SPWM Advisors LLC
Net seller this quarter
$108M
78
-$57.7M
19.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $2.97M | 2.75% | 0.00% | +5.7% | Q4 2025 |
 AMZN | $2.83M | 2.62% | 0.00% | -12.9% | Q4 2025 |
 MSFT | $2.65M | 2.45% | 0.00% | -16.3% | Q4 2025 |
 AMAT | $2.32M | 2.15% | 0.00% | -29.1% | Q4 2025 |
 META | $1.95M | 1.80% | Not reported | -20.0% | Q4 2025 |
 GOOGL | $1.86M | 1.72% | 0.00% | -20.0% | Q4 2025 |
 SCHW | $1.73M | 1.60% | 0.00% | -20.2% | Q4 2025 |
 AAPL | $1.53M | 1.41% | 0.00% | +9.6% | Q4 2025 |
 SLVR | $1.5M | 1.38% | Not reported | +13.0% | Q1 2026 |
 BKNG | $1.49M | 1.37% | 0.00% | -97.0% | Q4 2025 |
 V | $1.38M | 1.28% | 0.00% | -21.2% | Q4 2025 |
 BRK.B | $1.3M | 1.20% | Not reported | -22.2% | Q4 2025 |
 TSM | $1.27M | 1.17% | 0.00% | -28.1% | Q4 2025 |
 PM | $1.23M | 1.13% | 0.00% | -31.0% | Q4 2025 |
 JPM | $1.15M | 1.07% | 0.00% | -15.8% | Q4 2025 |
| GOOG | $1.08M | 1.00% | Not reported | -23.3% | Q4 2025 |
 ELV | $942K | 0.87% | 0.00% | -24.2% | Q4 2025 |
 IQV | $926K | 0.86% | 0.00% | -25.7% | Q4 2025 |
 XOM | $865K | 0.80% | 0.00% | -13.5% | Q4 2025 |
 PII | $828K | 0.76% | 0.02% | 0.0% | Q4 2025 |
 ICE | $825K | 0.76% | 0.00% | +83.8% | Q1 2026 |
 WFC | $779K | 0.72% | 0.00% | -19.6% | Q4 2025 |
 BDX | $762K | 0.70% | 0.00% | -3.8% | Q4 2025 |
 MDT | $715K | 0.66% | 0.00% | +2.0% | Q4 2025 |
 GD | $680K | 0.63% | 0.00% | -20.2% | Q4 2025 |
 QCOM | $655K | 0.61% | 0.00% | -30.1% | Q4 2025 |
 COP | $634K | 0.59% | 0.00% | -21.2% | Q4 2025 |
 ADI | $612K | 0.57% | 0.00% | -19.7% | Q4 2025 |
 MA | $609K | 0.56% | 0.00% | -22.2% | Q4 2025 |
 BNY | $587K | 0.54% | 0.00% | -20.0% | Q4 2025 |
 OMC | $555K | 0.51% | 0.00% | -22.0% | Q4 2025 |
 TSLA | $540K | 0.50% | 0.00% | +7.4% | Q4 2025 |
 RTX | $532K | 0.49% | 0.00% | -7.1% | Q4 2025 |
 UL | $529K | 0.49% | 0.00% | -23.9% | Q4 2025 |
 DIS | $517K | 0.48% | 0.00% | -27.1% | Q4 2025 |
 SPGI | $516K | 0.48% | 0.00% | New | Q2 2026 |
 AJG | $513K | 0.47% | 0.00% | New | Q2 2026 |
 NFLX | $509K | 0.47% | 0.00% | New | Q2 2026 |
 RGLD | $488K | 0.45% | 0.00% | Not reported | Q4 2025 |
 ABNB | $487K | 0.45% | Not reported | -21.0% | Q4 2025 |
 APD | $477K | 0.44% | 0.00% | -21.1% | Q4 2025 |
 CMCSA | $469K | 0.43% | 0.00% | -25.7% | Q4 2025 |
 NVS | $453K | 0.42% | 0.00% | -23.8% | Q4 2025 |
 AG | $450K | 0.42% | 0.01% | +0.2% | Q4 2025 |
 COST | $441K | 0.41% | 0.00% | +0.2% | Q4 2025 |
 SYK | $436K | 0.40% | 0.00% | +23.2% | Q1 2026 |
 MAS | $426K | 0.39% | 0.00% | -22.4% | Q4 2025 |
 AON | $393K | 0.36% | 0.00% | -20.1% | Q1 2026 |
