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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 17 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BX BLACKSTONE INC Financial Services 106.0 $12K 0.01% $114.99 +2.6%
322 SKYY FIRST TRUST 111.0 $12K 0.01% $109.36 +21.0%
323 T AT&T INC Communication Services 415.0 $12K 0.01% $28.99 -14.1%
324 DIS WALT DISNEY Communication Services 123.0 $12K 0.01% $96.17 +8.3%
325 RSST RETURN STACKED 418.0 $12K 0.01% $28.28 +18.5%
326 LNT ALLIANT ENERGY Utilities 164.0 $12K 0.01% $71.76 +2.8%
327 CMDT PIMCO COMMODITY 355.0 $11K 0.01% $32.27 +3.6%
328 EFA ISHARES MSCI 115.0 $11K 0.01% -19K -99.4% $96.98 +8.0%
329 HON HONEYWELL INTL Industrials 49.0 $11K 0.01% $226.02 +2.4%
330 FLSP FRANKLIN FTSE 407.0 $11K 0.01% $27.20 +0.4%
331 CGXU CAPITAL GROUP 371.0 $11K 0.01% $29.49 +16.7%
332 CHWY CHEWY INC Consumer Cyclical 400.0 $11K 0.01% $27.00 -21.5%
333 QTEC FIRST TRUST 50.0 $11K 0.01% $215.98 +42.8%
334 PPG PPG INDUSTRIES Basic Materials 100.0 $11K 0.01% $106.88 +5.6%
335 UCON FIRST TRUST 423.0 $10K 0.01% -34K -98.8% $24.77 +0.4%
336 ETHA ISHARES ETHEREUM Financial Services 659.0 $10K 0.01% +254.0 +62.7% $15.83 -2.2%
337 MPC MARATHON PETROLEUM Energy 42.0 $10K 0.01% $246.60 +0.2%
338 SONY SONY GROUP Technology 500.0 $10K 0.01% $20.70 +5.6%
339 PNQI INVESCO NASDAQ 230.0 $10K 0.01% $44.73 +8.2%
340 DDIV FIRST TRUST 253.0 $10K 0.01% $40.44 +10.4%
Page 17 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%