PW ADVISORS, LLC \ FL - Portfolio overview

PW ADVISORS, LLC \ FL has 35 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 13.78%
2. AVUV - AMERICAN CENTY ETF TR, 13.73%
3. MUNI - PIMCO ETF TR, 11.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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