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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 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FNDF SCHWAB FUNDAMENTAL 4,497.0 $237K 0.11% +111.0 +2.5% $52.76 +4.8%
42 HD HOME DEPOT Consumer Cyclical 662.0 $233K 0.11% +581.0 +717.3% $352.69 -9.3%
43 JEPI JPMORGAN 4,095.0 $231K 0.11% +4K +5018.8% $56.48 +0.9%
44 FNY FIRST TRUST 1,747.0 $194K 0.09% +782.0 +81.0% $110.85 -9.0%
45 NCLH NORWEGIAN CRUISE Consumer Cyclical 9,150.0 $193K 0.09% +2K +22.8% $21.11 -26.9%
46 BMNR BITMINE IMMERSION Financial Services 13,082.0 $174K 0.08% +840.0 +6.9% $13.31 +75.6%
47 PFE PFIZER INC Healthcare 6,824.0 $164K 0.07% +286.0 +4.4% $24.08 +18.6%
48 BUI BLACKROCK UTILITIES Financial Services 5,663.0 $164K 0.07% +3K +94.7% $29.01 -8.9%
49 TFC TRUIST FINANCIAL Financial Services 2,944.0 $147K 0.07% +3K +1902.7% $49.82 -0.8%
50 PAB PGIM ACTIVE 3,346.0 $141K 0.07% +1K +79.9% $42.14 -2.0%
51 FHN FIRST HORIZON Financial Services 5,471.0 $140K 0.06% +41.0 +0.8% $25.64 -6.3%
52 CRM SALESFORCE INC Technology 877.0 $137K 0.06% +515.0 +142.3% $156.57 +64.9%
53 TSM TAIWAN SEMICONDUCTOR Technology 269.0 $129K 0.06% +27.0 +11.2% $478.32 -13.4%
54 WMT WALMART INC Consumer Defensive 1,069.0 $121K 0.06% +93.0 +9.5% $113.31 -6.5%
55 ABBV ABBVIE INC Healthcare 478.0 $120K 0.06% +209.0 +77.7% $251.55 +3.4%
56 ICSH ISHARES ULTRA 2,289.0 $116K 0.05% +92.0 +4.2% $50.58 -0.4%
57 NLR VANECK URANIUM 993.0 $115K 0.05% +565.0 +132.0% $115.98 -0.2%
58 QCOM QUALCOMM INC Technology 561.0 $104K 0.05% +200.0 +55.4% $184.86 -9.9%
59 FYX FIRST TRUST 603.0 $87K 0.04% +112.0 +22.8% $144.30 -2.9%
60 IWF ISHARES RUSSELL 692.0 $86K 0.04% +539.0 +352.3% $124.18 -2.4%
Page 3 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%