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SPWM Advisors LLC 13F holdings

Filed 2026-07-24 · SPWM Advisors LLC · 90 positions · $108.2M

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TickerCompanySharesValue% of portfolio
PWVINVESCO EXCHANGE TRADED FD T204.7K$16.1M14.9%
FBNDFIDELITY MERRIMACK STR TR260.7K$11.8M10.9%
AVUVAMERICAN CENTY ETF TR88.4K$11.1M10.2%
DFEVDIMENSIONAL ETF TRUST274.7K$11.0M10.1%
NVDANVIDIA CORPORATION14.7K$3.0M2.7%
AMZNAMAZON COM INC11.5K$2.8M2.6%
MSFTMICROSOFT CORP6.7K$2.7M2.5%
AMATAPPLIED MATLS INC4.4K$2.3M2.1%
METAMETA PLATFORMS INC3.0K$2.0M1.8%
GOOGLALPHABET INC5.4K$1.9M1.7%
SCHWSCHWAB CHARLES CORP17.1K$1.7M1.6%
AAPLAPPLE INC4.6K$1.5M1.4%
SLVRSPROTT FDS TR31.8K$1.5M1.4%
BKNGBOOKING HOLDINGS INC8.2K$1.5M1.4%
VVISA INC3.9K$1.4M1.3%
BRK-BBERKSHIRE HATHAWAY INC DEL2.7K$1.3M1.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC3.2K$1.3M1.2%
PMPHILIP MORRIS INTL INC6.4K$1.2M1.1%
JPMJPMORGAN CHASE & CO3.4K$1.2M1.1%
GOOGALPHABET INC3.1K$1.1M1.0%
ELVELEVANCE HEALTH INC FORMERLY2.5K$941,9860.9%
IQVIQVIA HLDGS INC4.5K$926,3140.9%
EXMOCEXXON MOBIL CORP5.9K$864,9980.8%
IWFISHARES TR7.2K$853,6300.8%
PIIPOLARIS INC11.3K$827,7400.8%
ICEINTERCONTINENTAL EXCHANGE IN5.9K$825,1290.8%
WFCWELLS FARGO & CO8.9K$779,1980.7%
BDXBECTON DICKINSON & CO4.8K$762,4510.7%
—MEDTRONIC PLC8.6K$714,5130.7%
GDGENERAL DYNAMICS CORP1.8K$679,9090.6%
QCOMQUALCOMM INC3.8K$654,9550.6%
VOOVANGUARD INDEX FDS930$635,5730.6%
COPCONOCOPHILLIPS5.5K$634,2990.6%
ADIANALOG DEVICES INC1.6K$611,7220.6%
MAMASTERCARD INCORPORATED1.1K$608,8150.6%
BNYBANK OF NY MELLON CORP3.7K$587,0080.5%
VTVVANGUARD INDEX FDS2.6K$577,2390.5%
OMCOMNICOM GROUP INC6.8K$554,8110.5%
TSLATESLA INC1.4K$540,4120.5%
RTXRTX CORPORATION2.7K$531,9420.5%
ULUNILEVER PLC8.5K$529,2310.5%
DISDISNEY WALT CO5.3K$517,0720.5%
SPGIS&P GLOBAL INC1.1K$516,1770.5%
AJGGALLAGHER ARTHUR J & CO2.0K$513,1950.5%
NFLXNETFLIX INC.7.4K$509,0580.5%
RGLDROYAL GOLD INC2.6K$487,5750.5%
ABNBAIRBNB INC3.3K$487,4270.5%
APDAIR PRODUCTS AND CHEMICALS I1.6K$477,1080.4%
CMCSACOMCAST CORP NEW19.7K$469,0360.4%
NVSNOVARTIS AG2.9K$453,3340.4%
AGFIRST MAJESTIC SILVER CORP28.5K$449,8320.4%
COSTCOSTCO WHOLESALE CORPORATION469$441,1550.4%
SYKSTRYKER CORPORATION1.4K$436,1850.4%
MASMASCO CORP5.4K$426,4520.4%
AONAON PLC1.1K$392,7920.4%
IJRISHARES TR2.6K$384,3370.4%
—ACCENTURE PLC IRELAND2.5K$365,0140.3%
WMWASTE MGMT INC DEL1.5K$361,0510.3%
SCHFSCHWAB STRATEGIC TR13.2K$356,1270.3%
CHKPCHECK POINT SOFTWARE TECH LT2.5K$346,7260.3%
Top Fund Holdings
13F
Top Fund Holdings

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