Institutional Fund
Spwm Advisors LLC
Traverse City, MICIK 21112092 filings on record
Portfolio Value
$115.19M
Q1 2026
Holdings
93
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+10.4%
from $104.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exchange Traded Fd T11.2%
- Fidelity Merrimack Str Tr9.9%
- Dimensional ETF Trust9.8%
- American Centy ETF Tr9.3%
- Amazon Com Inc3.0%
- Microsoft Corp2.8%
- Other54.0%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 176.1K | $12.86M | 11.2% | +16.5K | Added |
| 2 | Fidelity Merrimack Str Tr | 251.1K | $11.43M | 9.9% | +50.4K | Added |
| 3 | Dimensional ETF Trust | 272.4K | $11.24M | 9.8% | +83.2K | Added |
| 4 | American Centy ETF Tr | 90.2K | $10.67M | 9.3% | +20.5K | Added |
| 5 | Amazon Com Inc | 13.2K | $3.50M | 3.0% | −233 | Reduced |
| 6 | Microsoft Corp | 8.1K | $3.28M | 2.8% | +290 | Added |
| 7 | Nvidia Corporation | 13.9K | $3.06M | 2.7% | +262 | Added |
| 8 | Applied Matls Inc | 6.2K | $2.67M | 2.3% | −1.3K | Reduced |
| 9 | Alphabet Inc | 6.7K | $2.59M | 2.3% | −1.5K | Reduced |
| 10 | Meta Platforms Inc | 3.8K | $2.28M | 2.0% | −228 | Reduced |
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