SPWM Advisors LLC
94 holdingsFiling period: 2026-03-31Current AUM: $128.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PWV | INVESCO EXCHANGE TRADED FD T | 176.1K | $12.9M | $14.8M | 11.47% | +16.5K | 2026-03-31 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 251.1K | $11.4M | $11.2M | 8.70% | +50.4K | 2026-03-31 |
| 3 | DFEV | DIMENSIONAL ETF TRUST | 272.4K | $11.2M | $12.5M | 9.69% | +83.2K | 2026-03-31 |
| 4 | AVUV | AMERICAN CENTY ETF TR | 90.2K | $10.7M | $12.1M | 9.40% | +20.5K | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 13.2K | $3.5M | $4.6M | 3.54% | -233 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 8.1K | $3.3M | $4.1M | 3.20% | +290 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 13.9K | $3.1M | $3.5M | 2.74% | +262 | 2026-03-31 |
| 8 | AMAT | APPLIED MATLS INC | 6.2K | $2.7M | $4.0M | 3.08% | -1,336 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 6.7K | $2.6M | $3.2M | 2.50% | -1,514 | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 3.8K | $2.3M | $2.2M | 1.72% | -228 | 2026-03-31 |
| 11 | SLVR | SPROTT FDS TR | 28.2K | $2.0M | $1.6M | 1.25% | -- | 2026-03-31 |
| 12 | SCHW | SCHWAB CHARLES CORP | 21.4K | $1.9M | $2.2M | 1.68% | -1,211 | 2026-03-31 |
| 13 | BKNG | BOOKING HOLDINGS INC | 11.1K | $1.8M | $2.0M | 1.58% | +10.7K | 2026-03-31 |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.4K | $1.8M | $2.1M | 1.63% | -1,123 | 2026-03-31 |
| 15 | PM | PHILIP MORRIS INTL INC | 9.2K | $1.7M | $2.0M | 1.54% | +617 | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.4K | $1.7M | $1.7M | 1.29% | +345 | 2026-03-31 |
| 17 | V | VISA INC | 4.9K | $1.6M | $1.9M | 1.50% | +903 | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 4.1K | $1.6M | $1.9M | 1.51% | -297 | 2026-03-31 |
| 19 | ELV | ELEVANCE HEALTH INC FORMERLY | 3.3K | $1.3M | $1.7M | 1.31% | +37 | 2026-03-31 |
| 20 | AAPL | APPLE INC | 4.2K | $1.2M | $1.5M | 1.17% | -93 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 4.0K | $1.2M | $1.5M | 1.14% | -413 | 2026-03-31 |
| 22 | QCOM | QUALCOMM INC | 5.5K | $1.1M | $1.3M | 1.02% | -641 | 2026-03-31 |
| 23 | IQV | IQVIA HLDGS INC | 6.0K | $1.1M | $1.5M | 1.13% | -565 | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 6.8K | $1.0M | $936K | 0.73% | +261 | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 6.8K | $1.0M | $936K | 0.73% | +261 | 2026-03-31 |
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