SPWM Advisors LLC - Portfolio overview

SPWM Advisors LLC has 93 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. PWV - INVESCO EXCHANGE TRADED FD T, 11.17%
2. FBND - FIDELITY MERRIMACK STR TR, 9.92%
3. DFEV - DIMENSIONAL ETF TRUST, 9.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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