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Thomas Healy

Pfw Advisors Llc

Assets Managed
$343.027M
Holdings
124
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
7.9%(2Q avg: 1.96%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pfw Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 124 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 343.027M in assets, with a quarterly growth rate of 7.9% and a 2-quarter average growth rate of 1.96%. The portfolio is managed by Thomas Healy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
KO
Coca-cola Co The
Recent Activity
Decreased -0.09%
10.73%
$36.788M
452,660 shares@ $81.27 avg price
VMC
Vulcan Materials Co
Recent Activity
Decreased -0.03%
9.22%
$31.612M
107,154 shares@ $295.02 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 296.39%
9.19%
$31.503M
253,707 shares@ $124.18 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -1%
7.77%
$26.644M
109,904 shares@ $242.44 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -0.9%
5.78%
$19.827M
179,719 shares@ $110.32 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.78%
3.92%
$13.426M
188,437 shares@ $71.26 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -1.71%
2.88%
$9.858M
165,149 shares@ $59.7 avg price
WCPB
Weitz Core Plus Bond Etf
Recent Activity
Increased 3.03%
2.54%
$8.69M
342,791 shares@ $25.36 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Decreased -2.37%
2.39%
$8.182M
119,596 shares@ $68.41 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -0.99%
2.16%
$7.388M
24,589 shares@ $300.45 avg price

1-10 of 124