PFW Advisors LLC

ATLANTA, GA · CIK 1989744 · 13F filing filed 2026-07-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtlanta, GA

$343.0m reported value +7.9% vs Q1 2026

124positions

56.5%in top 10

13 new 28 added 70 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	COCA COLA CO COM KO	KO	452,660	$36.8m10.72%	10.72%	Reduced -449	-449 -0.1%
2	VULCAN MATLS CO COM VMC	VMC	107,154	$31.6m9.22%	9.22%	Reduced -36	-36 -0.0%
3	ISHARES TR RUS 1000 GRW ETF IWF	IWF	253,707	$31.5m9.18%	9.18%	Reduced -2.3k	-2,317 -0.9%
4	ISHARES TR RUS 1000 VAL ETF IWD	IWD	109,904	$26.6m7.77%	7.77%	Reduced -1.1k	-1,111 -1.0%
5	ISHARES TR RUS MID CAP ETF IWR	IWR	179,719	$19.8m5.78%	5.78%	Reduced -1.6k	-1,649 -0.9%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	188,437	$13.4m3.91%	3.91%	Reduced -1.5k	-1,486 -0.8%
7	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	165,149	$9.9m2.87%	2.87%	Reduced -2.9k	-2,879 -1.7%
8	NORTHERN LTS FD TR II WEITZ CORE PLUS WCPB	WCPB	342,791	$8.7m2.53%	2.53%	Added +10.1k	+10,070 3.0%
9	ISHARES TR MSCI EMG MKT ETF EEM	EEM	119,596	$8.2m2.39%	2.39%	Reduced -2.9k	-2,910 -2.4%
10	ISHARES TR RUSSELL 2000 ETF IWM	IWM	24,589	$7.4m2.15%	2.15%	Reduced -246	-246 -1.0%
11	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	99,799	$6.9m2.01%	2.01%	Added +2.6k	+2,556 2.6%
12	APPLE INC COM AAPL	AAPL	22,441	$6.5m1.89%	1.89%	Reduced -1.0k	-1,034 -4.4%
13	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	62,249	$6.3m1.83%	1.83%	Added +1.2k	+1,172 1.9%
14	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	81,692	$6.2m1.80%	1.80%	Reduced -9.8k	-9,771 -10.7%
15	NVIDIA CORPORATION COM NVDA	NVDA	22,375	$4.5m1.31%	1.31%	Reduced -1.3k	-1,325 -5.6%
16	ISHARES TR MSCI EAFE ETF EFA	EFA	38,309	$4.0m1.16%	1.16%	Reduced -1.0k	-1,019 -2.6%
17	MICROSOFT CORP COM MSFT	MSFT	9,690	$3.6m1.05%	1.05%	Added +1.1k	+1,054 12.2%
18	ISHARES TR MSCI ACWI ETF ACWI	ACWI	22,652	$3.6m1.04%	1.04%	Reduced -316	-316 -1.4%
19	ELI LILLY & CO COM LLY	LLY	2,695	$3.2m0.94%	0.94%	Added +833	+833 44.7%
20	JOHNSON & JOHNSON COM JNJ	JNJ	12,424	$3.2m0.92%	0.92%	Reduced -680	-680 -5.2%
21	CISCO SYS INC COM CSCO	CSCO	26,594	$3.1m0.91%	0.91%	Reduced -8.9k	-8,881 -25.0%
22	VISA INC COM CL A V	V	8,365	$2.9m0.84%	0.84%	Reduced -246	-246 -2.9%
23	NEXTERA ENERGY INC COM NEE	NEE	29,462	$2.6m0.75%	0.75%	Reduced -1.9k	-1,937 -6.2%
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,201	$2.6m0.75%	0.75%	Reduced -121	-121 -1.6%
25	MASTERCARD INCORPORATED CL A MA	MA	4,788	$2.5m0.72%	0.72%	Added +1.8k	+1,812 60.9%
26	VANGUARD INDEX FDS MID CAP ETF VO	VO	29,363	$2.4m0.69%	0.69%	Reduced -2.5k	-2,493 -7.8%
27	PGIM ETF TR ACTV HY BD ETF PHYL	PHYL	67,184	$2.3m0.68%	0.68%	Reduced -48	-48 -0.1%
28	ILLINOIS TOOL WKS INC COM ITW	ITW	8,655	$2.3m0.68%	0.68%	Reduced -267	-267 -3.0%
29	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	19,183	$2.3m0.68%	0.68%	Reduced -64	-64 -0.3%
30	HOME DEPOT INC COM HD	HD	6,420	$2.3m0.66%	0.66%	Reduced -291	-291 -4.3%
31	BROADCOM INC COM AVGO	AVGO	5,990	$2.3m0.66%	0.66%	Reduced -135	-135 -2.2%
