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Filers›Hedge Fund›SPWM Advisors LLC
DOSSIER · 13F-HR · Q1 2026

SPWM Advisors LLC

SPWM's hedge fund based in Greenwich, CT — $115M in tracked AUM across 93 positions as of Q1 2026.

S
SPWM·Greenwich, CT·Hedge Fund
CIK 0002111209 · last filed Mar 31, 2026
Total AUM
$115M
▲ 5.7%
vs prior
Holdings
93
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SPWM Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PWV
INVESCO EXCHANGE TRADED FD T
$13M176K11.2%
02
FBND
FIDELITY MERRIMACK STR TR
$11M251K9.9%
03
DFEV
DIMENSIONAL ETF TRUST
$11M272K9.8%
04
AVUV
AMERICAN CENTY ETF TR
$11M90K9.3%
05
AMZN
AMAZON COM INC
$3M13K3.0%
06
MSFT
MICROSOFT CORP
$3M8K2.8%
07
NVDA
NVIDIA CORPORATION
$3M14K2.7%
08
AMAT
APPLIED MATLS INC
$3M6K2.3%
09
GOOGL
ALPHABET INC
$3M7K2.3%
10
META
META PLATFORMS INC
$2M4K2.0%

Filing history

Filing history loading…
AI Agent · grounded in SPWM
haiku-4-5 · 93 positions indexed
Sector mix
  • Tech19%
  • Financials36%
  • Health Care21%
  • Cons. Disc.4%
  • Industrials7%
  • Energy8%
  • Other5%
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