 ACN | $365K | 0.34% | 0.00% | +49.2% | Q1 2026 |
 WM | $361K | 0.33% | 0.00% | +0.1% | Q4 2025 |
| Q1 2026 | |||||
| AMZN | $3.5M | 3.04% | 0.00% | -1.7% | Q4 2025 |
| MSFT | $3.28M | 2.85% | 0.00% | +3.7% | Q4 2025 |
| NVDA | $3.06M | 2.66% | 0.00% | +1.9% | Q4 2025 |
| AMAT | $2.67M | 2.32% | 0.00% | -17.8% | Q4 2025 |
| GOOGL | $2.59M | 2.25% | 0.00% | -18.4% | Q4 2025 |
| META | $2.28M | 1.98% | Not reported | -5.7% | Q4 2025 |
| SLVR | $2M | 1.74% | Not reported | New | Q1 2026 |
| SCHW | $1.93M | 1.67% | 0.00% | -5.4% | Q4 2025 |
| BKNG | $1.78M | 1.54% | 0.04% | +2654.0% | Q4 2025 |
| TSM | $1.76M | 1.52% | 0.00% | -20.3% | Q4 2025 |
| PM | $1.72M | 1.49% | 0.00% | +7.2% | Q4 2025 |
| BRK.B | $1.65M | 1.44% | Not reported | +11.3% | Q4 2025 |
| V | $1.6M | 1.39% | 0.00% | +22.6% | Q4 2025 |
| GOOG | $1.56M | 1.36% | Not reported | -6.8% | Q4 2025 |
| ELV | $1.31M | 1.14% | 0.00% | +1.1% | Q4 2025 |
| AAPL | $1.23M | 1.07% | 0.00% | -2.2% | Q4 2025 |
| JPM | $1.22M | 1.06% | 0.00% | -9.3% | Q4 2025 |
| QCOM | $1.15M | 1.00% | 0.00% | -10.5% | Q4 2025 |
| IQV | $1.06M | 0.92% | 0.00% | -8.6% | Q4 2025 |
| XOM | $1.02M | 0.89% | 0.00% | +4.0% | Q4 2025 |
 SBUX | $926K | 0.80% | 0.00% | -15.2% | Q4 2025 |
| ADI | $851K | 0.74% | 0.00% | -19.0% | Q4 2025 |
| WFC | $833K | 0.72% | 0.00% | -11.2% | Q4 2025 |
| COP | $827K | 0.72% | 0.00% | +8.9% | Q4 2025 |
| GD | $801K | 0.70% | 0.00% | +12.7% | Q4 2025 |
| DIS | $771K | 0.67% | 0.00% | -13.8% | Q4 2025 |
| BDX | $739K | 0.64% | 0.00% | +27.7% | Q4 2025 |
| PII | $732K | 0.64% | 0.02% | 0.0% | Q4 2025 |
| MA | $720K | 0.62% | 0.00% | -13.0% | Q4 2025 |
| AG | $687K | 0.60% | 0.01% | +87.2% | Q4 2025 |
| OMC | $662K | 0.57% | 0.00% | +12.9% | Q4 2025 |
| CMCSA | $660K | 0.57% | 0.00% | +13.2% | Q4 2025 |
| MDT | $647K | 0.56% | 0.00% | +7.2% | Q4 2025 |
| UL | $645K | 0.56% | 0.00% | +15.1% | Q4 2025 |
| RGLD | $632K | 0.55% | 0.00% | +11.2% | Q4 2025 |
| BNY | $623K | 0.54% | 0.00% | -17.0% | Q4 2025 |
| APD | $621K | 0.54% | 0.00% | -10.3% | Q4 2025 |
| NVS | $573K | 0.50% | 0.00% | -23.8% | Q4 2025 |
| TSLA | $573K | 0.50% | 0.00% | +1.8% | Q4 2025 |
| ABNB | $573K | 0.50% | Not reported | -14.6% | Q4 2025 |
| RTX | $529K | 0.46% | 0.00% | +0.3% | Q4 2025 |
| ICE | $501K | 0.43% | 0.00% | New | Q1 2026 |
| MAS | $488K | 0.42% | 0.00% | -8.1% | Q4 2025 |
| COST | $478K | 0.42% | 0.00% | +0.7% | Q4 2025 |
 ORCL | $457K | 0.40% | 0.00% | +4.6% | Q4 2025 |
 ADSK | $454K | 0.39% | 0.00% | -8.7% | Q4 2025 |
 CRM | $446K | 0.39% | 0.00% | -16.6% | Q4 2025 |
| AON | $424K | 0.37% | 0.00% | New | Q1 2026 |