32	BLACKROCK INC COM BLK	BLK	2,186	$2.1m0.61%	0.61%	Reduced -31	-31 -1.4%
33	MCDONALDS CORP COM MCD	MCD	7,659	$2.1m0.60%	0.60%	Reduced -132	-132 -1.7%
34	PROCTER AND GAMBLE CO COM PG	PG	13,574	$2.0m0.58%	0.58%	Added +156	+156 1.2%
35	S&P GLOBAL INC COM SPGI	SPGI	4,873	$2.0m0.58%	0.58%	Added +4.3k	+4,305 757.9%
36	MONDELEZ INTL INC CL A MDLZ	MDLZ	33,522	$1.9m0.57%	0.57%	Reduced -31	-31 -0.1%
37	ABBOTT LABS COM ABT	ABT	21,116	$1.9m0.56%	0.56%	Added +1.8k	+1,782 9.2%
38	COSTCO WHSL CORP NEW COM COST	COST	2,001	$1.9m0.55%	0.55%	Reduced -38	-38 -1.9%
39	PAYCHEX INC COM PAYX	PAYX	18,596	$1.8m0.53%	0.53%	Added +1.5k	+1,497 8.8%
40	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	13,844	$1.8m0.53%	0.53%	Reduced -194	-194 -1.4%
41	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	14,628	$1.8m0.52%	0.52%	Reduced -308	-308 -2.1%
42	AMAZON COM INC COM AMZN	AMZN	6,941	$1.7m0.48%	0.48%	Reduced -286	-286 -4.0%
43	LINDE PLC SHS LIN	LIN	3,083	$1.6m0.47%	0.47%	Reduced -71	-71 -2.2%
44	ANALOG DEVICES INC COM ADI	ADI	3,921	$1.6m0.45%	0.45%	Reduced -736	-736 -15.8%
45	JPMORGAN CHASE & CO COM JPM	JPM	4,664	$1.5m0.45%	0.45%	Reduced -50	-50 -1.1%
46	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	4,227	$1.4m0.42%	0.42%	Reduced -124	-124 -2.9%
47	ALPHABET INC CAP STK CL C GOOG	GOOG	3,920	$1.4m0.40%	0.40%	Added +69	+69 1.8%
48	WALMART INC COM WMT	WMT	12,185	$1.4m0.40%	0.40%	Reduced -450	-450 -3.6%
49	FEDERAL RLTY INVT TR NEW SH BEN INT NEW FRT	FRT	10,623	$1.3m0.38%	0.38%	Reduced -335	-335 -3.1%
50	ECOLAB INC COM ECL	ECL	4,681	$1.3m0.38%	0.38%	Reduced -83	-83 -1.7%
51	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	10,107	$1.3m0.37%	0.37%	Added +1.4k	+1,441 16.6%
52	GENERAL DYNAMICS CORP COM GD	GD	3,485	$1.2m0.36%	0.36%	Reduced -86	-86 -2.4%
53	COMMERCE BANCSHARES INC COM CBSH	CBSH	21,069	$1.2m0.35%	0.35%	Reduced -428	-428 -2.0%
54	WEC ENERGY GROUP INC COM WEC	WEC	10,389	$1.2m0.35%	0.35%	Reduced -467	-467 -4.3%
55	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	22,920	$1.2m0.34%	0.34%	Added +7.0k	+6,965 43.6%
56	AMGEN INC COM AMGN	AMGN	3,208	$1.2m0.34%	0.34%	Reduced -222	-222 -6.5%
57	UNITEDHEALTH GROUP INC COM UNH	UNH	2,580	$1.1m0.31%	0.31%	Added +13	+13 0.5%
58	BANK AMERICA CORP COM BAC	BAC	18,552	$1.1m0.31%	0.31%	Added +100	+100 0.5%
59	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	3,558	$1.0m0.30%	0.30%	Reduced -191	-191 -5.1%
60	PROLOGIS INC. COM PLD	PLD	7,454	$1.0m0.29%	0.29%	Reduced -488	-488 -6.1%
61	STRYKER CORPORATION COM SYK	SYK	3,103	$976.9k0.28%	0.28%	Reduced -120	-120 -3.7%
62	META PLATFORMS INC CL A META	META	1,730	$974.5k0.28%	0.28%	Reduced -93	-93 -5.1%
63	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,671	$970.7k0.28%	0.28%	Reduced -273	-273 -14.0%
64	AON PLC SHS CL A AON	AON	2,884	$956.6k0.28%	0.28%	Added +5	+5 0.2%
65	PPG INDS INC COM PPG	PPG	7,481	$907.4k0.26%	0.26%	Reduced -201	-201 -2.6%
66	WELLS FARGO CO NEW COM WFC	WFC	10,782	$891.0k0.26%	0.26%	Added +72	+72 0.7%
67	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	6,220	$851.8k0.25%	0.25%	New
