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Disclosery

13F-HR filed by PW ADVISORS, LLC \ FL

PW ADVISORS, LLC \ FL filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-24, with 35 holding rows worth $133,492,602.

Accession
0001951757-26-000730
Filer
CIK 2095919
Filed
2026-04-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 35 entries on the cover page, a total value of $133,492,602 stated on the cover page (in dollars after the unit check, H1), rows summing to $133,492,602 with VALUE read as dollars as filed, 13F file number 028-26519. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2473,396$18,396,173dollars as filed
Avantis US Small Cap Value ETF025072877SHS165,955$18,332,988dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT286,702$14,962,983dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF297,350$14,864,511dollars as filed
ISHARES TR46435G326CORE MSCI INTL86,068$7,192,687dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS10,652$6,957,847dollars as filed
Avantis International Small Cap Val ETF025072802SHS67,145$6,705,095dollars as filed
IJH464287507COM94,657$6,392,151dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS71,177$5,735,422dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU58,837$3,674,398dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT66,844$3,557,436dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF57,019$2,990,682dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO67,440$2,330,065dollars as filed
ISHARES TR4642886613 7 YR TREAS BD16,744$1,985,877dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG57,096$1,933,272dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF35,361$1,858,579dollars as filed
ISHARES TR4642874407-10 YR TRSY BD19,415$1,852,975dollars as filed
SPDW78463X889COM39,101$1,784,958dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS44,678$1,762,099dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS25,131$1,610,417dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS9,669$1,409,588dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS8,572$1,065,629dollars as filed
Vanguard S&P 500 ETF922908363COM1,597$954,434dollars as filed
AB ACTIVE ETFS INC00039J509DISRUPTORS ETF6,774$735,385dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS6,705$693,530dollars as filed
Vanguard Value ETF922908744SHS3,141$616,346dollars as filed
Vanguard Growth922908736COM1,192$520,791dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT9,856$419,274dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF2,148$407,175dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF6,605$374,377dollars as filed
AMPLIFY ETF TR032108607BLOCK TECHN ETF6,413$319,454dollars as filed
iShares Global 100 ETF464287572SHS2,567$310,530dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP6,391$287,984dollars as filed
ISHARES TR46435G516COM2,851$272,636dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY5,472$224,854dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-26-000730this filing2026-04-24acceptance time not in the bulk data set