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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 24 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BITB BITWISE BITCOIN Financial Services 91.0 $3K 0.00% $31.86 +31.3%
462 VDE VANGUARD ENERGY 19.0 $3K 0.00% $150.11 +22.2%
463 AVDV AVANTIS INTL 27.0 $3K 0.00% $104.52 +7.0%
464 DFIS DIMENSIONAL INTL 80.0 $3K 0.00% $35.02 +5.9%
465 DXUV DIMENSIONAL US 42.0 $3K 0.00% $66.50 +4.5%
466 FIW FIRST TRUST 25.0 $3K 0.00% $109.52 -1.2%
467 FBT FIRST TRUST 11.0 $3K 0.00% $247.91 +9.4%
468 PLD PROLOGIS INC Real Estate 20.0 $3K 0.00% $135.45 +1.0%
469 HLMN HILLMAN SOLUTIONS Industrials 320.0 $3K 0.00% $8.44 -9.3%
470 WDFC WD 40 Basic Materials 11.0 $3K 0.00% $243.64 -12.0%
471 FAAR FIRST TRUST 84.0 $3K 0.00% -30.0 -26.3% $31.62 -1.2%
472 CME CME GROUP Financial Services 12.0 $3K 0.00% $220.83 +25.1%
473 ALL ALLSTATE CORP Financial Services 11.0 $3K 0.00% $237.91 +9.5%
474 VALE VALE S A Basic Materials 173.0 $3K 0.00% $15.04 +3.9%
475 GEHC GE HEALTHCARE Healthcare 40.0 $3K 0.00% +8.0 +25.0% $64.03 +11.1%
476 HOOD ROBINHOOD MARKETS Financial Services 25.0 $3K 0.00% $100.28 +5.2%
477 IEP ICAHN ENTERPRISES Industrials 338.0 $2K 0.00% -4K -92.6% $7.21 -6.0%
478 COF CAPITAL ONE Financial Services 12.0 $2K 0.00% $200.58 +8.0%
479 FTXO FIRST TRUST 58.0 $2K 0.00% $41.33 +1.5%
480 BWA BORG WARNER Consumer Cyclical 36.0 $2K 0.00% $66.39 -2.5%
Page 24 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%