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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PWR QUANTA SERVICES Industrials 2.0 $1K 0.00% NEW $549.00 +33.6%
62 EDIV STATE STREET 26.0 $1K 0.00% NEW $39.46 +5.1%
63 AVUV AVANTIS U S 9.0 $994.0 0.00% NEW $110.44 +9.6%
64 RSPU INVESCO S&P 11.0 $892.0 NEW $81.09 -1.1%
65 DASH DOORDASH INC Communication Services 4.0 $601.0 NEW $150.25 +4.9%
66 IDEV ISHARES CORE 7.0 $585.0 NEW $83.57 +8.0%
67 OCCIDENTAL PETE 11.0 $472.0 NEW $42.91
68 VMBS VANGUARD MORTGAGE 6.0 $284.0 NEW $47.33 -1.3%
69 BLACKROCK UTILS 2,908.0 $23.0 NEW $0.01
Page 4 of 4  ·  69 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%