DOSSIER · 13F-HR · Q2 2026

SPWM Advisors LLC

$108M in tracked AUM across 90 positions as of Q2 2026.

SA
CIK 0002111209 · last filed Jun 30, 2026
Total AUM
$108M
as of Q2 2026
Holdings
90
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SPWM Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PWV
INVESCO EXCHANGE TRADED FD T
$16M205K14.9%
02
FBND
FIDELITY MERRIMACK STR TR
$12M261K10.9%
03
AVUV
AMERICAN CENTY ETF TR
$11M88K10.2%
04
DFEV
DIMENSIONAL ETF TRUST
$11M275K10.1%
05
NVDA
NVIDIA CORPORATION
$3M15K2.7%
06
AMZN
AMAZON COM INC
$3M11K2.6%
07
MSFT
MICROSOFT CORP
$3M7K2.5%
08
AMAT
APPLIED MATLS INC
$2M4K2.1%
09
META
META PLATFORMS INC
$2M3K1.8%
10
GOOGL
ALPHABET INC
$2M5K1.7%

Filing history

2026Q2Jun 30
$108M 6.0%
90 positionsView →
2026Q1Mar 31
$115M 9.4%
93 positionsView →
2025Q4Dec 31
$105M
92 positionsView →