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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 16 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SDY STATE STREET 109.0 $17K 0.01% +1.0 +0.9% $151.48 +2.9%
302 ZION ZIONS BANCORPORATION Financial Services 238.0 $16K 0.01% +2.0 +0.8% $69.17 +0.3%
303 SPTI STATE STREET 578.0 $16K 0.01% $28.37 -1.6%
304 DGRW WISDOMTREE US 170.0 $16K 0.01% $95.62 +4.3%
305 AFMC FIRST TRUST 395.0 $16K 0.01% NEW $40.98 +0.4%
306 VIOO VANGUARD S&P 115.0 $16K 0.01% $137.54 -2.0%
307 GD GENERAL DYNAMICS Industrials 44.0 $16K 0.01% $354.23 +1.5%
308 MTB M&T BANK Financial Services 65.0 $16K 0.01% $239.31 +0.2%
309 DFAE DIMENSIONAL EMERGING 385.0 $15K 0.01% $40.21 +0.9%
310 XLE STATE STREET 291.0 $15K 0.01% +250.0 +609.8% $53.11 +20.6%
311 MA MASTERCARD INC Financial Services 30.0 $15K 0.01% $513.60 +12.8%
312 FDL FIRST TRUST 314.0 $15K 0.01% $48.66 +8.8%
313 DTCR GLOBAL X 500.0 $15K 0.01% NEW $30.37 -7.2%
314 MCD MCDONALDS CORP Consumer Cyclical 55.0 $15K 0.01% $272.05 -6.0%
315 SKYY FIRST TRUST 111.0 $15K 0.01% $134.56 +20.1%
316 COWZ PACER US 240.0 $15K 0.01% $62.18 +14.7%
317 UBER UBER TECHNOLOGIES Technology 202.0 $15K 0.01% +200.0 +10000.0% $72.16 +5.0%
318 HLF HERBALIFE LTD Consumer Defensive 1,100.0 $14K 0.01% $13.15 -5.9%
319 EL ESTEE LAUDER Consumer Defensive 181.0 $14K 0.01% +1.0 +0.6% $78.79 +31.8%
320 PSX PHILLIPS 66 Energy 84.0 $14K 0.01% +1.0 +1.2% $168.70 +51.2%
Page 16 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%