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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	MBB	ISHARES MBS	—	30	$3K	0.00%	SOLD
22	ADBE	ADOBE INC	Technology	7	$2K	0.00%	SOLD
23	RHP	RYMAN HOSPITALITY	Real Estate	22	$2K	0.00%	SOLD
24	KRE	SPDR S&P	—	19	$1K	0.00%	SOLD
25	TTD	TRADE DESK	Technology	31	$1K	0.00%	SOLD
26	AIN	ALBANY INTL	Consumer Cyclical	22	$1K	0.00%	SOLD
27	SPBO	STATE STREET	—	35	$1K	0.00%	SOLD
28	SBUX	STARBUCKS CORP	Consumer Cyclical	11	$926.0	0.00%	SOLD
29	XLSR	STATE STREET	—	3	$188.0	—	SOLD

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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%