Portfolio (Quarterly) Guide ↗

SPWM Advisors LLC

· CIK 0002111209

13F Portfolio $108M AUM 90 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 15 Added 53 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SBUX	STARBUCKS CORP	Consumer Cyclical	8,686	$926K	0.80%	SOLD
2	GDXJ	VANECK ETF TRUST	—	4,090	$531K	0.46%	SOLD
3	SNY	SANOFI SA	Healthcare	8,331	$357K	0.31%	SOLD
4	INTC	INTEL CORP	Technology	2,701	$326K	0.28%	SOLD
5	PEP	PEPSICO INC	Consumer Defensive	1,507	$229K	0.20%	SOLD
6	LAMR	LAMAR ADVERTISING CO	Real Estate	1,510	$223K	0.19%	SOLD
7	VEEV	VEEVA SYS INC	Healthcare	1,304	$208K	0.18%	SOLD
8	GSK	GSK PLC	Healthcare	3,965	$202K	0.17%	SOLD

Sector Allocation

Technology 29.7%

Financial Services 18.4%

Consumer Cyclical 13.3%

Communication Services 12.1%

Healthcare 9.3%

Industrials 4.6%

Basic Materials 4.1%

Consumer Defensive 4.1%

Energy 3.9%

Utilities 0.4%