SPWM Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NOVARTIS AG | $699.7K | 0.7% |
| Comcast Corp. | $700.3K | 0.7% |
| Polaris Inc. | $714.6K | 0.7% |
| Check Point Software Technologies Ltd | $750.2K | 0.7% |
| Medtronic plc | $754.6K | 0.7% |
| Becton Dickinson & Co | $762.0K | 0.7% |
| EXXON MOBIL CORP | $785.3K | 0.8% |
| EA SERIES TRUST | $808.4K | 0.8% |
| EA SERIES TRUST | $817.9K | 0.8% |
| Salesforce Inc | $826.7K | 0.8% |
| STARBUCKS CORP | $862.9K | 0.8% |
| ISHARES TR | $895.7K | 0.9% |
| Mastercard Inc | $945.2K | 0.9% |
| Walt Disney Co | $958.8K | 0.9% |
| EA SERIES TRUST | $996.9K | 1.0% |
| QUALCOMM INC/DE | $1.04M | 1.0% |
| Elevance Health Inc | $1.15M | 1.1% |
| Apple Inc. | $1.16M | 1.1% |
| WELLS FARGO & COMPANY/MN | $1.16M | 1.1% |
| URANIUM ENERGY CORP | $1.28M | 1.2% |
| Alphabet Inc. | $1.37M | 1.3% |
| Philip Morris International Inc. | $1.38M | 1.3% |
| Visa Inc | $1.40M | 1.3% |
| JPMORGAN CHASE & CO | $1.43M | 1.4% |
| IQVIA HOLDINGS INC. | $1.49M | 1.4% |
| Warren E. Buffett | $1.54M | 1.5% |
| EA SERIES TRUST | $1.57M | 1.5% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $1.68M | 1.6% |
| APPLIED MATERIALS INC /DE | $1.93M | 1.9% |
| Booking Holdings Inc | $2.16M | 2.1% |
| SCHWAB CHARLES CORP | $2.26M | 2.2% |
| NVIDIA Corp | $2.54M | 2.4% |
| Alphabet Inc. | $2.57M | 2.5% |
| Meta Platforms Inc | $2.64M | 2.5% |
| Amazon.com Inc | $3.09M | 3.0% |
| MICROSOFT CORP | $3.75M | 3.6% |
| DIMENSIONAL ETF TRUST | $6.38M | 6.1% |
| AMERICAN CENTY ETF TR | $7.11M | 6.8% |
| FIDELITY MERRIMACK STR TR | $9.24M | 8.9% |
| INVESCO EXCHANGE TRADED FD T | $10.62M | 10.2% |