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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 4 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & COMPANY Healthcare 3,993.0 $513K 0.23% +2K +123.7% $128.50 +17.2%
62 SGOV ISHARES 0-3 5,055.0 $509K 0.23% -531.0 -9.5% $100.67 -0.3%
63 MRVL MARVELL TECHNOLOGY Technology 1,656.0 $493K 0.23% -1K -42.4% $297.94 -30.7%
64 JPMORGAN 9,579.0 $484K 0.22% -77.0 -0.8% $50.57
65 BIL STATE STREET 5,165.0 $473K 0.22% +399.0 +8.4% $91.64 -0.3%
66 TBIL F/M U S 9,415.0 $469K 0.21% +902.0 +10.6% $49.86 +0.0%
67 RDVY FIRST TRUST 5,724.0 $464K 0.21% +208.0 +3.8% $81.06 +0.3%
68 IWB ISHARES RUSSELL 1,107.0 $453K 0.21% $409.64 +2.2%
69 TSLA TESLA INC Consumer Cyclical 1,065.0 $448K 0.20% +103.0 +10.7% $420.60 -15.7%
70 BST BLACKROCK SCIENCE Financial Services 8,736.0 $443K 0.20% -368.0 -4.0% $50.71 -0.6%
71 DFAX DIMENSIONAL WORLD 11,854.0 $437K 0.20% $36.84 +3.3%
72 SMH VANECK SEMICONDUCTOR 629.0 $413K 0.19% $656.30 -15.8%
73 NEE NEXTERA ENERGY Utilities 4,688.0 $411K 0.19% $87.77 -5.8%
74 SFLR INNOVATOR EQUITY 10,320.0 $398K 0.18% -269.0 -2.5% $38.58 +0.7%
75 BIV VANGUARD INTERMEDIATE 5,138.0 $394K 0.18% $76.70 -2.5%
76 LLY ELI LILLY Healthcare 320.0 $384K 0.18% +113.0 +54.6% $1198.60 -2.9%
77 DFIC DIMENSIONAL INTL 10,065.0 $375K 0.17% $37.26 +4.5%
78 FEP FIRST TRUST 6,273.0 $358K 0.16% $57.05 +4.4%
79 RSP INVESCO S&P 1,678.0 $357K 0.16% -418.0 -19.9% $212.77 +2.8%
80 JEPQ JPMORGAN 5,752.0 $353K 0.16% +3K +150.1% $61.46 -3.7%
Page 4 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%