PW ADVISORS, LLC \ FL - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, PW ADVISORS, LLC \ FL held in its portfolio 34 assets valued at $124,573,347 (i.e. $124.57M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($17.38M), AMERICAN CENTY ETF TR ($14.46M), and PIMCO ETF TR ($13.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PW ADVISORS, LLC \ FL - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 438998 | 17379924 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 141818 | 14462578 | US SML CP VALU |
| PIMCO ETF TR | 265967 | 13939348 | INTER MUN BD ACT |
| J P MORGAN EXCHANGE TRADED F | 270126 | 13641344 | MUNICIPAL ETF |
| AMERICAN CENTY ETF TR | 64426 | 6054075 | INTL SMCP VLU |
| ISHARES TR | 72051 | 5942743 | CORE MSCI INTL |
| ISHARES TR | 8507 | 5826832 | CORE S&P500 ETF |
| ISHARES TR | 83443 | 5507270 | CORE S&P MCP ETF |
| AMERICAN CENTY ETF TR | 65067 | 5011416 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 62028 | 3693143 | US TARGETED VLU |
| VANGUARD WORLD FD | 51631 | 3356505 | EXTENDED DUR |
| AMPLIFY ETF TR | 51917 | 2953517 | BLOCKCHAIN TECHN |
| DIMENSIONAL ETF TRUST | 89804 | 2924918 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 47090 | 2478556 | GLOBAL EX US COR |
| DIMENSIONAL ETF TRUST | 72345 | 2393166 | EMERGING MKTS CO |
| ISHARES TR | 86890 | 2000628 | US TREAS BD ETF |
| DIMENSIONAL ETF TRUST | 50411 | 1915628 | INTL SMALL CAP V |
| ISHARES TR | 35119 | 1892226 | ISHS 5-10YR INVT |
| SPDR INDEX SHS FDS | 39756 | 1765574 | PORTFOLIO DEVLPD |
| ISHARES TR | 13372 | 1607089 | CORE S&P SCP ETF |
| VANGUARD TAX-MANAGED FDS | 25130 | 1569902 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 9669 | 1385803 | FTSE SMCAP ETF |
| VANGUARD INDEX FDS | 1839 | 1153098 | S&P 500 ETF SHS |
| VANGUARD SCOTTSDALE FDS | 14466 | 1097269 | LG-TERM COR BD |
| ISHARES TR | 18834 | 995944 | ISHS 1-5YR INVS |
| ISHARES TR | 6394 | 654714 | 0-5 YR TIPS ETF |
| VANGUARD INDEX FDS | 3354 | 640508 | VALUE ETF |
| VANGUARD INDEX FDS | 1300 | 633979 | GROWTH ETF |
| ISHARES TR | 2166 | 392459 | RUS 2000 VAL ETF |
| NUSHARES ETF TR | 6856 | 306126 | NUVEEN ESG SMLCP |
| ISHARES TR | 3026 | 287778 | ESG AW MSCI EAFE |
| DIMENSIONAL ETF TRUST | 5779 | 250994 | US SUSTAINABILTY |
| VANGUARD INDEX FDS | 826 | 249619 | SML CP GRW ETF |
| NUSHARES ETF TR | 4361 | 208674 | ESG LARGE CAP |
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