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Portfolio (Quarterly) Guide ↗

MPWM ADVISORY SOLUTIONS, LLC

· CIK 0002056693
13F Portfolio $218M AUM 571 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 98 Added 89 Reduced 40 Exited
Page 1 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPTM STATE STREET 223,805.0 $20.3M 9.30% +15K +7.3% $90.79 +1.7%
2 SPTL STATE STREET 358,826.0 $9.4M 4.31% +12K +3.4% $26.23 -4.7%
3 IWM ISHARES RUSSELL 24,697.0 $7.4M 3.40% +1K +5.1% $300.45 -3.3%
4 BUFQ FIRST TRUST 158,667.0 $6.2M 2.85% +13K +8.9% $39.27 +0.7%
5 CLOI VANECK CLO 103,696.0 $5.5M 2.51% +4K +4.5% $52.95 -0.3%
6 QQQM INVESCO NASDAQ 17,655.0 $5.3M 2.45% +1K +6.5% $302.98 -3.8%
7 XLI STATE STREET 24,006.0 $4.4M 2.04% +3K +14.2% $185.23 -6.7%
8 GRNY FUNDSTRAT GRANNY 134,400.0 $3.7M 1.70% +10K +7.9% $27.65 -0.9%
9 IVE ISHARES S&P 13,172.0 $3.0M 1.37% +954.0 +7.8% $227.06 +3.8%
10 INDA ISHARES MSCI 59,557.0 $2.9M 1.35% +2K +2.8% $49.39 +0.4%
11 CIBR FIRST TRUST 32,437.0 $2.9M 1.33% +3K +9.9% $89.85 +7.1%
12 IDMO INVESCO S&P 44,519.0 $2.7M 1.23% +5K +12.8% $60.29 +2.2%
13 TFLO ISHARES TREASURY 43,251.0 $2.2M 1.00% +4K +9.2% $50.63 -0.2%
14 OUNZ VANECK MERK Financial Services 50,206.0 $1.9M 0.89% +22K +76.4% $38.59 +7.7%
15 GTO INVESCO TOTAL 40,546.0 $1.9M 0.87% +5K +15.0% $46.87 -2.1%
16 AMZN AMAZON COM Consumer Cyclical 7,545.0 $1.8M 0.82% +1K +23.1% $238.34 +7.0%
17 TOTL STATE STREET 43,404.0 $1.7M 0.78% +9K +24.8% $39.47 -2.5%
18 EMB ISHARES JPMORGAN 15,899.0 $1.5M 0.70% +1K +8.4% $96.44 -2.4%
19 CII BLACKROCK ENHANCED Financial Services 45,312.0 $1.2M 0.54% +10K +29.1% $26.15 -6.7%
20 VO VANGUARD MID 14,047.0 $1.1M 0.52% +10K +264.8% $80.57 +0.9%
Page 1 of 5  ·  98 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 74.0%
Technology 12.6%
Healthcare 3.8%
Consumer Cyclical 3.8%
Communication Services 2.7%
Industrials 1.4%
Utilities 0.8%
Consumer Defensive 0.7%
Energy 0.2%
Basic Materials 0.1%