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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 10 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PEP PEPSICO INC Consumer Defensive 477.0 $65K 0.03% +100.0 +26.5% $135.40 +3.4%
182 CRWV COREWEAVE INC Technology 640.0 $64K 0.03% -340.0 -34.7% $99.54 -15.0%
183 WRB BERKLEY W R Financial Services 900.0 $63K 0.03% $70.53 -1.5%
184 FEM FIRST TRUST 1,978.0 $63K 0.03% -3K -63.1% $31.99 +4.4%
185 KO COCA COLA COMPANY Consumer Defensive 765.0 $62K 0.03% $81.29 +9.3%
186 XLF STATE STREET 1,153.0 $62K 0.03% +45.0 +4.1% $53.61 +9.2%
187 IUSB ISHARES CORE 1,334.0 $62K 0.03% $46.15 -2.0%
188 VYMI VANGUARD INTL 616.0 $60K 0.03% +5.0 +0.8% $98.18 +9.1%
189 LH LABCORP HOLDINGS Healthcare 213.0 $60K 0.03% NEW $280.00 +18.4%
190 AVGO BROADCOM INC Technology 154.0 $58K 0.03% -100.0 -39.4% $376.60 -5.2%
191 VEU VANGUARD FTSE 689.0 $58K 0.03% -420.0 -37.9% $83.75 +2.6%
192 IDVO AMPLIFY CWP 1,350.0 $57K 0.03% NEW $42.00 +2.4%
193 LMT LOCKHEED MARTIN Industrials 111.0 $57K 0.03% $509.46 +4.6%
194 GOF GUGGENHEIM STRATEGIC Financial Services 5,000.0 $55K 0.03% -2K -28.6% $10.92 -13.5%
195 COST COSTCO WHOLESALE Consumer Defensive 58.0 $54K 0.03% $934.95 -1.0%
196 FSCS FIRST TRUST 1,467.0 $54K 0.03% +108.0 +8.0% $36.80 +1.9%
197 BBDC BARINGS BDC Financial Services 6,301.0 $54K 0.03% +2K +48.6% $8.52 +5.5%
198 IGSB ISHARES 1-5 1,016.0 $53K 0.02% $52.41 -1.1%
199 UTF COHEN & STEERS Financial Services 1,900.0 $52K 0.02% NEW $27.59 -2.6%
200 RTX RTX CORP Industrials 276.0 $52K 0.02% $189.50 +6.7%
Page 10 of 29  ·  571 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%