 CHKP | $409K | 0.36% | 0.00% | -13.0% | Q4 2025 |
 WMT | $379K | 0.33% | 0.00% | +19.3% | Q4 2025 |
| Q4 2025 | |||||
| MSFT | $3.75M | 3.56% | 0.00% | New | Q4 2025 |
| AMZN | $3.09M | 2.94% | 0.00% | New | Q4 2025 |
| META | $2.64M | 2.51% | Not reported | New | Q4 2025 |
| GOOGL | $2.57M | 2.44% | 0.00% | New | Q4 2025 |
| NVDA | $2.54M | 2.41% | 0.00% | New | Q4 2025 |
| SCHW | $2.26M | 2.14% | 0.00% | New | Q4 2025 |
| BKNG | $2.16M | 2.05% | 0.00% | New | Q4 2025 |
| AMAT | $1.93M | 1.84% | 0.00% | New | Q4 2025 |
| TSM | $1.68M | 1.60% | 0.00% | New | Q4 2025 |
| BRK.B | $1.54M | 1.46% | Not reported | New | Q4 2025 |
| IQV | $1.49M | 1.41% | 0.00% | New | Q4 2025 |
| JPM | $1.43M | 1.36% | 0.00% | New | Q4 2025 |
| V | $1.4M | 1.33% | 0.00% | New | Q4 2025 |
| PM | $1.38M | 1.31% | 0.00% | New | Q4 2025 |
| GOOG | $1.37M | 1.30% | Not reported | New | Q4 2025 |
 UEC | $1.28M | 1.22% | 0.02% | New | Q4 2025 |
| WFC | $1.16M | 1.10% | 0.00% | New | Q4 2025 |
| AAPL | $1.16M | 1.10% | 0.00% | New | Q4 2025 |
| ELV | $1.15M | 1.10% | 0.00% | New | Q4 2025 |
| QCOM | $1.04M | 0.99% | 0.00% | New | Q4 2025 |
| DIS | $959K | 0.91% | 0.00% | New | Q4 2025 |
| MA | $945K | 0.90% | 0.00% | New | Q4 2025 |
| SBUX | $863K | 0.82% | 0.00% | New | Q4 2025 |
| CRM | $827K | 0.79% | 0.00% | New | Q4 2025 |
| XOM | $785K | 0.75% | 0.00% | New | Q4 2025 |
| BDX | $762K | 0.72% | 0.00% | New | Q4 2025 |
| MDT | $755K | 0.72% | 0.00% | New | Q4 2025 |
| CHKP | $750K | 0.71% | 0.00% | New | Q4 2025 |
| PII | $715K | 0.68% | 0.02% | New | Q4 2025 |
| CMCSA | $700K | 0.67% | 0.00% | New | Q4 2025 |
| NVS | $700K | 0.66% | 0.00% | New | Q4 2025 |
| GD | $691K | 0.66% | 0.00% | New | Q4 2025 |
| ADI | $679K | 0.65% | 0.00% | New | Q4 2025 |
| ABNB | $671K | 0.64% | Not reported | New | Q4 2025 |
| BNY | $653K | 0.62% | 0.00% | New | Q4 2025 |
| UL | $633K | 0.60% | 0.00% | New | Q4 2025 |
| ADSK | $626K | 0.59% | 0.00% | New | Q4 2025 |
| OMC | $622K | 0.59% | 0.00% | New | Q4 2025 |
| COP | $603K | 0.57% | 0.00% | New | Q4 2025 |
 ADBE | $593K | 0.56% | 0.00% | New | Q4 2025 |
| TSLA | $584K | 0.55% | 0.00% | New | Q4 2025 |
| APD | $564K | 0.54% | 0.00% | New | Q4 2025 |
 MCK | $560K | 0.53% | 0.00% | New | Q4 2025 |
 COR | $557K | 0.53% | 0.00% | New | Q4 2025 |
 KMX | $556K | 0.53% | 0.01% | New | Q4 2025 |
| RTX | $541K | 0.51% | 0.00% | New | Q4 2025 |
| RGLD | $515K | 0.49% | 0.00% | New | Q4 2025 |
 DEO | $515K | 0.49% | 0.00% | New | Q4 2025 |
| MAS | $483K | 0.46% | 0.00% | New | Q4 2025 |
| ORCL | $456K | 0.43% | 0.00% | New | Q4 2025 |