% Held
DFGX Dimensional ETF Trust 2.1% Held
DFAT Dimensional ETF Trust 1.8% Trimmed −27%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- AVEM +19%
- VTV +10%
- IVV +8%
- IDEV +4%
arrow_downwardTrimmed
- DFEM −57%
- DFAE −55%
- STIP −41%
- DFAT −27%
remove_circleSold out
- BLOK $274K
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