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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 2 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MINT PIMCO EHNANCED 17,469.0 $1.8M 0.98% NEW $100.34 +0.4%
22 IJH ISHARES CORE 25,905.0 $1.7M 0.95% NEW $66.00 +12.7%
23 AMZN AMAZON COM Consumer Cyclical 6,079.0 $1.4M 0.78% NEW $230.82 +17.8%
24 MGC VANGUARD MEGA 5,411.0 $1.4M 0.76% NEW $251.16 +9.9%
25 SCHO SCHWAB SHORT 51,599.0 $1.3M 0.70% NEW $24.37 -0.8%
26 PULS PGIM ULTRA 24,538.0 $1.2M 0.68% NEW $49.59 +0.2%
27 VTI VANGUARD TOTAL 3,611.0 $1.2M 0.67% NEW $335.23 +10.2%
28 GOOG ALPHABET INC Communication Services 3,672.0 $1.2M 0.64% NEW $313.84 +22.6%
29 MUA BLACKROCK MUNIASSETS Financial Services 101,647.0 $1.1M 0.61% NEW $10.71 -0.3%
30 OUNZ VANECK MERK Financial Services 25,649.0 $1.1M 0.59% NEW $41.48 +3.1%
31 VO VANGUARD MID 3,568.0 $1.0M 0.58% NEW $290.22 -73.0%
32 DFIV DIMENSIONAL INTL 19,615.0 $979K 0.55% NEW $49.90 +11.9%
33 SFLR INNOVATOR EQUITY 26,249.0 $968K 0.54% NEW $36.86 +4.7%
34 UCON FIRST TRUST 34,900.0 $878K 0.49% NEW $25.17 -1.2%
35 AMLP ALERIAN MLP 18,167.0 $854K 0.48% NEW $47.02 +12.1%
36 PFXF VANECK PFD 47,287.0 $835K 0.47% NEW $17.66 +5.3%
37 FTA FIRST TRUST 9,509.0 $819K 0.46% NEW $86.15 +10.4%
38 FTC FIRST TRUST 5,112.0 $817K 0.46% NEW $159.88 +14.4%
39 GOOGL ALPHABET INC Communication Services 2,593.0 $812K 0.45% NEW $313.00 +24.2%
40 MSFT MICROSOFT CORP Technology 1,636.0 $791K 0.44% NEW $483.63 -14.7%
Page 2 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%