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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 7 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UTES VIRTUS REAVES 1,960.0 $160K 0.07% $81.72 -9.2%
122 CAT CATERPILLAR INC Industrials 148.0 $158K 0.07% -3.0 -2.0% $1066.32 -26.4%
123 TMUS T-MOBILE US Communication Services 915.0 $153K 0.07% $167.73 +11.5%
124 DIVO AMPLIFY CWP 3,350.0 $153K 0.07% NEW $45.70 +5.5%
125 IVW ISHARES S&P 1,092.0 $150K 0.07% $137.53 +1.0%
126 NDMO NUVEEN DYNAMIC Financial Services 14,160.0 $147K 0.07% -1K -6.7% $10.41 -6.6%
127 TFC TRUIST FINANCIAL Financial Services 2,944.0 $147K 0.07% +3K +1902.7% $49.82 +1.8%
128 IVV ISHARES CORE 192.0 $144K 0.07% $749.78 +2.5%
129 BUFF INNOVATOR ETFS 2,700.0 $142K 0.07% $52.68 +1.9%
130 PAB PGIM ACTIVE 3,346.0 $141K 0.07% +1K +79.9% $42.14 -2.0%
131 FHN FIRST HORIZON Financial Services 5,471.0 $140K 0.06% +41.0 +0.8% $25.64 -4.5%
132 CRM SALESFORCE INC Technology 877.0 $137K 0.06% +515.0 +142.3% $156.57 +62.4%
133 FDN FIRST TRUST 505.0 $134K 0.06% -234.0 -31.7% $264.72 +8.2%
134 TSM TAIWAN SEMICONDUCTOR Technology 269.0 $129K 0.06% +27.0 +11.2% $478.32 -13.8%
135 WMT WALMART INC Consumer Defensive 1,069.0 $121K 0.06% +93.0 +9.5% $113.31 -6.4%
136 ABBV ABBVIE INC Healthcare 478.0 $120K 0.06% +209.0 +77.7% $251.55 +3.0%
137 LRCX LAM RESEARCH Technology 275.0 $119K 0.06% -75.0 -21.4% $433.33 -33.5%
138 ZBRA ZEBRA TECHNOLOGIES Technology 450.0 $118K 0.05% $263.26 +31.8%
139 SPHB INVESCO S&P 748.0 $116K 0.05% $155.68 -7.7%
140 PGIM SHORT 2,287.0 $116K 0.05% NEW $50.90
Page 7 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%