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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 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SFLR INNOVATOR EQUITY 10,320.0 $398K 0.18% -269.0 -2.5% $38.58 +0.4%
22 RSP INVESCO S&P 1,678.0 $357K 0.16% -418.0 -19.9% $212.77 +2.5%
23 VV VANGUARD LARGE 923.0 $317K 0.14% -15.0 -1.6% $343.91 +2.2%
24 VEA VANGUARD FTSE 4,106.0 $293K 0.13% -161.0 -3.8% $71.24 +1.6%
25 LMBS FIRST TRUST 5,766.0 $287K 0.13% -72.0 -1.2% $49.78 -0.8%
26 CGGR CAPITAL GROUP 5,874.0 $277K 0.13% -3K -34.8% $47.20 -1.4%
27 WU WESTERN UNION Financial Services 30,736.0 $237K 0.11% -2K -5.6% $7.70 -6.9%
28 VHT VANGUARD HEALTH 754.0 $225K 0.10% -78.0 -9.4% $298.96 +9.4%
29 XMHQ INVESCO S&P 1,904.0 $215K 0.10% -50.0 -2.6% $112.88 +3.2%
30 FVD FIRST TRUST 4,161.0 $200K 0.09% -5K -53.3% $48.18 +3.9%
31 FTCS FIRST TRUST 2,131.0 $200K 0.09% -2K -48.5% $93.92 +6.4%
32 XLV STATE STREET 1,199.0 $190K 0.09% -442.0 -26.9% $158.66 +9.9%
33 QGRO AMERICAN CENTURY 1,538.0 $182K 0.08% -4K -72.1% $118.01 -0.6%
34 FLMI FRANKLIN DYNAMIC 7,126.0 $179K 0.08% -1K -13.9% $25.17 -3.7%
35 PPA INVESCO AEROSPACE 967.0 $171K 0.08% -186.0 -16.1% $176.63 -6.8%
36 DRUP GRANITESHARES NASDAQ 2,715.0 $169K 0.08% -625.0 -18.7% $62.12 +12.3%
37 CAT CATERPILLAR INC Industrials 148.0 $158K 0.07% -3.0 -2.0% $1066.32 -26.9%
38 NDMO NUVEEN DYNAMIC Financial Services 14,160.0 $147K 0.07% -1K -6.7% $10.41 -5.6%
39 FDN FIRST TRUST 505.0 $134K 0.06% -234.0 -31.7% $264.72 +8.4%
40 LRCX LAM RESEARCH Technology 275.0 $119K 0.06% -75.0 -21.4% $433.33 -33.3%
Page 2 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%