SPWM Advisors
SPWM Advisors reported 90 stocks worth $108M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are PWV (14.9%), FBND (10.9%) and AVUV (10.2%). Compared with Q1 2026, the fund opened new positions in SPGI, AJG and NFLX, added to PWV, FBND and DFEV, trimmed AVUV, AMZN and MSFT and sold out of SBUX, GDXJ and SNY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PWV Invesco Exchange Traded FD T | $16.1M | 14.9% | 205K | +29K (+16%) | 3 of 3 | |
| 2 |  FBND Fidelity Total Bond ETF | $11.8M | 10.9% | 261K | +9,602 (+4%) | 3 of 3 | |
| 3 |  AVUV American Centy ETF TR | $11.1M | 10.2% | 88K | −1,790 (−2%) | 3 of 3 | |
| 4 |  DFEV Dimensional ETF Trust | $11M | 10.1% | 275K | +2,204 (+1%) | 3 of 3 | |
| 5 |  NVDA Nvidia Corporation | $3M | 2.8% | 15K | +786 (+6%) | 3 of 3 | |
| 6 |  AMZN Amazon Com Inc | $2.8M | 2.6% | 11K | −1,699 (−13%) | 3 of 3 | |
| 7 |  MSFT Microsoft Corp | $2.7M | 2.5% | 6,738 | −1,312 (−16%) | 3 of 3 | |
| 8 |  AMAT Applied Matls Inc | $2.3M | 2.1% | 4,387 | −1,799 (−29%) | 3 of 3 | |
| 9 |  META Meta Platforms Inc | $2M | 1.8% | 3,021 | −753 (−20%) | 3 of 3 | |
| 10 |  GOOGL Alphabet Inc | $1.9M | 1.7% | 5,356 | −1,340 (−20%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SBUX Starbucks Corp | $926K | 8,686 |
 GDXJ Vaneck Junior Gold | $531K | 4,090 |
 SNY Sanofi | $357K | 8,331 |
 INTC Intel Corp | $326K | 2,701 |
 PEP Pepsico Inc | $229K | 1,507 |
🔒 Free account: see all 8.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SPWM Advisors 13F FAQ
What does SPWM Advisors own?
SPWM Advisors reported 90 stocks worth $108M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are PWV (14.9%), FBND (10.9%) and AVUV (10.2%). The table above lists every position in the filing (the top 10 without an account).
What did SPWM Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 23 added to, 53 trimmed and 8 sold out. New positions include SPGI, AJG and NFLX. It sold all of SBUX, GDXJ and SNY.
When will SPWM Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is SPWM Advisors's portfolio worth?
The Q2 2026 filing reports $108M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.