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PFW Advisors LLC
RIA/Wealth
PFW Advisors LLC is a RIA/Wealth based in Germantown, TN led by Robert B Wade, managing $332.9M across 128 long positions as of Q3 2025 with 46% ETF concentration and 53% concentrated in top 10 holdings.
Managing PartnerRobert B Wade
- Portfolio Value
- $332.9M
- Positions
- 128
- Top Holding
- VMC at 9.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PFW Advisors LLC's portfolio (52.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Construction Materials Basic Materials | $33.0M | 9.90% | -$4.0M Sold | 0.08% 107.2K shares | |
ETF ETF | $30.6M | 9.18% | -$690.4K Sold | — 65.2K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $30.2M | 9.07% | -$54.9K Sold | 0.01% 455.1K shares | |
ETF ETF | $23.2M | 6.96% | -$58.8K Sold | — 113.8K shares | |
ETF ETF | $17.6M | 5.28% | -$87.6K Sold | — 182.1K shares | |
ETF ETF | $10.8M | 3.25% | +$1.6M Bought | — 180.8K shares | |
ETF ETF | $9.0M | 2.71% | -$1.4M Sold | — 166.5K shares | |
ETF ETF | $7.4M | 2.21% | -$277.3K Sold | — 138.0K shares | |
ETF ETF | $6.7M | 2.00% | -$428.0K Sold | — 27.5K shares | |
ETF ETF | $6.6M | 1.99% | +$174.9K Bought | — 66.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PFW Advisors LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for PFW Advisors LLC
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