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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 3 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 2,754.0 $792K 0.42% +161.0 +6.2% $287.58 +35.2%
42 AGG ISHARES CORE 7,977.0 $792K 0.42% +4K +114.7% $99.27 -0.5%
43 FTC FIRST TRUST 5,103.0 $787K 0.42% $154.14 +18.7%
44 GLD SPDR GOLD Financial Services 1,783.0 $767K 0.41% +131.0 +7.9% $430.29 -5.1%
45 VOO VANGUARD S&P 1,274.0 $761K 0.40% +382.0 +42.8% $597.53 +15.5%
46 CII BLACKROCK ENHANCED Financial Services 35,109.0 $738K 0.39% +26K +272.4% $21.02 +20.0%
47 VB VANGUARD SMALL 2,757.0 $722K 0.38% -250.0 -8.3% $261.92 +11.7%
48 V VISA INC Financial Services 2,147.0 $649K 0.34% -79.0 -3.5% $302.19 +8.4%
49 FDT FIRST TRUST 7,235.0 $629K 0.33% +140.0 +2.0% $86.93 +14.4%
50 DFAC DIMENSIONAL US 16,171.0 $628K 0.33% -776.0 -4.6% $38.86 +13.1%
51 MSFT MICROSOFT CORP Technology 1,667.0 $617K 0.33% +31.0 +1.9% $370.24 +11.5%
52 MGK VANGUARD MEGA 1,606.0 $590K 0.31% $367.44 -75.6%
53 QGRO AMERICAN CENTURY 5,517.0 $580K 0.31% +130.0 +2.4% $105.04 +9.9%
54 META META PLATFORMS Communication Services 999.0 $572K 0.30% -48.0 -4.6% $572.24 +11.0%
55 SGOV ISHARES 0-3 5,586.0 $562K 0.30% -1K -17.5% $100.66 -0.0%
56 FEZ STATE STREET 8,892.0 $552K 0.29% +181.0 +2.1% $62.08 +9.9%
57 PAAA PGIM AAA 10,641.0 $545K 0.29% +359.0 +3.5% $51.18 +0.6%
58 WST WEST PHARMACEUTICAL Healthcare 2,076.0 $520K 0.28% $250.64 +24.8%
59 DFUV DIMENSIONAL US 10,474.0 $508K 0.27% -534.0 -4.8% $48.46 +10.7%
60 JPMORGAN 9,656.0 $489K 0.26% -425.0 -4.2% $50.61
Page 3 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%