PW ADVISORS, LLC \ FL
Long book
$133.5M
Q1 2026
Positions
35
Top-10 weight
77%
concentration
Last quarter
+8.9%
SPY +14.8%
Turnover
28%
of book per quarter
Strategy in plain words
auto-generated from filingsPW ADVISORS, LLC \ FL is a wealth-management firm allocating client money, running a $133.5M US long book across 35 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, AVANTIS US SMALL CAP VALUE, PIMCO INTERMEDIATE MUNICIPAL, JPMORGAN MUNICIPAL ETF, ISHARES CORE MSCI DEV MKTS.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+1.4%
Q1 2026
+8.9%
Sector allocation
No sector data
Long book by quarter
What does PW ADVISORS, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|