SPWM Advisors LLC holds a focused book of 90 stocks worth $108.2M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened S&P Global Inc and trimmed Avantis US Small Cap Value. Their largest long position is Invesco Large Cap Value ETF at 15% of the equity book. Cloning the disclosed picks since 2026 would be +5% (+11.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2111209/holdings"
Use Arkolith to show SPWM Advisors LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning SPWM Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
49% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as SPWM Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Kestra Advisory Services, LLC | 80 / 80 | $6.4B |
| IFP Advisors, Inc | 80 / 80 | $1.1B |
| MORGAN STANLEY | 79 / 80 | $540.8B |
| ROYAL BANK OF CANADA | 79 / 80 | $149.4B |
| UBS Group AG | 79 / 80 | $133.6B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $93.3B |
| BANK OF MONTREAL /CAN/ | 79 / 80 | $65.1B |
| LPL Financial LLC | 79 / 80 | $59.1B |
Ranked by how many of SPWM Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T LARGE CAP VALUE | $16.1M | 204.7K | 14.9% | ▲+16% Added · +29K sh | |
| 2 | Fidelity Merrimack STR TR TOTAL BD ETF | $11.8M | 260.7K | 10.9% | ▲+3.8% Added · +10K sh | |
| 3 | American Centy ETF TR US SML CP VALU | $11.1M | 88.4K | 10.2% | ▼−2.0% Reduced · −2K sh | |
| 4 | Dimensional ETF Trust EMERGING MKTS VA | $11.0M | 274.7K | 10.1% | ▲+0.8% Added · +2K sh | |
| 5 | Nvidia Corporation COM | $3.0M | 14.7K | 2.7% | ▲+5.7% Added · +786 sh | |
| 6 | Amazon Com Inc COM | $2.8M | 11.5K | 2.6% | ▼−13% Reduced · −2K sh | |
| 7 | Microsoft Corp COM | $2.7M | 6.7K | 2.5% | ▼−16% Reduced · −1K sh | |
| 8 | Applied Matls Inc COM | $2.3M | 4.4K | 2.1% | ▼−29% Reduced · −2K sh | |
| 9 | Meta Platforms Inc CL A | $2.0M | 3.0K | 1.8% | ▼−20% Reduced · −753 sh | |
| 10 | Alphabet Inc CAP STK CL A | $1.9M | 5.4K | 1.7% | ▼−20% Reduced · −1K sh | |
| 11 | Schwab Charles Corp COM | $1.7M | 17.1K | 1.6% | ▼−20% Reduced · −4K sh | |
| 12 | Apple Inc COM | $1.5M | 4.6K | 1.4% | ▲+9.6% Added · +403 sh | |
| 13 | Sprott FDS TR SILVER MINERS | $1.5M | 31.8K | 1.4% | ▲+13% Added · +4K sh | |
| 14 | Booking Holdings Inc COM | $1.5M | 8.2K | 1.4% | ▼−26% Reduced · −3K sh | |
| 15 | Visa Inc COM CL A | $1.4M | 3.9K | 1.3% | ▼−21% Reduced · −1K sh | |
| 16 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.7K | 1.2% | ▼−22% Reduced · −756 sh | |
| 17 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.3M | 3.2K | 1.2% | ▼−28% Reduced · −1K sh | |
| 18 | Philip Morris Intl Inc COM | $1.2M | 6.4K | 1.1% | ▼−31% Reduced · −3K sh | |
| 19 | JPMorgan Chase & Co COM | $1.2M | 3.4K | 1.1% | ▼−16% Reduced · −634 sh | |
| 20 | Alphabet Inc CAP STK CL C | $1.1M | 3.1K | 1.0% | ▼−23% Reduced · −949 sh | |
| 21 | Elevance Health Inc Formerly COM | $942K | 2.5K | 0.9% | ▼−24% Reduced · −807 sh | |
| 22 | Iqvia Hldgs Inc COM | $926K | 4.5K | 0.9% | ▼−26% Reduced · −2K sh | |
| 23 | Exxon Mobil Corp COM | $865K | 5.9K | 0.8% | ▼−13% Reduced · −916 sh | |
| 24 | Ishares TR RUS 1000 GRW ETF | $854K | 7.2K | 0.8% | ▲+0.1% Added · +7 sh | |
| 25 | Polaris Inc COM | $828K | 11.3K | 0.8% | ▲~0% Added · +4 sh | |
| 26 | Intercontinental Exchange In COM | $825K | 5.9K | 0.8% | ▲+84% Added · +3K sh | |
| 27 | Wells Fargo & Co COM | $779K | 8.9K | 0.7% | ▼−20% Reduced · −2K sh | |
| 28 | Becton Dickinson & Co COM | $762K | 4.8K | 0.7% | ▼−3.8% Reduced · −192 sh | |
| 29 | Medtronic PLC SHS | $715K | 8.6K | 0.7% | ▲+2.0% Added · +169 sh | |
| 30 | General Dynamics Corp COM | $680K | 1.8K | 0.6% | ▼−20% Reduced · −468 sh | |
| 31 | Qualcomm Inc COM | $655K | 3.8K | 0.6% | ▼−30% Reduced · −2K sh | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $636K | 930 | 0.6% | ▲+0.2% Added · +2 sh | |
| 33 | ConocoPhillips COM | $634K | 5.5K | 0.6% | ▼−21% Reduced · −1K sh | |
| 34 | Analog Devices Inc COM | $612K | 1.6K | 0.6% | ▼−20% Reduced · −399 sh | |
| 35 | Mastercard Incorporated CL A | $609K | 1.1K | 0.6% | ▼−22% Reduced · −320 sh | |
| 36 | Bank Of NY Mellon Corp COM | $587K | 3.7K | 0.5% | ▼−20% Reduced · −934 sh | |
| 37 | Vanguard Index FDS VALUE ETF | $577K | 2.6K | 0.5% | ▲+0.5% Added · +13 sh | |
| 38 | Omnicom Group Inc COM | $555K | 6.8K | 0.5% | ▼−22% Reduced · −2K sh | |
| 39 | Tesla Inc COM | $540K | 1.4K | 0.5% | ▲+7.4% Added · +98 sh | |
| 40 | RTX Corporation COM | $532K | 2.7K | 0.5% | ▼−7.1% Reduced · −211 sh | |
| 41 | Unilever PLC SPON ADR NEW | $529K | 8.5K | 0.5% | ▼−24% Reduced · −3K sh | |
| 42 | Disney Walt Co COM | $517K | 5.3K | 0.5% | ▼−27% Reduced · −2K sh | |
| 43 | S&P Global Inc COM | $516K | 1.1K | 0.5% | ▲New New position | |
| 44 | Gallagher Arthur J & Co COM | $513K | 2.0K | 0.5% | ▲New New position | |
| 45 | Netflix Inc. COM | $509K | 7.4K | 0.5% | ▲New New position | |
| 46 | Royal Gold Inc COM | $488K | 2.6K | 0.5% | —Held | |
| 47 | Airbnb Inc COM CL A | $487K | 3.3K | 0.5% | ▼−21% Reduced · −887 sh | |
| 48 | Air Products And Chemicals I COM | $477K | 1.6K | 0.4% | ▼−21% Reduced · −432 sh | |
| 49 | Comcast Corp New CL A | $469K | 19.7K | 0.4% | ▼−26% Reduced · −7K sh | |
| 50 | Novartis AG SPONSORED ADR | $453K | 2.9K | 0.4% | ▼−24% Reduced · −921 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.