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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 3 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMLP ALERIAN MLP 19,311.0 $1.0M 0.46% $51.85 +7.5%
42 FTC FIRST TRUST 5,165.0 $1.0M 0.46% +62.0 +1.2% $193.77 -10.3%
43 FTA FIRST TRUST 9,692.0 $938K 0.43% +118.0 +1.2% $96.80 +6.7%
44 VOO VANGUARD S&P 1,275.0 $875K 0.40% $686.60 +2.5%
45 PFXF VANECK PFD 48,773.0 $870K 0.40% +1K +2.5% $17.84 -1.0%
46 VB VANGUARD SMALL 2,670.0 $809K 0.37% -87.0 -3.2% $303.12 -1.8%
47 AGG ISHARES CORE 7,981.0 $790K 0.36% $98.98 -2.2%
48 WST WEST PHARMACEUTICAL Healthcare 2,076.0 $745K 0.34% $359.00 -4.4%
49 V VISA INC Financial Services 2,147.0 $737K 0.34% $343.06 +10.6%
50 DFAC DIMENSIONAL US 16,072.0 $713K 0.33% -99.0 -0.6% $44.36 +2.4%
51 MGK VANGUARD MEGA 8,030.0 $706K 0.32% +6K +400.0% $87.91 +1.5%
52 FDT FIRST TRUST 7,235.0 $685K 0.31% $94.68 +0.8%
53 MSFT MICROSOFT CORP Technology 17,880.0 $667K 0.30% +16K +972.6% $37.30 +1236.2%
54 PAAA PGIM AAA 12,337.0 $633K 0.29% +2K +15.9% $51.27 +0.1%
55 FEZ STATE STREET 8,901.0 $611K 0.28% $68.68 +2.1%
56 GLD SPDR GOLD Financial Services 1,597.0 $588K 0.27% -186.0 -10.4% $368.38 +9.0%
57 DFUV DIMENSIONAL US 10,474.0 $576K 0.26% $55.01 +4.4%
58 MU MICRON TECHNOLOGY Technology 493.0 $569K 0.26% -6.0 -1.2% $1155.11 -18.9%
59 META META PLATFORMS Communication Services 1,008.0 $568K 0.26% +9.0 +0.9% $563.55 +5.7%
60 DFAS DIMENSIONAL US 6,824.0 $562K 0.26% $82.34 -0.9%
Page 3 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%