SPWM Advisors LLC
•CIK: 2111209•Filing: Q4 2025
**SPWM Advisors LLC** manages $105M across a diversified portfolio of 92 positions. The fund exhibits notable concentration in technology and growth sectors, with top holdings including PWV at $10.6M and FBND at $9.2M. Significant allocations are also maintained in AVUV ($7.1M) and DFEV ($6.4M), alongside major tech names such as MSFT ($3.8M) and AMZN ($3.1M). This structure suggests a tactical, high-conviction approach targeting established market leaders.
Total AUM
$104.3M
QoQ Performance
N/A
Positions
78
Top 10 Concentration
48.1%
Latest Filing
Q4 2025
Top Holdings Allocation
PWV
FBND
AVUV
DFEV
PWV10.2%
FBND8.9%
AVUV6.8%
DFEV6.1%
MSFT3.6%
AMZN3.0%
META2.5%
GOOGL2.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other61.7%
Technology16.2%
Financial8.8%
Consumer7.7%
Communication1.6%
Energy1.3%
Materials0.8%
Healthcare0.7%