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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 5 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMBS FIRST TRUST 5,838.0 $291K 0.15% +87.0 +1.5% $49.81 -0.2%
82 SPYV STATE STREET 5,074.0 $287K 0.15% +64.0 +1.3% $56.58 +8.0%
83 MRVL MARVELL TECHNOLOGY Technology 2,876.0 $285K 0.15% -149.0 -4.9% $99.05 +100.6%
84 WU WESTERN UNION Financial Services 32,545.0 $284K 0.15% +199.0 +0.6% $8.73 -5.5%
85 FNDE SCHWAB FUNDAMENTAL 7,328.0 $280K 0.15% NEW $38.26 +7.5%
86 VV VANGUARD LARGE 938.0 $280K 0.15% $298.85 +15.5%
87 IJH ISHARES CORE 4,098.0 $277K 0.15% -22K -84.2% $67.53 +10.1%
88 VEA VANGUARD FTSE 4,267.0 $273K 0.14% -100.0 -2.3% $64.08 +11.4%
89 VZ VERIZON COMMUNICATIONS Communication Services 5,244.0 $263K 0.14% $50.20 -3.9%
90 BERKSHIRE HATHAWAY 544.0 $261K 0.14% -3.0 -0.6% $479.20
91 BMNR BITMINE IMMERSION Financial Services 12,242.0 $242K 0.13% -850.0 -6.5% $19.78 -4.9%
92 SMH VANECK SEMICONDUCTOR 629.0 $241K 0.13% +601.0 +2146.4% $383.64 +55.2%
93 XLV STATE STREET 1,641.0 $241K 0.13% +459.0 +38.8% $146.63 +1.5%
94 VHT VANGUARD HEALTH 832.0 $227K 0.12% +699.0 +525.6% $272.40 +2.0%
95 VYM VANGUARD HIGH 1,484.0 $220K 0.12% -111.0 -7.0% $148.10 +6.9%
96 MRK MERCK & COMPANY Healthcare 1,785.0 $215K 0.11% $120.29 -0.0%
97 FNDF SCHWAB FUNDAMENTAL 4,386.0 $215K 0.11% +3K +247.5% $48.93 +10.5%
98 SLV ISHARES SILVER Financial Services 3,100.0 $211K 0.11% +1K +55.0% $68.14 -0.9%
99 TDIV FIRST TRUST 2,221.0 $208K 0.11% +101.0 +4.8% $93.66 +24.9%
100 FLMI FRANKLIN DYNAMIC 8,281.0 $205K 0.11% +2K +39.3% $24.79 +0.7%
Page 5 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%