PFW Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, reporting its equity holdings as of September 30, 2026. The filing lists a total of 122 distinct securities held by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, consumer goods, and financial services. Major technology holdings include Microsoft, Apple, NVIDIA, Broadcom, and Amazon. The healthcare sector is represented by Eli Lilly, Johnson & Johnson, and AbbVie, while consumer staples include Coca-Cola, Procter & Gamble, and Walmart.
Significant positions are also held in financial institutions such as JPMorgan Chase, Wells Fargo, and Bank of America. The filing also includes a substantial number of exchange-traded funds (ETFs), including funds tracking the S&P 500, Russell 2000, and MSCI EAFE indices.
The report was signed by Portfolio Manager Thomas Healy and was submitted on October 7, 2026.
