Pw Advisors, Llc \ Fl

Pw Advisors, Llc \ Fl as of March 31, 2026

Portfolio Holdings for Pw Advisors, Llc \ Fl

Pw Advisors, Llc \ Fl holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 13.8 $18M 473k 38.86
American Centy Etf Tr Us Sml Cp Valu (AVUV) 13.7 $18M 166k 110.47
Pimco Etf Tr Inter Mun Bd Act (MUNI) 11.2 $15M 287k 52.19
J P Morgan Exchange Traded F Municipal Etf (JMUB) 11.1 $15M 297k 49.99
Ishares Tr Core Msci Intl (IDEV) 5.4 $7.2M 86k 83.57
Ishares Tr Core S&p500 Etf (IVV) 5.2 $7.0M 11k 653.20
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.0 $6.7M 67k 99.86
Ishares Tr Core S&p Mcp Etf (IJH) 4.8 $6.4M 95k 67.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.3 $5.7M 71k 80.58
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.8 $3.7M 59k 62.45
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.7 $3.6M 67k 53.22
Dimensional Etf Trust Dimensional Inte (DFGX) 2.2 $3.0M 57k 52.45
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.7 $2.3M 67k 34.55
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.5 $2.0M 17k 118.60
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.4 $1.9M 57k 33.86
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $1.9M 35k 52.56
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.4 $1.9M 19k 95.44
Spdr Index Shs Fds State Street Spd (SPDW) 1.3 $1.8M 39k 45.65
Dimensional Etf Trust Intl Small Cap V (DISV) 1.3 $1.8M 45k 39.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $1.6M 25k 64.08
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $1.4M 9.7k 145.78
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.1M 8.6k 124.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $954k 1.6k 597.64
Ab Active Etfs Disruptors Etf (FWD) 0.6 $735k 6.8k 108.56
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $694k 6.7k 103.43
Vanguard Index Fds Value Etf (VTV) 0.5 $616k 3.1k 196.23
Vanguard Index Fds Growth Etf (VUG) 0.4 $521k 1.2k 436.91
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $419k 9.9k 42.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $407k 2.1k 189.56
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $374k 6.6k 56.68
Amplify Etf Tr Blockchain Techn (BLOK) 0.2 $320k 6.4k 49.81
Ishares Tr Global 100 Etf (IOO) 0.2 $311k 2.6k 120.97
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $288k 6.4k 45.06
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $273k 2.9k 95.63
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $225k 5.5k 41.09