SPWM Advisors LLC - Portfolio Stock Holdings

SPWM Advisors LLC disclosed 98 stock positions in a recent SEC 13F filing. $108,023,754 of stock holdings were filed, with the largest holdings including PWV, FBND, and DFEV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $299,456,317 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.