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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 8 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ICSH ISHARES ULTRA 2,289.0 $116K 0.05% +92.0 +4.2% $50.58 -0.3%
142 NLR VANECK URANIUM 993.0 $115K 0.05% +565.0 +132.0% $115.98 +2.8%
143 TDIV FIRST TRUST 1,000.0 $115K 0.05% -1K -55.0% $114.88 +0.8%
144 SLV ISHARES SILVER Financial Services 2,125.0 $114K 0.05% -975.0 -31.4% $53.47 +13.2%
145 SPIB STATE STREET 3,345.0 $112K 0.05% $33.46 -1.6%
146 CDNS CADENCE DESIGN Technology 290.0 $109K 0.05% $375.32 -18.8%
147 IEFA ISHARES CORE 1,127.0 $109K 0.05% -36.0 -3.1% $96.56 +4.5%
148 INTC INTEL CORP Technology 747.0 $104K 0.05% -938.0 -55.7% $139.63 -34.3%
149 QCOM QUALCOMM INC Technology 561.0 $104K 0.05% +200.0 +55.4% $184.86 -8.8%
150 FNX FIRST TRUST 676.0 $99K 0.04% -914.0 -57.5% $146.35 -1.1%
151 UITB VICTORYSHARES CORE 2,083.0 $98K 0.04% $46.84 -1.8%
152 FNDE SCHWAB FUNDAMENTAL 2,455.0 $97K 0.04% -5K -66.5% $39.68 +7.9%
153 NSC NORFOLK SOUTHERN Industrials 307.0 $97K 0.04% $314.59 +4.2%
154 DFSD DIMENSIONAL SHORT 1,973.0 $94K 0.04% $47.75 -1.1%
155 DGRO ISHARES CORE 1,242.0 $94K 0.04% $75.82 +5.0%
156 CVX CHEVRON CORP Energy 554.0 $92K 0.04% -113.0 -16.9% $165.89 +27.4%
157 DLY DOUBLELINE YIELD Financial Services 6,494.0 $91K 0.04% -702.0 -9.8% $14.07 -1.6%
158 FTSL FIRST TRUST 2,006.0 $90K 0.04% $44.75 +0.3%
159 FPE FIRST TRUST 4,916.0 $88K 0.04% $17.88 -1.3%
160 GDX VANECK GOLD 1,163.0 $88K 0.04% -700.0 -37.6% $75.44 +34.5%
Page 8 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%