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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 6 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VZ VERIZON COMMUNICATIONS Communication Services 5,262.0 $223K 0.10% $42.34 +19.6%
102 IFRA ISHARES TRUST 3,465.0 $218K 0.10% $63.03 -7.2%
103 XMHQ INVESCO S&P 1,904.0 $215K 0.10% -50.0 -2.6% $112.88 +3.3%
104 FVD FIRST TRUST 4,161.0 $200K 0.09% -5K -53.3% $48.18 +4.2%
105 FTCS FIRST TRUST 2,131.0 $200K 0.09% -2K -48.5% $93.92 +6.4%
106 IBM INTL BUSINESS Technology 710.0 $200K 0.09% $281.14 -17.5%
107 JAAA JANUS HENDERSON 3,934.0 $199K 0.09% NEW $50.49 +0.1%
108 FNY FIRST TRUST 1,747.0 $194K 0.09% +782.0 +81.0% $110.85 -8.7%
109 NCLH NORWEGIAN CRUISE Consumer Cyclical 9,150.0 $193K 0.09% +2K +22.8% $21.11 -26.6%
110 XLV STATE STREET 1,199.0 $190K 0.09% -442.0 -26.9% $158.66 +8.8%
111 QGRO AMERICAN CENTURY 1,538.0 $182K 0.08% -4K -72.1% $118.01 -1.0%
112 FLMI FRANKLIN DYNAMIC 7,126.0 $179K 0.08% -1K -13.9% $25.17 -3.6%
113 SPACE EXPLORATION 1,023.0 $175K 0.08% NEW $170.86
114 VKTX VIKING THERAPEUTICS Healthcare 4,475.0 $175K 0.08% $39.01 -15.2%
115 BMNR BITMINE IMMERSION Financial Services 13,082.0 $174K 0.08% +840.0 +6.9% $13.31 +73.3%
116 PPA INVESCO AEROSPACE 967.0 $171K 0.08% -186.0 -16.1% $176.63 -7.3%
117 DRUP GRANITESHARES NASDAQ 2,715.0 $169K 0.08% -625.0 -18.7% $62.12 +11.1%
118 PFE PFIZER INC Healthcare 6,824.0 $164K 0.07% +286.0 +4.4% $24.08 +20.0%
119 BUI BLACKROCK UTILITIES Financial Services 5,663.0 $164K 0.07% +3K +94.7% $29.01 -8.8%
120 SPDW STATE STREET 3,192.0 $161K 0.07% $50.39 +2.0%
Page 6 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%