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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 6 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FNX FIRST TRUST 1,590.0 $204K 0.11% +35.0 +2.2% $128.24 +10.1%
102 XMHQ INVESCO S&P 1,954.0 $202K 0.11% +919.0 +88.8% $103.37 +5.7%
103 IFRA ISHARES TRUST 3,455.0 $198K 0.10% +3K +8537.5% $57.20 +8.2%
104 TMUS T-MOBILE US Communication Services 915.0 $192K 0.10% $210.03 -9.2%
105 PPA INVESCO AEROSPACE 1,153.0 $191K 0.10% +487.0 +73.1% $165.72 +5.3%
106 LLY ELI LILLY Healthcare 207.0 $190K 0.10% +3.0 +1.5% $918.32 +17.9%
107 PFE PFIZER INC Healthcare 6,538.0 $184K 0.10% $28.08 -6.7%
108 DRUP GRANITESHARES NASDAQ 3,340.0 $183K 0.10% NEW $54.74 +13.2%
109 TLT ISHARES 20 PLUS 2,040.0 $177K 0.09% +14.0 +0.7% $86.70 -1.6%
110 ANET ARISTA NETWORKS Technology 1,428.0 $175K 0.09% -152.0 -9.6% $122.78 +25.7%
111 FDN FIRST TRUST 739.0 $173K 0.09% -29.0 -3.8% $234.03 +17.3%
112 IBM INTL BUSINESS Technology 709.0 $172K 0.09% $242.36 +5.3%
113 GDX VANECK GOLD 1,863.0 $171K 0.09% +676.0 +57.0% $91.76 -6.9%
114 MU MICRON TECHNOLOGY INC Technology 499.0 $169K 0.09% +16.0 +3.3% $338.08 +174.6%
115 UAL UNITED AIRLINES Industrials 1,830.0 $168K 0.09% +748.0 +69.1% $92.07 +22.3%
116 FEM FIRST TRUST 5,367.0 $161K 0.09% +68.0 +1.3% $29.95 +10.6%
117 NFLX NETFLIX INC Communication Services 1,668.0 $160K 0.09% +442.0 +36.0% $96.15 -9.2%
118 UTES VIRTUS REAVES 1,958.0 $156K 0.08% NEW $79.89 +2.2%
119 NDMO NUVEEN DYNAMIC Financial Services 15,182.0 $156K 0.08% -385.0 -2.5% $10.29 +0.2%
120 SPDW STATE STREET 3,192.0 $146K 0.08% +3K +502.3% $45.65 +11.4%
Page 6 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%