SPWM Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, SPWM Advisors LLC held in its portfolio 90 assets valued at $105,294,964 (i.e. $105.30M).
The most valuable assets in the portfolio included: INVESCO EXCHANGE TRADED FD T ($10.62M), FIDELITY MERRIMACK STR TR ($9.24M), and AMERICAN CENTY ETF TR ($7.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SPWM Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 159637 | 10619038 | LARGE CAP VALUE |
| FIDELITY MERRIMACK STR TR | 200653 | 9238064 | TOTAL BD ETF |
| AMERICAN CENTY ETF TR | 69696 | 7107572 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 189228 | 6384564 | EMERGING MKTS VA |
| MICROSOFT CORP | 7760 | 3752978 | COM |
| AMAZON COM INC | 13394 | 3091603 | COM |
| META PLATFORMS INC | 4002 | 2641860 | CL A |
| ALPHABET INC | 8210 | 2569760 | CAP STK CL A |
| NVIDIA CORPORATION | 13605 | 2537420 | COM |
| SCHWAB CHARLES CORP | 22605 | 2258449 | COM |
| BOOKING HOLDINGS INC | 402 | 2155473 | COM |
| APPLIED MATLS INC | 7522 | 1933175 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 5542 | 1684030 | SPONSORED ADS |
| EA SERIES TRUST | 46932 | 1570241 | STRIVE 1000 VALU |
| BERKSHIRE HATHAWAY INC DEL | 3067 | 1541628 | CL B NEW |
| IQVIA HLDGS INC | 6607 | 1489284 | COM |
| JPMORGAN CHASE & CO. | 4428 | 1426864 | COM |
| VISA INC | 3995 | 1401037 | COM CL A |
| PHILIP MORRIS INTL INC | 8582 | 1376529 | COM |
| ALPHABET INC | 4364 | 1369514 | CAP STK CL C |
| URANIUM ENERGY CORP | 110000 | 1284800 | COM |
| WELLS FARGO CO NEW | 12473 | 1162494 | COM |
| APPLE INC | 4274 | 1162007 | COM |
| ELEVANCE HEALTH INC FORMERLY | 3295 | 1154972 | COM |
| QUALCOMM INC | 6096 | 1042653 | COM |
| EA SERIES TRUST | 19591 | 996947 | STRIVE 1000 GRWT |
| DISNEY WALT CO | 8427 | 958756 | COM |
| MASTERCARD INCORPORATED | 1656 | 945242 | CL A |
| ISHARES TR | 1892 | 895691 | RUS 1000 GRW ETF |
| STARBUCKS CORP | 10247 | 862910 | COM |
| SALESFORCE INC | 3121 | 826697 | COM |
| EA SERIES TRUST | 24583 | 817876 | STRIVE SML CAP |
| EA SERIES TRUST | 25928 | 808448 | STRIVE INTL DEV |
| EXXON MOBIL CORP | 6525 | 785252 | COM |
| BECTON DICKINSON & CO | 3926 | 761998 | COM |
| MEDTRONIC PLC | 7856 | 754626 | SHS |
| CHECK POINT SOFTWARE TECH LT | 4043 | 750219 | ORD |
| POLARIS INC | 11299 | 714633 | COM |
| COMCAST CORP NEW | 23430 | 700334 | CL A |
| NOVARTIS AG | 5075 | 699700 | SPONSORED ADR |
| GENERAL DYNAMICS CORP | 2052 | 690881 | COM |
| ANALOG DEVICES INC | 2504 | 679177 | COM |
| AIRBNB INC | 4946 | 671271 | COM CL A |
| BANK NEW YORK MELLON CORP | 5624 | 652927 | COM |
| UNILEVER PLC | 9679 | 633007 | SPON ADR NEW |
| AUTODESK INC | 2114 | 625765 | COM |
| OMNICOM GROUP INC | 7705 | 622172 | COM |
| CONOCOPHILLIPS | 6442 | 603051 | COM |
| ADOBE INC | 1694 | 592883 | COM |
| TESLA INC | 1298 | 583737 | COM |
| EA SERIES TRUST | 13154 | 579872 | STRIVE 500 ETF |
| AIR PRODS & CHEMS INC | 2282 | 563582 | COM |
| MCKESSON CORP | 682 | 559810 | COM |
| CENCORA INC | 1649 | 556823 | COM |
| CARMAX INC | 14393 | 556146 | COM |
| RTX CORPORATION | 2950 | 541115 | COM |
| EA SERIES TRUST | 26673 | 539862 | STRIVE ENHANCED |
| ROYAL GOLD INC | 2318 | 515332 | COM |
| DIAGEO PLC | 5973 | 515279 | SPON ADR NEW |
| MASCO CORP | 7606 | 482671 | COM |
| VANECK ETF TRUST | 4090 | 465413 | JUNIOR GOLD MINE |
| ORACLE CORP | 2341 | 456292 | COM |
| BANK AMERICA CORP | 7638 | 420091 | COM |
| COSTCO WHSL CORP NEW | 465 | 400646 | COM |
| SANOFI SA | 8119 | 393462 | SPONSORED ADR |
| VANGUARD INDEX FDS | 1881 | 359285 | VALUE ETF |
| SPROTT ASSET MANAGEMENT LP | 15000 | 354750 | PHYSICAL SILVER |
| SCHWAB STRATEGIC TR | 14591 | 350760 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 559 | 350536 | S&P 500 ETF SHS |
| DEXCOM INC | 5136 | 340876 | COM |
| WASTE MGMT INC DEL | 1550 | 340498 | COM |
| VEEVA SYS INC | 1487 | 331943 | CL A COM |
| EA SERIES TRUST | 9160 | 329018 | STRIVE EMERGING |
| ECOLAB INC | 1154 | 302984 | COM |
| ISHARES TR | 1649 | 276849 | CORE S&P US GWT |
| WALMART INC | 2438 | 271673 | COM |
| EA SERIES TRUST | 13363 | 268596 | STRIVE TOTAL RET |
| FIRST MAJESTIC SILVER CORP | 15164 | 252627 | COM |
| EBAY INC. | 2877 | 250609 | COM |
| AUTONATION INC | 1208 | 249428 | COM |
| ISHARES TR | 3715 | 245209 | CORE S&P MCP ETF |
| DUKE ENERGY CORP NEW | 1945 | 227956 | COM NEW |
| ISHARES TR | 1868 | 224491 | CORE S&P SCP ETF |
| ENBRIDGE INC | 4465 | 213574 | COM |
| SHOPIFY INC | 1276 | 205398 | CL A SUB VTG SHS |
| LLOYDS BANKING GROUP PLC | 32071 | 169975 | SPONSORED ADR |
| FORTUNA MNG CORP | 10010 | 98198 | COM NEW |
| NOVAGOLD RES INC | 10010 | 93293 | COM NEW |
| DENISON MINES CORP | 20010 | 53227 | COM |
| TRX GOLD CORPORATION | 55000 | 50650 | COM |
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