Institutions / SPWM Advisors LLC
SPWM Advisors LLC
CIK 2111209 · Institution · as of Dec 31, 2025
Portfolio value
$104.35M
Positions
90
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 90 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exchange Traded Fd T | $10.62M | 10.2% |
| Fidelity Merrimack Str Tr | $9.24M | 8.9% |
| American Centy ETF Tr | $7.11M | 6.8% |
| Dimensional ETF Trust | $6.38M | 6.1% |
| Microsoft Corp | $3.75M | 3.6% |
| Amazon.com Inc | $3.09M | 3.0% |
| Meta Platforms Inc | $2.64M | 2.5% |
| Alphabet Inc. | $2.57M | 2.5% |
| NVIDIA Corp | $2.54M | 2.4% |
| Schwab Charles Corp | $2.26M | 2.2% |
| Booking Holdings Inc | $2.16M | 2.1% |
| Applied Materials Inc /De | $1.93M | 1.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.68M | 1.6% |
| Ea Series Trust | $1.57M | 1.5% |
| Warren E. Buffett | $1.54M | 1.5% |
| Iqvia Holdings Inc. | $1.49M | 1.4% |
| JPMorgan Chase & Co | $1.43M | 1.4% |
| Visa Inc | $1.40M | 1.3% |
| Philip Morris International Inc. | $1.38M | 1.3% |
| Alphabet Inc. | $1.37M | 1.3% |
| Uranium Energy Corp | $1.28M | 1.2% |
| Wells Fargo & COMPANY/MN | $1.16M | 1.1% |
| Apple Inc. | $1.16M | 1.1% |
| Elevance Health Inc | $1.15M | 1.1% |
| Qualcomm INC/DE | $1.04M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.