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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 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IDMO INVESCO S&P 44,519.0 $2.7M 1.23% +5K +12.8% $60.29 +3.1%
22 TFLO ISHARES TREASURY 43,251.0 $2.2M 1.00% +4K +9.2% $50.63 -0.2%
23 OUNZ VANECK MERK Financial Services 50,206.0 $1.9M 0.89% +22K +76.4% $38.59 +9.0%
24 GTO INVESCO TOTAL 40,546.0 $1.9M 0.87% +5K +15.0% $46.87 -2.1%
25 AMZN AMAZON COM Consumer Cyclical 7,545.0 $1.8M 0.82% +1K +23.1% $238.34 +7.1%
26 TOTL STATE STREET 43,404.0 $1.7M 0.78% +9K +24.8% $39.47 -2.6%
27 MINT PIMCO EHNANCED 16,760.0 $1.7M 0.77% -705.0 -4.0% $100.81 -0.3%
28 MGC VANGUARD MEGA 5,805.0 $1.6M 0.73% $273.62 +2.6%
29 EMB ISHARES JPMORGAN 15,899.0 $1.5M 0.70% +1K +8.4% $96.44 -2.4%
30 GOOG ALPHABET INC 3,607.0 $1.3M 0.58% -75.0 -2.0% $353.28
31 CII BLACKROCK ENHANCED Financial Services 45,312.0 $1.2M 0.54% +10K +29.1% $26.15 -6.1%
32 VO VANGUARD MID 14,047.0 $1.1M 0.52% +10K +264.8% $80.57 +1.3%
33 PULS PGIM ULTRA 22,642.0 $1.1M 0.51% -4K -13.6% $49.55 -0.0%
34 DFIV DIMENSIONAL INTL 20,668.0 $1.1M 0.51% $54.02 +7.8%
35 SCHO SCHWAB SHORT 45,160.0 $1.1M 0.50% -305.0 -0.7% $24.14 -0.6%
36 MUA BLACKROCK MUNIASSETS Financial Services 97,054.0 $1.1M 0.49% -5K -4.9% $11.01 -10.0%
37 VTI VANGUARD TOTAL 2,860.0 $1.1M 0.48% $369.99 +1.9%
38 XLK STATE STREET 5,541.0 $1.1M 0.48% +2K +63.0% $190.52 -3.9%
39 FLXR TCW FLEXIBLE 26,185.0 $1.0M 0.47% +2K +9.9% $39.21 -1.5%
40 GOOGL ALPHABET INC Communication Services 2,833.0 $1.0M 0.46% +79.0 +2.9% $357.31 -5.7%
Page 2 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%