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The Analysis of SPWM Advisors LLC's Holdings & P&L

Currently, SPWM Advisors LLC holds 93 types of securities in its portfolio with a total value $115.2M. In the most recent quarter, they have increased their positions in DFEV (+83.2K shares, valued at $3.4M), AVUV (+20.5K shares, valued at $2.4M), FBND (+50.4K shares, valued at $2.3M); decreased their positions in N/A (-1.5K shares, valued at $586.5K), AMAT (-1.3K shares, valued at $576.1K), TSM (-1.1K shares, valued at $446.2K); initiated new positions in SLVR (+28.2K shares, valued at $2.0M), ICE (+3.2K shares, valued at $500.9K), N/A (+1.3K shares, valued at $423.6K).

1M P&L

-1.1M-0.73%

3M P&L

-9.7M-5.93%

HY P&L

-14.6M-8.69%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A52.1M

49.7%

2Semiconductors7.3M

7.0%

3Software - Infrastructure4.1M

4.0%

Top Industries by Stock Count

1N/A14 stocks

17.7%

2Semiconductors6 stocks

7.6%

3Software - Application4 stocks

5.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PWV INVESCO EXCHANGE TRADED FD T176.1K shares10.32%2026-03-312026-05-14

FBND FIDELITY MERRIMACK STR TR251.1K shares25.13%2026-03-312026-05-14

DFEV DIMENSIONAL ETF TRUST272.4K shares43.98%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR90.2K shares29.41%2026-03-312026-05-14

AMZN AMAZON COM INC13.2K shares-1.74%2026-03-312026-05-14

MSFT MICROSOFT CORP8.1K shares3.74%2026-03-312026-05-14

NVDA NVIDIA CORPORATION13.9K shares1.93%2026-03-312026-05-14

AMAT APPLIED MATLS INC6.2K shares-17.76%2026-03-312026-05-14

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ALPHABET INC ALPHABET INC6.7K shares-18.44%2026-03-312026-05-14

META META PLATFORMS INC3.8K shares-5.70%2026-03-312026-05-14

SLVR SPROTT FDS TR28.2K sharesnew addition2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP21.4K shares-5.36%2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC11.1K shares2653.98%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC4.4K shares-20.26%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC9.2K shares7.19%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.4K shares11.25%2026-03-312026-05-14

Sponsored

V VISA INC4.9K shares22.60%2026-03-312026-05-14

ALPHABET INC ALPHABET INC4.1K shares-6.81%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY3.3K shares1.12%2026-03-312026-05-14

AAPL APPLE INC4.2K shares-2.18%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO4.0K shares-9.33%2026-03-312026-05-14

QCOM QUALCOMM INC5.5K shares-10.52%2026-03-312026-05-14

IQV IQVIA HLDGS INC6.0K shares-8.55%2026-03-312026-05-14

XOM EXXON MOBIL CORP6.8K shares4.00%2026-03-312026-05-14

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SBUX STARBUCKS CORP8.7K shares-15.23%2026-03-312026-05-14

IWF ISHARES TR7.1K shares277.59%2026-03-312026-05-14

ADI ANALOG DEVICES INC2.0K shares-18.97%2026-03-312026-05-14

WFC WELLS FARGO & CO11.1K shares-11.21%2026-03-312026-05-14

COP CONOCOPHILLIPS7.0K shares8.88%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.3K shares12.72%2026-03-312026-05-14

DIS DISNEY WALT CO7.3K shares-13.80%2026-03-312026-05-14

BDX BECTON DICKINSON & CO5.0K shares27.66%2026-03-312026-05-14

Sponsored

PII POLARIS INC11.3K shares0.04%2026-03-312026-05-14

MA MASTERCARD INCORPORATED1.4K shares-13.04%2026-03-312026-05-14

AG FIRST MAJESTIC SILVER CORP28.4K shares87.23%2026-03-312026-05-14

OMC OMNICOM GROUP INC8.7K shares12.93%2026-03-312026-05-14

CMCSA COMCAST CORP NEW26.5K shares13.21%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC8.4K shares7.17%2026-03-312026-05-14

UNILEVER PLC UNILEVER PLC11.1K shares15.12%2026-03-312026-05-14

RGLD ROYAL GOLD INC2.6K shares11.17%2026-03-312026-05-14

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VANGUARD INDEX FDS VANGUARD INDEX FDS928 shares66.01%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP4.7K shares-16.96%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I2.0K shares-10.34%2026-03-312026-05-14

