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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 18 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 XLB STATE STREET 200.0 $10K 0.01% NEW $49.97 +1.1%
342 MUFG MITSUBISHI UFJ Financial Services 578.0 $10K 0.01% $16.97 +25.6%
343 IAGG ISHARES CORE 193.0 $10K 0.01% $50.04 -0.4%
344 NVO NOVO NORDISK Healthcare 260.0 $10K 0.01% $36.75 +36.9%
345 TCBI TEXAS CAPITAL Financial Services 100.0 $9K 0.01% $94.88 +10.7%
346 IYW ISHARES TECHNOLOGY 52.0 $9K 0.01% $181.42 +31.9%
347 AVEM AVANTIS EMERGING 117.0 $9K 0.01% +11.0 +10.4% $80.58 +10.8%
348 IWO ISHARES RUSSELL 30.0 $9K 0.01% $313.80 +20.1%
349 CGDG CAPITAL GROUP 262.0 $9K 0.01% $35.90 +5.4%
350 DOCU DOCUSIGN INC Technology 195.0 $9K 0.01% $47.41 +11.2%
351 F FORD MOTOR Consumer Cyclical 800.0 $9K 0.01% -1K -55.6% $11.54 +23.2%
352 DFAU DIMENSIONAL US 204.0 $9K 0.01% -185.0 -47.6% $45.12 +14.2%
353 VSS VANGUARD FTSE 63.0 $9K 0.01% -50.0 -44.2% $145.79 +3.4%
354 MUR MURPHY OIL Energy 219.0 $9K 0.01% +2.0 +0.9% $41.31 -10.8%
355 GSLC GOLDMAN SACHS 72.0 $9K 0.01% $125.12 +13.3%
356 ETN EATON CORP Industrials 25.0 $9K 0.01% $357.68 +11.8%
357 FDX FEDEX CORP Industrials 25.0 $9K 0.01% $356.20 -12.1%
358 ROAD CONSTRUCTION PARTNERS Industrials 79.0 $9K 0.01% $111.11 -6.0%
359 LOW LOWES COMPANIES Consumer Cyclical 37.0 $9K 0.01% $236.30 -11.7%
360 OMFL INVESCO RUSSELL 140.0 $8K 0.00% $60.11 +14.3%
Page 18 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%