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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 13 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DBL DOUBLELINE OPPORTUNISTIC Financial Services 2,000.0 $29K 0.01% $14.60 -1.5%
242 CSX CSX CORP Industrials 703.0 $29K 0.01% $41.04 +12.3%
243 GE GE AEROSPACE Industrials 101.0 $29K 0.01% $283.25 +13.6%
244 IWD ISHARES RUSSELL 132.0 $28K 0.01% +13.0 +10.9% $213.75 +11.6%
245 GEV GE VERNOVA Utilities 32.0 $28K 0.01% +8.0 +33.3% $873.06 +16.2%
246 MDT MEDTRONIC PLC Healthcare 321.0 $28K 0.01% $86.65 -12.8%
247 WM WASTE MANAGEMENT Industrials 120.0 $28K 0.01% $229.79 -6.0%
248 DFAI DIMENSIONAL INTL 700.0 $27K 0.01% -30.0 -4.1% $38.96 +7.2%
249 HD HOME DEPOT Consumer Cyclical 81.0 $27K 0.01% +1.0 +1.2% $327.56 -2.4%
250 REMX VANECK RARE 300.0 $26K 0.01% NEW $88.00 +14.5%
251 KODK EASTMAN KODAK Industrials 2,900.0 $26K 0.01% $9.05 +9.7%
252 PYLD PIMCO ENHANCED 1,000.0 $26K 0.01% $26.20 +0.9%
253 IJT ISHARES S&P 180.0 $26K 0.01% $144.71 +13.6%
254 PRN INVESCO DORSEY 133.0 $26K 0.01% $194.53 +26.9%
255 MDLZ MONDELEZ INTERNATIONAL Consumer Defensive 438.0 $25K 0.01% +200.0 +84.0% $57.64 +8.0%
256 GLTR ABRDN PHYSICAL Financial Services 115.0 $25K 0.01% +15.0 +15.0% $218.72 -4.8%
257 SCHW SCHWAB CHARLES Financial Services 263.0 $25K 0.01% NEW $93.98 -10.4%
258 DUK DUKE ENERGY Utilities 187.0 $24K 0.01% $130.94 -5.1%
259 BCX BLACKROCK RESOURCES Financial Services 2,016.0 $24K 0.01% NEW $12.05 -0.4%
260 IBIT ISHARES BITCOIN Financial Services 608.0 $23K 0.01% +125.0 +25.9% $38.42 +7.3%
Page 13 of 29  ·  577 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%