Pw Advisors, LLC \ Fl Top Holdings and 13F Report (2026) About Pw Advisors, LLC \ FlInvestment ActivityPw Advisors, LLC \ Fl has $133.49 million in total holdings as of March 31, 2026.Pw Advisors, LLC \ Fl owns shares of 35 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 14.48% of the portfolio was purchased this quarter.About 8.84% of the portfolio was sold this quarter.This quarter, Pw Advisors, LLC \ Fl has purchased 34 new stocks and bought additional shares in 14 stocks.Pw Advisors, LLC \ Fl sold shares of 14 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $18,396,173Avantis U.S. Small Cap Value ETF $18,332,988PIMCO Intermediate Municipal Bond Exchange-Traded Fund $14,962,983JPMorgan Municipal ETF $14,864,511iShares Core MSCI International Developed Markets ETF $7,192,687 Largest New Holdings this Quarter 464288661 - iShares 3-7 Year Treasury Bond ETF $1,985,877 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $1,852,975 Holding00039J509 - AB Disruptors ETF $735,385 Holding14020W106 - Capital Group Dividend Value ETF $419,274 Holding46641Q332 - JPMorgan Equity Premium Income ETF $374,377 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 24,137 shares (about $2.67M)iShares 3-7 Year Treasury Bond ETF 16,744 shares (about $1.99M)iShares 7-10 Year Treasury Bond ETF 19,415 shares (about $1.85M)iShares 5-10 Year Investment Grade Corporate Bond ETF 31,725 shares (about $1.69M)iShares Core S&P 500 ETF 2,145 shares (about $1.40M) Largest Sales this Quarter Amplify Transformational Data Sharing ETF 45,504 shares (about $2.27M)Dimensional Emerging Core Equity Market ETF 32,708 shares (about $1.11M)iShares Core S&P Small-Cap ETF 4,800 shares (about $596.71K)Dimensional International Small Cap Value ETF 5,733 shares (about $226.11K)Dimensional U.S. Targeted Value ETF 3,191 shares (about $199.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPw Advisors, LLC \ Fl Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$18,396,173$1,336,707 ▲7.8%473,39613.8%ETFAVUVAvantis U.S. Small Cap Value ETF$18,332,988$2,666,406 ▲17.0%165,95513.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$14,962,983$1,082,160 ▲7.8%286,70211.2%ETFJMUBJPMorgan Municipal ETF$14,864,511$1,360,926 ▲10.1%297,35011.1%ETFIDEViShares Core MSCI International Developed Markets ETF$7,192,687$1,171,398 ▲19.5%86,0685.4%ETFIVViShares Core S&P 500 ETF$6,957,847$1,401,106 ▲25.2%10,6525.2%ETFAVDVAvantis International Small Cap Value ETF$6,705,095$271,519 ▲4.2%67,1455.0%ETFIJHiShares Core S&P Mid-Cap ETF$6,392,151$757,277 ▲13.4%94,6574.8%ETFAVEMAvantis Emerging Markets Equity ETF$5,735,422$492,342 ▲9.4%71,1774.3%ETFDFATDimensional U.S. Targeted Value ETF$3,674,398$199,279 ▼-5.1%58,8372.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,557,436$1,688,404 ▲90.3%66,8442.7%ManufacturingDIMENSIONAL ETF TRUST$2,990,682$520,782 ▲21.1%57,0192.2%DIMENSIONAL INTEDFEMDimensional Emerging Markets Core Equity 2 ETF$2,330,065$169,469 ▼-6.8%67,4401.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,985,877$1,985,877 ▲New Holding16,7441.5%ETFDFAEDimensional Emerging Core Equity Market ETF$1,933,272$1,107,494 ▼-36.4%57,0961.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,858,579$868,661 ▲87.8%35,3611.4%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$1,852,975$1,852,975 ▲New Holding19,4151.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,784,958$29,901 ▼-1.6%39,1011.3%ETFDISVDimensional International Small Cap Value ETF$1,762,099$226,109 ▼-11.4%44,6781.3%ETFVEAVanguard FTSE Developed Markets ETF$1,610,417$64 ▲0.0%25,1311.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,409,5880.0%9,6691.1%ETFIJRiShares Core S&P Small-Cap ETF$1,065,629$596,712 ▼-35.9%8,5720.8%ETFVOOVanguard S&P 500 ETF$954,434$144,629 ▼-13.2%1,5970.7%ETFFWDAB Disruptors ETF$735,385$735,385 ▲New Holding6,7740.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$693,530$32,168 ▲4.9%6,7050.5%ETFVTVVanguard Value ETF$616,346$41,796 ▼-6.4%3,1410.5%ETFVUGVanguard Growth ETF$520,791$47,186 ▼-8.3%1,1920.4%ETFCGDVCapital Group Dividend Value ETF$419,274$419,274 ▲New Holding9,8560.3%ETFIWNiShares Russell 2000 Value ETF$407,175$3,412 ▼-0.8%2,1480.3%ETFJEPIJPMorgan Equity Premium Income ETF$374,377$374,377 ▲New Holding6,6050.3%ETFBLOKAmplify Transformational Data Sharing ETF$319,454$2,266,714 ▼-87.6%6,4130.2%ETFIOOiShares Global 100 ETF$310,530$310,530 ▲New Holding2,5670.2%ETFNUSCNuveen ESG Small-Cap ETF$287,984$20,953 ▼-6.8%6,3910.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$272,636$16,735 ▼-5.8%2,8510.2%ManufacturingDFSUDimensional US Sustainability Core 1 ETF$224,854$12,615 ▼-5.3%5,4720.2%ETFEDVVanguard Extended Duration Treasury ETF$0$3,356,505 ▼-100.0%00.0%ETFGOVTiShares U.S. Treasury Bond ETF$0$2,000,628 ▼-100.0%00.0%ETFVCLTVanguard Long-Term Corporate Bond ETF$0$1,097,269 ▼-100.0%00.0%ManufacturingVBKVanguard Small-Cap Growth ETF$0$249,619 ▼-100.0%00.0%ETFNULCNuveen ESG Large-Cap ETF$0$208,674 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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