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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  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TDIV FIRST TRUST 1,000.0 $115K 0.05% -1K -55.0% $114.88 -0.7%
42 SLV ISHARES SILVER Financial Services 2,125.0 $114K 0.05% -975.0 -31.4% $53.47 +8.3%
43 IEFA ISHARES CORE 1,127.0 $109K 0.05% -36.0 -3.1% $96.56 +2.9%
44 INTC INTEL CORP Technology 747.0 $104K 0.05% -938.0 -55.7% $139.63 -36.3%
45 FNX FIRST TRUST 676.0 $99K 0.04% -914.0 -57.5% $146.35 -2.8%
46 FNDE SCHWAB FUNDAMENTAL 2,455.0 $97K 0.04% -5K -66.5% $39.68 +6.9%
47 CVX CHEVRON CORP Energy 554.0 $92K 0.04% -113.0 -16.9% $165.89 +27.2%
48 DLY DOUBLELINE YIELD Financial Services 6,494.0 $91K 0.04% -702.0 -9.8% $14.07 -2.1%
49 GDX VANECK GOLD 1,163.0 $88K 0.04% -700.0 -37.6% $75.44 +25.5%
50 XLG INVESCO S&P 1,305.0 $80K 0.04% -307.0 -19.0% $61.22 +1.5%
51 CRWV COREWEAVE INC Technology 640.0 $64K 0.03% -340.0 -34.7% $99.54 -17.8%
52 FEM FIRST TRUST 1,978.0 $63K 0.03% -3K -63.1% $31.99 +3.7%
53 AVGO BROADCOM INC Technology 154.0 $58K 0.03% -100.0 -39.4% $376.60 -1.8%
54 VEU VANGUARD FTSE 689.0 $58K 0.03% -420.0 -37.9% $83.75 +1.1%
55 GOF GUGGENHEIM STRATEGIC Financial Services 5,000.0 $55K 0.03% -2K -28.6% $10.92 -14.5%
56 BUFR FIRST TRUST 1,400.0 $51K 0.02% -600.0 -30.0% $36.53 +2.1%
57 HIPS GRANITESHARES HIPS 3,960.0 $46K 0.02% -2K -28.7% $11.54 +1.5%
58 HASI HA SUSTAINABLE Financial Services 1,135.0 $44K 0.02% -565.0 -33.2% $39.05 +1.2%
59 ISRG INTUITIVE SURGICAL Healthcare 110.0 $44K 0.02% -1.0 -0.9% $397.68 -7.1%
60 AIQ GLOBAL X 602.0 $39K 0.02% -200.0 -24.9% $65.60 -3.9%
Page 3 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%