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Portfolio (Quarterly) Guide ↗

MPWM ADVISORY SOLUTIONS, LLC

· CIK 0002056693
13F Portfolio $189M AUM 577 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 117 Added 82 Reduced 29 Exited
Page 1 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STREET Financial Services 49,651.0 $32.3M 17.11% +716.0 +1.5% $650.34 +15.3%
2 SPTM STATE STREET 208,592.0 $16.5M 8.74% +5K +2.3% $79.06 +15.0%
3 SPTL STATE STREET 347,157.0 $9.1M 4.84% +107K +44.3% $26.30 -1.4%
4 QQQ INVESCO QQQ Financial Services 15,081.0 $8.7M 4.61% +2K +13.9% $577.18 +26.0%
5 IWM ISHARES RUSSELL 23,492.0 $5.8M 3.09% +276.0 +1.2% $248.00 +17.3%
6 CLOI VANECK CLO 99,257.0 $5.2M 2.77% +7K +8.0% $52.70 +0.5%
7 SDVY FIRST TRUST 88,388.0 $3.5M 1.85% +9K +10.9% $39.43 +6.5%
8 GRNY FUNDSTRAT GRANNY 124,587.0 $3.0M 1.58% +124K +10000.0% $23.87 +14.1%
9 NVDA NVIDIA CORP Technology 13,999.0 $2.4M 1.29% +973.0 +7.5% $174.40 +20.1%
10 AAPL APPLE INC Technology 9,484.0 $2.4M 1.27% +55.0 +0.6% $253.80 +23.1%
11 MGC VANGUARD MEGA 5,834.0 $1.4M 0.73% +423.0 +7.8% $236.34 +16.8%
12 EMB ISHARES JPMORGAN 14,667.0 $1.4M 0.73% +11K +256.9% $93.93 +2.0%
13 PULS PGIM ULTRA 26,211.0 $1.3M 0.69% +2K +6.8% $49.50 +0.4%
14 OUNZ VANECK MERK Financial Services 28,456.0 $1.3M 0.68% +3K +10.9% $45.05 -5.4%
15 AMZN AMAZON COM Consumer Cyclical 6,129.0 $1.3M 0.68% +50.0 +0.8% $208.27 +30.1%
16 VO VANGUARD MID 3,851.0 $1.1M 0.59% +283.0 +7.9% $287.18 -72.6%
17 DFIV DIMENSIONAL INTL 20,582.0 $1.1M 0.58% +967.0 +4.9% $52.78 +5.9%
18 AMLP ALERIAN MLP 19,322.0 $1.0M 0.54% +1K +6.4% $52.64 +0.8%
19 FTA FIRST TRUST 9,574.0 $884K 0.47% +65.0 +0.7% $92.35 +3.2%
20 PFXF VANECK PFD 47,577.0 $835K 0.44% +290.0 +0.6% $17.54 +5.9%
Page 1 of 6  ·  117 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 74.1%
Technology 11.4%
Communication Services 4.8%
Consumer Cyclical 3.1%
Healthcare 3.0%
Industrials 1.3%
Utilities 0.9%
Consumer Defensive 0.6%
Energy 0.4%
Basic Materials 0.1%