PFW Advisors LLC
•CIK: 1989744•Filing: Q4 2025
**PFW Advisors LLC** manages $331M across a diversified portfolio of 121 positions. The strategy exhibits significant concentration in select names, notably holding KO at $31.7M and VMC at $30.6M. Further substantial allocations include IWF ($30.4M) and IWD ($24.0M), suggesting a focused, conviction-driven approach to market opportunities. The top ten holdings alone represent substantial exposure across consumer staples, industrials, and international equities.
Total AUM
$331.1M
QoQ Performance
-2.1%
Positions
107
Top 10 Concentration
53.3%
Latest Filing
Q4 2025
Top Holdings Allocation
KO
VMC
IWF
IWD
IWR
KO9.6%
VMC9.2%
IWF9.2%
IWD7.2%
IWR5.3%
VEA3.6%
VWO2.7%
MINT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.4%
Consumer Staples10.1%
Technology8.1%
Consumer4.1%
Financial3.4%
Healthcare2.8%
Materials1.0%
Utilities0.9%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW4 new positions
↑21 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023