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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  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STREET Financial Services 48,890.0 $36.5M 16.72% -761.0 -1.5% $746.78 +2.0%
2 QQQ INVESCO QQQ Financial Services 14,779.0 $10.9M 4.98% -302.0 -2.0% $736.40 -3.9%
3 DFUS DIMENSIONAL US 55,190.0 $4.5M 2.07% -434.0 -0.8% $81.94 +1.3%
4 SPYG STATE STREET 36,426.0 $4.3M 1.99% -2K -5.0% $118.99 +0.6%
5 SPMO INVESCO S&P 25,731.0 $4.2M 1.90% -6K -17.8% $161.54 -9.9%
6 SDVY FIRST TRUST 87,714.0 $3.8M 1.73% -674.0 -0.8% $43.14 -0.9%
7 CDL VICTORYSHARES US 48,395.0 $3.8M 1.72% -1K -2.9% $77.57 +2.8%
8 MINT PIMCO EHNANCED 16,760.0 $1.7M 0.77% -705.0 -4.0% $100.81 -0.3%
9 GOOG ALPHABET INC 3,607.0 $1.3M 0.58% -75.0 -2.0% $353.28
10 PULS PGIM ULTRA 22,642.0 $1.1M 0.51% -4K -13.6% $49.55 -0.0%
11 SCHO SCHWAB SHORT 45,160.0 $1.1M 0.50% -305.0 -0.7% $24.14 -0.6%
12 MUA BLACKROCK MUNIASSETS Financial Services 97,054.0 $1.1M 0.49% -5K -4.9% $11.01 -10.5%
13 VB VANGUARD SMALL 2,670.0 $809K 0.37% -87.0 -3.2% $303.12 -2.4%
14 DFAC DIMENSIONAL US 16,072.0 $713K 0.33% -99.0 -0.6% $44.36 +1.6%
15 GLD SPDR GOLD Financial Services 1,597.0 $588K 0.27% -186.0 -10.4% $368.38 +7.7%
16 MU MICRON TECHNOLOGY Technology 493.0 $569K 0.26% -6.0 -1.2% $1155.11 -19.2%
17 SGOV ISHARES 0-3 5,055.0 $509K 0.23% -531.0 -9.5% $100.67 -0.3%
18 MRVL MARVELL TECHNOLOGY Technology 1,656.0 $493K 0.23% -1K -42.4% $297.94 -29.4%
19 JPMORGAN 9,579.0 $484K 0.22% -77.0 -0.8% $50.57
20 BST BLACKROCK SCIENCE Financial Services 8,736.0 $443K 0.20% -368.0 -4.0% $50.71 -0.7%
Page 1 of 5  ·  89 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%