SPWM Advisors LLC
All 13F Filings
- Location
- Traverse City, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 108,250
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 90 | 108,250 | 13F-HR | SPWM Advisors LLC |
| Q1 2026 | 5/14/2026 | 93 | 115,195 | 13F-HR | SPWM Advisors LLC |
| Q4 2025 | 2/17/2026 | 92 | 105,295 | 13F-HR | SPWM Advisors LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.66 K | 50.5% | 0 | 10.2 K | -10.2 K |
| ETFs | 53.59 K | 49.5% | 3.254 K | 0 | 3.254 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
108,250
Holdings
90
QoQ value change ($000)
-6,945
(-6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.