SPWM Advisors LLC ETF holdings
Traverse City, MI
Reported $55.1M in 13 ETFs in its Form 13F for June 30, 2026.
ETF value
$55.1M
ETFs held
13
Change from prior quarter
+5.3%
With price moves
ETFs as a share of its 13F
50.9%
of $108.2M
Top 10 of 13 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| PWV | Invesco Large Cap Value ETF | $16.1M | 204,744 | +28,627 shares |
| FBND | Fidelity Total Bond ETF | $11.8M | 260,686 | +9,602 shares |
| AVUV | Avantis US Small Cap Value ETF | $11.1M | 88,407 | −1,790 shares |
| DFEV | Dimensional Emerging Markets Value ETF | $11.0M | 274,653 | +2,204 shares |
| SLVR | Sprott Silver Miners & Physical Silver ETF | $1.5M | 31,823 | +3,652 shares |
| IWF | iShares Russell 1000 Growth ETF | $854K | 7,151 | +7 shares |
| VOO | Vanguard S&P 500 ETF | $636K | 930 | +2 shares |
| VTV | Vanguard Morningstar Value ETF | $577K | 2,649 | +13 shares |
| IJR | iShares Core S&P Small-Cap ETF | $384K | 2,632 | +8 shares |
| SCHF | Schwab International Equity ETF | $356K | 13,185 | −1,385 shares |
3 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002111209. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SPWM Advisors LLC own?
SPWM Advisors LLC reported 13 ETF positions worth $55.1M in its Form 13F for June 30, 2026. The largest was PWV, at $16.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.