TraderTrends
Manager Profile

SPWM Advisors LLC

Diversified · Financial Services 47%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

TRAVERSE CITY, MI

Portfolio Value

$108.2M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

INVESCO EXCHANGE TRADED FD T

Latest disclosed holding

Top 4

46137V738 316188309 025072877 25434V740 NVDA

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
47.1%
Technology
13.5%
Consumer Cyclical
11.8%
Communication Services
8.1%
Industrials
6.2%
Healthcare
5.2%
Energy
2.7%
Basic Materials
1.7%
Consumer Defensive
1.7%
Utilities
0.6%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
INVESCO EXCHANGE TRADED FD T

Shares: 204.7K

16.1M

Position Value
2
FIDELITY MERRIMACK STR TR

Shares: 260.7K

11.8M

Position Value
3
AMERICAN CENTY ETF TR

Shares: 88.4K

11.1M

Position Value
4
DIMENSIONAL ETF TRUST

Shares: 274.7K

11M

Position Value
5
NVIDIA Corp

Shares: 14.7K

3M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID