account_balance
Investment manager · 13F filer · SEC CIK 2111209
SPWM Advisors LLC
Reported value$105Mas of Sep 30, 2026
Positions89 6 new, 7 sold out
Top 10 weight62.4%PWV alone is 16%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PWVInvesco Exchange Traded Fd T
16.2%Added +8%
DFEVDimensional ETF Trust
11.6%Added +3%
FBNDFidelity Merrimack STR Tr
10.8%
AVUVAmerican Centy ETF Tr
9.7%Trimmed −4%
NVDANVIDIA Corp
3.3%−2%
MSFTMicrosoft Corp
2.8%−17%
AMZNAmazon.com Inc
2.5%Trimmed −10%
AMATApplied Materials Inc
2.0%
METAMeta Platforms, Inc.
1.8%−17%
SLVRSprott FDS Tr
1.6%
GOOGLAlphabet Inc.
1.5%
AAPLApple Inc.
1.4%
PWVInvesco Exchange Traded Fd T
16.2%Added +8%
DFEVDimensional ETF Trust
11.6%Added +3%
FBNDFidelity Merrimack STR Tr
10.8%
AVUVAmerican Centy ETF Tr
9.7%Trimmed −4%
SLVR1.6%
GOOGLAAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PWV Invesco Exchange Traded Fd T 16.2% Added +8%
DFEV Dimensional ETF Trust 11.6% Added +3%
FBND Fidelity Merrimack STR Tr 10.8% Held
AVUV American Centy ETF Tr 9.7% Trimmed −4%
NVDA NVIDIA Corp 3.3% Trimmed −2%MSFT Microsoft Corp 2.8% Trimmed −17%AMZN Amazon.com Inc 2.5% Trimmed −10%AMAT Applied Materials Inc 2.0% Trimmed −11%META Meta Platforms, Inc. 1.8% Trimmed −17%SLVR Sprott FDS Tr 1.6% Held
GOOGL Alphabet Inc. 1.5% Trimmed −16%AAPL Apple Inc. 1.4% Trimmed −7%What changed
Biggest moves since Jun 30, 2026
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