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Portfolio (Quarterly) Guide ↗

MRWM Advisors, LLC

· CIK 0001732949
13F Portfolio $243M AUM 80 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 80 New
Page 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLC SELECT SECTOR SPDR TR 4,225.0 $453K 0.19% NEW $107.13 +4.6%
62 TWST TWIST BIOSCIENCE CORP Healthcare 4,339.0 $446K 0.18% NEW $102.88 +21.2%
63 USFR WISDOMTREE TR 8,005.0 $403K 0.17% NEW $50.35 +0.1%
64 IJH ISHARES TR 5,087.0 $392K 0.16% NEW $77.11 -1.6%
65 NVDA NVIDIA CORPORATION Technology 1,810.0 $362K 0.15% NEW $200.12 +15.1%
66 BND VANGUARD BD INDEX FDS 4,916.0 $361K 0.15% NEW $73.41 -2.0%
67 GLD SPDR GOLD TR Financial Services 827.0 $305K 0.12% NEW $368.38 +10.4%
68 VO VANGUARD INDEX FDS 3,244.0 $261K 0.11% NEW $80.57 +2.1%
69 VOO VANGUARD INDEX FDS 374.0 $257K 0.11% NEW $686.81 +3.1%
70 VHT VANGUARD WORLD FD 847.0 $253K 0.10% NEW $299.01 +7.6%
71 SPACE EXPLORATION TECHN CORP 1,481.0 $253K 0.10% NEW $170.86
72 AOR ISHARES TR 3,633.0 $252K 0.10% NEW $69.50 +0.8%
73 GILD GILEAD SCIENCES INC Healthcare 1,988.0 $251K 0.10% NEW $126.34 +19.5%
74 SU SUNCOR ENERGY INC NEW Energy 4,638.0 $249K 0.10% NEW $53.68 +25.4%
75 DVY ISHARES TR 1,537.0 $240K 0.10% NEW $156.30 +5.1%
76 GWW WW GRAINGER INC Industrials 166.0 $226K 0.09% NEW $1360.40 -2.6%
77 BIV VANGUARD BD INDEX FDS 2,880.0 $221K 0.09% NEW $76.70 -2.3%
78 CVX CHEVRON CORPORATION Energy 1,263.0 $209K 0.09% NEW $165.76 +25.8%
79 SPYM SPDR SERIES TRUST 2,289.0 $201K 0.08% NEW $87.88 +3.2%
80 FOXA FOX CORP Communication Services 3,851.0 $201K 0.08% NEW $52.16 +25.4%
Page 4 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.2%
Technology 25.1%
Healthcare 10.0%
Consumer Cyclical 7.7%
Industrials 5.6%
Consumer Defensive 4.9%
Communication Services 3.7%
Energy 2.0%