68	TESLA INC COM TSLA	TSLA	2,014	$847.1k0.25%	0.25%	Reduced -22	-22 -1.1%
69	REALTY INCOME CORP COM O	O	12,707	$787.4k0.23%	0.23%	Reduced -739	-739 -5.5%
70	NIKE INC CL B NKE	NKE	19,002	$780.0k0.23%	0.23%	Reduced -245	-245 -1.3%
71	RBC BEARINGS INC COM RBC	RBC	1,134	$730.4k0.21%	0.21%	Unchanged
72	BOOKING HOLDINGS INC COM BKNG	BKNG	4,085	$728.1k0.21%	0.21%	New
73	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,379	$690.0k0.20%	0.20%	Reduced -33	-33 -2.3%
74	VANECK ETF TRUST HIGH YLD MUNIETF HYD	HYD	12,186	$627.7k0.18%	0.18%	Added +149	+149 1.2%
75	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	12,140	$614.0k0.18%	0.18%	Unchanged
76	CENCORA INC COM COR	COR	2,097	$593.4k0.17%	0.17%	Added +147	+147 7.5%
77	SOUTHERN CO COM SO	SO	6,048	$578.9k0.17%	0.17%	Added +15	+15 0.2%
78	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	12,063	$578.6k0.17%	0.17%	Unchanged
79	SANDISK CORP COM SNDK	SNDK	251	$570.7k0.17%	0.17%	New
80	PINNACLE FINL PARTNERS INC COM PNFP	PNFP	5,536	$558.5k0.16%	0.16%	Added +78	+78 1.4%
81	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,714	$519.5k0.15%	0.15%	Unchanged
82	GE AEROSPACE COM NEW GE	GE	1,375	$513.9k0.15%	0.15%	Reduced -44	-44 -3.1%
83	SIMPSON MFG INC COM SSD	SSD	2,386	$499.5k0.15%	0.15%	Reduced -194	-194 -7.5%
84	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	5,434	$498.0k0.15%	0.15%	Reduced -5.0k	-4,974 -47.8%
85	MARRIOTT INTL INC NEW CL A MAR	MAR	1,315	$487.2k0.14%	0.14%	Added +2	+2 0.1%
86	EMCOR GROUP INC COM EME	EME	585	$485.5k0.14%	0.14%	Reduced -295	-295 -33.5%
87	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	643	$480.3k0.14%	0.14%	Reduced -130	-130 -16.8%
88	INVESCO EXCH TRADED FD TR II NATL AMT MUNI PZA	PZA	19,548	$459.8k0.13%	0.13%	Unchanged
89	WATTS WATER TECHNOLOGIES INC CL A WTS	WTS	1,144	$447.8k0.13%	0.13%	Unchanged
90	BANCO SANTANDER S.A. ADR SAN	SAN	32,394	$447.0k0.13%	0.13%	Unchanged
91	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,732	$446.1k0.13%	0.13%	Added +4	+4 0.1%
92	ANGLOGOLD ASHANTI PLC COM SHS AU	AU	5,435	$439.6k0.13%	0.13%	New
93	PRIMERICA INC COM PRI	PRI	1,521	$432.3k0.13%	0.13%	Unchanged
94	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	9,268	$424.5k0.12%	0.12%	Unchanged
95	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,465	$404.9k0.12%	0.12%	Unchanged
96	GE VERNOVA INC COM GEV	GEV	341	$400.6k0.12%	0.12%	Reduced -6	-6 -1.7%
97	APPLIED MATLS INC COM AMAT	AMAT	529	$382.5k0.11%	0.11%	New
98	APPLOVIN CORP COM CL A APP	APP	716	$368.9k0.11%	0.11%	Reduced -39	-39 -5.2%
99	ZOETIS INC CL A ZTS	ZTS	5,014	$360.3k0.11%	0.11%	Reduced -10.3k	-10,289 -67.2%
100	ACUSHNET HLDGS CORP COM GOLF	GOLF	2,996	$355.1k0.10%	0.10%	Reduced -278	-278 -8.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PHILLIPS 66 PSX	PSX	16,771	$3.1m16.8k shares
MCCORMICK & CO INC MKC	MKC	10,601	$534.7k10.6k shares
CONOCOPHILLIPS COP	COP	1,844	$243.4k1.8k shares
CHEVRON CORP NEW CVX	CVX	1,057	$218.7k1.1k shares
NEWMONT CORP NEM	NEM	1,928	$208.7k1.9k shares
FTI CONSULTING INC FCN	FCN	1,161	$205.2k1.2k shares
MANHATTAN ASSOCIATES INC MANH	MANH	1,534	$204.2k1.5k shares