§ 13F · FUND PROFILE
SPWM Advisors LLC.
AUM · $108M (13F)Positions · 90Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PWV | INVESCO EXCHANGE TRADED FD T | 205K | $16M | — | — |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 261K | $12M | — | — |
| 3 | AVUV | AMERICAN CENTY ETF TR | 88K | $11M | — | — |
| 4 | DFEV | DIMENSIONAL ETF TRUST | 275K | $11M | — | — |
| 5 | NVDA | NVIDIA CORPORATION | 15K | $3M | — | — |
| 6 | AMZN | AMAZON COM INC | 11K | $3M | — | — |
| 7 | MSFT | MICROSOFT CORP | 7K | $3M | — | — |
| 8 | AMAT | APPLIED MATLS INC | 4K | $2M | — | — |
| 9 | META | META PLATFORMS INC | 3K | $2M | — | — |
| 10 | GOOGL | ALPHABET INC | 5K | $2M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPWM SIGNAL
AC read
SPWM Advisors LLC is a Other fund managing $108 million in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →