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Thomas Healy

Pfw Advisors Llc

Assets Managed
$317.932M
Holdings
118
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-3.97%(2Q avg: -3.02%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pfw Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Pfw Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 317.932M in assets, with a quarterly growth rate of -3.97% and a 2-quarter average growth rate of -3.02%. The portfolio is managed by Thomas Healy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
KO
Coca-cola Co The
Recent Activity
Decreased -0.16%
10.84%
$34.459M
453,109 shares@ $76.05 avg price
VMC
Vulcan Materials Co
Recent Activity
9.19%
$29.188M
107,190 shares@ $272.3 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -0.41%
8.59%
$27.292M
64,006 shares@ $426.4 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -2.57%
7.47%
$23.721M
111,015 shares@ $213.67 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -0.58%
5.55%
$17.634M
181,368 shares@ $97.24 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.13%
3.83%
$12.17M
189,923 shares@ $64.08 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 0.03%
2.86%
$9.082M
168,028 shares@ $54.05 avg price
WCPB
Weitz Core Plus Bond Etf
Recent Activity
New Position
2.65%
$8.415M
332,721 shares@ $25.29 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Decreased -5.09%
2.19%
$6.957M
122,506 shares@ $56.8 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 42.22%
2.18%
$6.919M
91,463 shares@ $75.66 avg price

1-10 of 118