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Portfolio (Quarterly) Guide ↗

MPWM ADVISORY SOLUTIONS, LLC

· CIK 0002056693
13F Portfolio $180M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 537 New
Page 16 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 QARP XTRACKERS RUSSELL 216.0 $13K 0.01% NEW $59.06 +11.0%
302 MTDR MATADOR RESOURCES Energy 300.0 $13K 0.01% NEW $42.44 +23.7%
303 DFAE DIMENSIONAL EMERGING 385.0 $13K 0.01% NEW $32.57 +23.9%
304 PNQI INVESCO NASDAQ 230.0 $12K 0.01% NEW $53.94 -10.3%
305 ACA ARCOSA INC Industrials 113.0 $12K 0.01% NEW $106.32 +19.2%
306 VRRM VERRA MOBILITY Technology 530.0 $12K 0.01% NEW $22.41 -82.8%
307 RSST RETURN STACKED 418.0 $12K 0.01% NEW $28.35 +18.2%
308 QTEC FIRST TRUST 50.0 $12K 0.01% NEW $230.22 +34.0%
309 COWZ PACER US 188.0 $11K 0.01% NEW $60.09 +6.7%
310 FSIG FIRST TRUST 572.0 $11K 0.01% NEW $19.19 -1.5%
311 CGXU CAPITAL GROUP 371.0 $11K 0.01% NEW $29.55 +16.4%
312 FLSP FRANKLIN FTSE 407.0 $11K 0.01% NEW $26.91 +1.5%
313 TGT TARGET CORP Consumer Defensive 112.0 $11K 0.01% NEW $97.75 +31.3%
314 LGOV FIRST TRUST 500.0 $11K 0.01% NEW $21.83 -2.1%
315 LNT ALLIANT ENERGY Utilities 164.0 $11K 0.01% NEW $65.01 +13.4%
316 PSX PHILLIPS 66 Energy 83.0 $11K 0.01% NEW $128.37 +36.0%
317 DDIV FIRST TRUST 253.0 $11K 0.01% NEW $41.54 +7.5%
318 IYW ISHARES TECHNOLOGY 52.0 $10K 0.01% NEW $199.67 +23.4%
319 T AT&T INC Communication Services 415.0 $10K 0.01% NEW $24.84 +0.2%
320 PPG PPG INDUSTRIES Basic Materials 100.0 $10K 0.01% NEW $102.46 +10.2%
Page 16 of 27  ·  537 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 72.8%
Technology 12.0%
Communication Services 5.0%
Consumer Cyclical 3.6%
Healthcare 3.4%
Industrials 1.2%
Consumer Defensive 1.1%
Utilities 0.4%
Energy 0.4%
Basic Materials 0.1%