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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 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 CPB CAMPBELLS CO Consumer Defensive 7,235 $202K 0.11% SOLD
2 FNCL FIDELITY MSCI 2,241 $174K 0.10% SOLD
3 VFH VANGUARD FINANCIALS 1,140 $152K 0.09% SOLD
4 ZBH ZIMMER BIOMET Healthcare 661 $59K 0.03% SOLD
5 DKNG DRAFTKINGS INC Consumer Cyclical 1,700 $59K 0.03% SOLD
6 RWL INVESCO S&P 411 $47K 0.03% SOLD
7 GNTX GENTEX CORP Consumer Cyclical 1,500 $35K 0.02% SOLD
8 CALL CALL 1 NVIDIA CORP $25K 0.01% SOLD
9 HUN HUNTSMAN CORP Basic Materials 2,000 $20K 0.01% SOLD
10 ATEN A10 NETWORKS Technology 806 $14K 0.01% SOLD
11 GBTC GRAYSCALE BITCOIN Financial Services 200 $14K 0.01% SOLD
12 SFM SPROUTS FARMERS Consumer Defensive 165 $13K 0.01% SOLD
13 MTDR MATADOR RESOURCES Energy 300 $13K 0.01% SOLD
14 ACA ARCOSA INC Industrials 113 $12K 0.01% SOLD
15 VRRM VERRA MOBILITY Technology 530 $12K 0.01% SOLD
16 RWO SPDR DOW 195 $9K 0.01% SOLD
17 SNEX STONEX GROUP Financial Services 90 $9K 0.01% SOLD
18 RDNT RADNET INC Healthcare 95 $7K 0.00% SOLD
19 NUVEEN NEW JERSEY 493 $6K 0.00% SOLD
20 NEAR ISHARES SHORT 91 $5K 0.00% SOLD
Page 1 of 2  ·  29 positions
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%