Skip to content
Disclosery

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

PW ADVISORS, LLC \ FL filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-06, with 36 holding rows worth $149,830,359.

Accession
0001951757-26-001120
Filer
CIK 2095919
Filed
2026-08-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 36 entries on the cover page, a total value of $149,830,359 stated on the cover page (in dollars after the unit check, H1), rows summing to $149,830,359 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
Avantis US Small Cap Value ETF025072877SHS170,148$21,227,572dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2478,235$21,214,516dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF329,861$16,709,098dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT317,618$16,706,689dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS11,007$8,243,116dollars as filed
ISHARES TR46435G326CORE MSCI INTL91,347$8,130,810dollars as filed
IJH464287507COM96,446$7,436,915dollars as filed
Avantis International Small Cap Val ETF025072802SHS71,554$7,373,608dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS72,212$6,967,728dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU55,190$3,857,796dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT70,224$3,733,810dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF59,360$3,181,381dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO65,754$2,672,234dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG55,354$2,225,767dollars as filed
ISHARES TR4642886613 7 YR TREAS BD17,556$2,061,926dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF37,071$1,942,879dollars as filed
ISHARES TR4642874407-10 YR TRSY BD20,380$1,927,283dollars as filed
SPDW78463X889COM38,066$1,918,163dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS25,134$1,790,796dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS43,284$1,736,969dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS8,572$1,271,366dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS8,064$1,244,136dollars as filed
Vanguard S&P 500 ETF922908363COM1,507$1,035,233dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS7,088$724,092dollars as filed
AB ACTIVE ETFS INC00039J509DISRUPTORS ETF3,984$590,110dollars as filed
Vanguard Growth922908736COM6,580$566,792dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT9,881$486,952dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF2,148$475,063dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP6,977$363,651dollars as filed
iShares Global 100 ETF464287572SHS2,580$352,471dollars as filed
ISHARES TR46435G516COM3,161$325,013dollars as filed
Vanguard Value ETF922908744SHS1,329$289,687dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY6,013$280,389dollars as filed
AMPLIFY ETF TR032108607BLOCK TECHN ETF4,372$273,834dollars as filed
NUSHARES ETF TR67092P862CMN4,698$254,350dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS651$238,164dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-26-001120this filing2026-08-06acceptance time not in the bulk data set