SPWM Advisors LLC: 13F holdings
CIK 21112092026Q2
| Positions | 90 |
|---|
| Reported value | $108.2m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 90 (-3 vs prior quarter) |
|---|
| Reported value | $108.2m (-32.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LNT INVESCO EXCHANGE TRADED FD T | 204,744 | $16.1m | 14.9% |
| FBND FIDELITY MERRIMACK STR TR | 260,686 | $11.8m | 10.9% |
| AVUV AMERICAN CENTY ETF TR | 88,407 | $11.1m | 10.2% |
| DFEV DIMENSIONAL ETF TRUST | 274,653 | $11.0m | 10.1% |
| NVDA NVIDIA CORPORATION | 14,653 | $3.0m | 2.7% |
| AMZN AMAZON COM INC | 11,462 | $2.8m | 2.6% |
| MSFT MICROSOFT CORP | 6,738 | $2.7m | 2.5% |
| AMAT APPLIED MATLS INC | 4,387 | $2.3m | 2.1% |
| META META PLATFORMS INC | 3,021 | $2.0m | 1.8% |
| GOOGL ALPHABET INC | 5,356 | $1.9m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111209")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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