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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 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 APH AMPHENOL CORP Technology 1,772.0 $312K 0.14% NEW $176.32 -7.5%
2 JAAA JANUS HENDERSON 3,934.0 $199K 0.09% NEW $50.49 +0.1%
3 SPACE EXPLORATION 1,023.0 $175K 0.08% NEW $170.86
4 DIVO AMPLIFY CWP 3,350.0 $153K 0.07% NEW $45.70 +5.3%
5 PGIM SHORT 2,287.0 $116K 0.05% NEW $50.90
6 RF REGIONS FINANCIAL Financial Services 2,742.0 $83K 0.04% NEW $30.20 -3.0%
7 KMB KIMBERLY CLARK Consumer Defensive 731.0 $80K 0.04% NEW $109.77 -2.5%
8 LH LABCORP HOLDINGS Healthcare 213.0 $60K 0.03% NEW $280.00 +17.0%
9 IDVO AMPLIFY CWP 1,350.0 $57K 0.03% NEW $42.00 +1.0%
10 UTF COHEN & STEERS Financial Services 1,900.0 $52K 0.02% NEW $27.59 -2.3%
11 CHAT ROUNDHILL GENERATIVE 500.0 $49K 0.02% NEW $98.68 -13.6%
12 PCN PIMCO CORPORATE Financial Services 3,500.0 $42K 0.02% NEW $11.95 -2.0%
13 DE DEERE & CO Industrials 44.0 $28K 0.01% NEW $634.34 +6.6%
14 IGV ISHARES EXPANDED 272.0 $25K 0.01% NEW $90.60 +17.2%
15 BWXT BWX TECHNOLOGIES Industrials 122.0 $24K 0.01% NEW $194.65 -17.0%
16 EBAY EBAY INC Consumer Cyclical 200.0 $22K 0.01% NEW $111.75 -6.1%
17 PDI PIMCO DYNAMIC Financial Services 1,250.0 $21K 0.01% NEW $16.70 -9.3%
18 AFMC FIRST TRUST 395.0 $16K 0.01% NEW $40.98 -1.1%
19 DTCR GLOBAL X 500.0 $15K 0.01% NEW $30.37 -9.5%
20 ALB ALBEMARLE CORP Basic Materials 101.0 $14K 0.01% NEW $135.03 +0.4%
Page 1 of 2  ·  34 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%