NVS NOVARTIS AG3.9K shares-23.76%2026-03-312026-05-14

TSLA TESLA INC1.3K shares1.77%2026-03-312026-05-14

ABNB AIRBNB INC4.2K shares-14.56%2026-03-312026-05-14

VTV VANGUARD INDEX FDS2.6K shares40.14%2026-03-312026-05-14

GDXJ VANECK ETF TRUST4.1K shares0.00%2026-03-312026-05-14

Sponsored

RTX RTX CORPORATION3.0K shares0.34%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN3.2K sharesnew addition2026-03-312026-05-14

MAS MASCO CORP7.0K shares-8.11%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION468 shares0.65%2026-03-312026-05-14

ORCL ORACLE CORP2.4K shares4.57%2026-03-312026-05-14

ADSK AUTODESK INC1.9K shares-8.66%2026-03-312026-05-14

CRM SALESFORCE INC2.6K shares-16.63%2026-03-312026-05-14

AON PLC AON PLC1.3K sharesnew addition2026-03-312026-05-14

Sponsored

CHKP CHECK POINT SOFTWARE TECH LT3.5K shares-12.96%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR14.6K shares-0.14%2026-03-312026-05-14

WMT WALMART INC2.9K shares19.28%2026-03-312026-05-14

CENCORA INC CENCORA INC1.4K shares-14.55%2026-03-312026-05-14

PSLV SPROTT ASSET MANAGEMENT LP13.0K shares-13.33%2026-03-312026-05-14

AMRZ AMRIZE LTD6.9K sharesnew addition2026-03-312026-05-14

SNY SANOFI SA8.3K shares2.61%2026-03-312026-05-14

IJR ISHARES TR2.6K shares40.47%2026-03-312026-05-14

Sponsored

ADBE ADOBE INC1.5K shares-13.28%2026-03-312026-05-14

PFE PFIZER INC13.5K sharesnew addition2026-03-312026-05-14

MCK MCKESSON CORP469 shares-31.23%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC4.4K sharesnew addition2026-03-312026-05-14

WM WASTE MGMT INC DEL1.5K shares-2.77%2026-03-312026-05-14

SYK STRYKER CORPORATION1.1K sharesnew addition2026-03-312026-05-14

INTC INTEL CORP2.7K sharesnew addition2026-03-312026-05-14

DXCM DEXCOM INC5.1K shares-1.42%2026-03-312026-05-14

Sponsored

IUSG ISHARES TR1.6K shares0.06%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K sharesnew addition2026-03-312026-05-14

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.2K sharesnew addition2026-03-312026-05-14

IJH ISHARES TR3.7K shares0.24%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC573 sharesnew addition2026-03-312026-05-14

ECL ECOLAB INC1.0K shares-11.87%2026-03-312026-05-14

ENB ENBRIDGE INC4.5K shares1.63%2026-03-312026-05-14

AN AUTONATION INC1.2K shares0.00%2026-03-312026-05-14

Sponsored

PEP PEPSICO INC1.5K sharesnew addition2026-03-312026-05-14

LAMR LAMAR ADVERTISING CO1.5K sharesnew addition2026-03-312026-05-14

FSM FORTUNA MNG CORP20.0K shares99.90%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K shares-12.29%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR3.7K sharesnew addition2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC465 sharesnew addition2026-03-312026-05-14

VEEV VEEVA SYS INC1.3K shares-12.31%2026-03-312026-05-14

HL HECLA MINING COMPANY10.0K sharesnew addition2026-03-312026-05-14

Sponsored

GSK PLC GSK PLC4.0K sharesnew addition2026-03-312026-05-14

LYG LLOYDS BANKING GROUP PLC31.5K shares-1.86%2026-03-312026-05-14

NG NOVAGOLD RESOURCES INC10.0K shares0.00%2026-03-312026-05-14

TRX GOLD CORPORATION TRX GOLD CORPORATION65.0K shares18.18%2026-03-312026-05-14

DNN DENISON MINES CORP20.0K shares0.00%2026-03-312026-05-14

PWV

INVESCO EXCHANGE TRADED FD T

10.32%

Shares176.1K

Event2026-03-31

Filed2026-05-14

FBND

FIDELITY MERRIMACK STR TR

25.13%

Shares251.1K

Event2026-03-31

Filed2026-05-14

DFEV

DIMENSIONAL ETF TRUST

43.98%

Shares272.4K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

29.41%

Shares90.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-1.74%

Shares13.2K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

3.74%

Shares8.1K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

1.93%

Shares13.9K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

-17.76%

Shares6.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-18.44%

Shares6.7K

Event2026-03-31

Filed2026-05-14