StockDriftsStockDriftsTop 50 SPWM Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PWV | INVESCO EXCHANGE TRADED FD T | 14.89% | 204.7K | $16.1M | +16.25%(+28.63K) | $66.93(+21.19%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 10.91% | 260.7K | $11.8M | +3.82%(+9.60K) | $46.06(-2.46%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 10.24% | 88.4K | $11.1M | -1.98%(-1.79K) | $102.00(+24.97%) | 2026-06-30 | |
| DFEV | DIMENSIONAL ETF TRUST | 10.14% | 274.7K | $11.0M | +0.81%(+2.20K) | $33.45(+24.03%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.75% | 14.7K | $3.0M | +5.67%(+786) | $186.22(+18.39%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.62% | 11.5K | $2.8M | -12.91%(-1.70K) | $225.20(+22.09%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.45% | 6.7K | $2.7M | -16.30%(-1.31K) | $498.12(+0.93%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.15% | 4.4K | $2.3M | -29.08%(-1.80K) | $230.86(+131.10%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.8% | 3.0K | $2.0M | -19.95%(-753) | $697.24(-14.41%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.72% | 5.4K | $1.9M | -20.01%(-1.34K) | $278.05(+26.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.03% |
SPWM Advisors LLC reports $108.25M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are PWV (14.9%), FBND (10.9%) and AVUV (10.2%). The top 20 holdings account for 72.28% of reported assets. Its disclosed equity book has returned +12.07% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SPWM Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111209). View SPWM Advisors LLC’s 13F filings on SEC