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Portfolio (Quarterly) Guide ↗

MPWM ADVISORY SOLUTIONS, LLC

· CIK 0002056693
13F Portfolio $189M AUM 577 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 69 New 117 Added 82 Reduced
Page 15 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AMD ADVANCED MICRO Technology 90.0 $18K 0.01% -43.0 -32.3% $203.43 +124.7%
282 XONE BONDBLOXX 1 YEAR 367.0 $18K 0.01% $49.52 -0.7%
283 CSCO CISCO SYSTEMS Technology 234.0 $18K 0.01% $77.59 +41.1%
284 CI CIGNA GROUP Healthcare 68.0 $18K 0.01% $266.75 +6.0%
285 BALL BALL CORP Consumer Cyclical 297.0 $18K 0.01% NEW $59.11 +7.1%
286 MCD MCDONALDS CORP Consumer Cyclical 55.0 $17K 0.01% $310.78 -16.0%
287 HYD VANECK HIGH 335.0 $17K 0.01% -100.0 -23.0% $50.14 -1.2%
288 FCX FREEPORT MCMORAN Basic Materials 284.0 $17K 0.01% -100.0 -26.0% $58.78 +25.8%
289 SPTI STATE STREET 578.0 $17K 0.01% $28.63 -2.7%
290 CGBL CAPITAL GROUP 474.0 $16K 0.01% -60.0 -11.2% $34.41 +10.3%
291 HLF HERBALIFE LTD Consumer Defensive 1,100.0 $16K 0.01% $14.72 -17.4%
292 IJK ISHARES S&P 160.0 $16K 0.01% $100.62 +11.5%
293 BBUS JPMORGAN BETABUILDERS 137.0 $16K 0.01% $117.16 +17.8%
294 CMG CHIPOTLE MEXICAN Consumer Cyclical 500.0 $16K 0.01% +270.0 +117.4% $32.01 +20.3%
295 FDL FIRST TRUST 314.0 $16K 0.01% -10.0 -3.1% $50.80 +4.9%
296 SDY STATE STREET 108.0 $16K 0.01% +1.0 +0.9% $145.67 +7.2%
297 SPYM STATE STREET 200.0 $15K 0.01% $76.54 +17.7%
298 PSX PHILLIPS 66 Energy 83.0 $15K 0.01% $182.69 +40.2%
299 GD GENERAL DYNAMICS Industrials 44.0 $15K 0.01% $343.23 +6.1%
300 PSCD INVESCO S&P 146.0 $15K 0.01% $102.75 +12.7%
Page 15 of 29  ·  577 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 75.4%
Technology 11.6%
Communication Services 3.2%
Healthcare 3.1%
Consumer Cyclical 3.1%
Industrials 1.4%
Utilities 0.9%
Consumer Defensive 0.6%
Energy 0.5%
Basic Materials 0.2%