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Lauren Golba

Spwm Advisors Llc

Assets Managed
$115.195M
Holdings
93
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
9.41%(2Q avg: 4.71%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Spwm Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Spwm Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 115.195M in assets, with a quarterly growth rate of 9.41% and a 2-quarter average growth rate of 4.71%. The portfolio is managed by Lauren Golba, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PWV
Invesco Large Cap Value Etf
Recent Activity
Increased 10.33%
11.17%
$12.862M
176,117 shares@ $73.04 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 25.14%
9.92%
$11.427M
251,084 shares@ $45.51 avg price
DFEV
Dimensional Emerging Markets
Recent Activity
Increased 43.98%
9.76%
$11.241M
272,449 shares@ $41.26 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 29.42%
9.27%
$10.67M
90,197 shares@ $118.3 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.73%
3.04%
$3.498M
13,161 shares@ $265.82 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.74%
2.85%
$3.283M
8,050 shares@ $407.77 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.93%
2.66%
$3.062M
13,867 shares@ $220.79 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -17.76%
2.32%
$2.667M
6,186 shares@ $431.21 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -18.44%
2.26%
$2.594M
6,696 shares@ $387.36 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -5.69%
1.98%
$2.276M
3,774 shares@ $603.04 avg price

1-10 of 93