SPWM Advisors LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Traverse City, MI
CIK
0002111209
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
93
115,194
PWV, FBND, DFEV, AVUV
13F-HR
5/14/2026
000195175726000855
Q4 2025
92
105,294
PWV, FBND, AVUV, DFEV
13F-HR
2/17/2026
000195175726000466