§ 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
+$2M deployed
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 | 14.9% | +16% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 261K | $12M | 10.9% | +4% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 88K | $11M | 10.2% | −2% |
| 4 | DFEV | DIMENSIONAL ETF TRUST | 275K | $11M | 10.1% | +1% |
| 5 | NVDA | NVIDIA CORPORATION | 15K | $3M | 2.7% | +6% |
| 6 | AMZN | AMAZON COM INC | 11K | $3M | 2.6% | −13% |
| 7 | MSFT | MICROSOFT CORP | 7K | $3M | 2.5% | −16% |
| 8 | AMAT | APPLIED MATLS INC | 4K | $2M | 2.1% | −29% |
| 9 | META | META PLATFORMS INC | 3K | $2M | 1.8% | −20% |
| 10 | GOOGL | ALPHABET INC | 5K | $2M | 1.7% | −20% |
§ 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.
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