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Pw Advisors, Llc \ Fl

Latest statistics and disclosures from Pw Advisors, Llc \ Fl's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUV, DFAC, JMUB, MUNI, IVV, and represent 56.13% of Pw Advisors, Llc \ Fl's stock portfolio.
Added to shares of these 10 stocks: JMUB, MUNI, AVUV, IDEV, VUG, AVDV, IVV, NULC, VBK, DFAC.
Started 2 new stock positions in VBK, NULC.
Reduced shares in these 10 stocks: FWD, VTV, JEPI, DFAT, VSS, BLOK, DFAE, DFEM, VOO, DISV.
Sold out of its position in JEPI.
Pw Advisors, Llc \ Fl was a net buyer of stock by $5.0M.
Pw Advisors, Llc \ Fl has $150M in assets under management (AUM), dropping by 12.24%.
Central Index Key (CIK): 0002095919

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Positions held by Pw Advisors, Llc \ Fl consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pw Advisors, Llc \ Fl

Pw Advisors, Llc \ Fl holds 36 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	14.2	$21M	+2%	170k	124.76	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	14.2	$21M		478k	44.36	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	11.2	$17M	+10%	330k	50.66	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	11.2	$17M	+10%	318k	52.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.5	$8.2M	+3%	11k	748.90	View chart
Ishares Tr Core Msci Intl (IDEV)	5.4	$8.1M	+6%	91k	89.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.0	$7.4M		96k	77.11	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.9	$7.4M	+6%	72k	103.05	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.7	$7.0M		72k	96.49	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.6	$3.9M	-6%	55k	69.90	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.5	$3.7M	+5%	70k	53.17	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	2.1	$3.2M	+4%	59k	53.59	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.8	$2.7M	-2%	66k	40.64	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.5	$2.2M	-3%	55k	40.21	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.4	$2.1M	+4%	18k	117.45	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.3	$1.9M	+4%	37k	52.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.3	$1.9M	+4%	20k	94.57	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.3	$1.9M	-2%	38k	50.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$1.8M		25k	71.25	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.2	$1.7M	-3%	43k	40.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.3M		8.6k	148.32	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$1.2M	-16%	8.1k	154.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.0M	-5%	1.5k	686.95	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$724k	+5%	7.1k	102.16	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.4	$590k	-41%	4.0k	148.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$567k	+452%	6.6k	86.14	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.3	$487k		9.9k	49.28	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$475k		2.1k	221.17	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$364k	+9%	7.0k	52.12	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$353k		2.6k	136.62	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$325k	+10%	3.2k	102.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$290k	-57%	1.3k	217.97	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$280k	+9%	6.0k	46.63	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.2	$274k	-31%	4.4k	62.63	View chart
Nushares Etf Tr Esg Large Cap (NULC)	0.2	$254k	NEW	4.7k	54.14	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$238k	NEW	651.00	365.84	View chart

Past Filings by Pw Advisors, Llc \ Fl

SEC 13F filings are viewable for Pw Advisors, Llc \ Fl going back to 2026

Pw Advisors, Llc \ Fl 2026 Q2 filed Aug. 6, 2026
Pw Advisors, Llc \ Fl 2026 Q1 filed April 24, 2026

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