PFW Advisors LLC - Portfolio overview

PFW Advisors LLC has 140 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Defensive and Basic Materials.

Largest reported holdings by portfolio allocation

1. KO - COCA COLA CO, 10.05%
2. VMC - VULCAN MATLS CO, 8.51%
3. IWF - ISHARES TR, 7.96%

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

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