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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 1 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STREET Financial Services 49,651.0 $32.3M 17.11% +716.0 +1.5% $650.34 +15.3%
2 SPTM STATE STREET 208,592.0 $16.5M 8.74% +5K +2.3% $79.06 +15.0%
3 SPTL STATE STREET 347,157.0 $9.1M 4.84% +107K +44.3% $26.30 -1.3%
4 QQQ INVESCO QQQ Financial Services 15,081.0 $8.7M 4.61% +2K +13.9% $577.18 +25.9%
5 IWM ISHARES RUSSELL 23,492.0 $5.8M 3.09% +276.0 +1.2% $248.00 +17.2%
6 CLOI VANECK CLO 99,257.0 $5.2M 2.77% +7K +8.0% $52.70 +0.5%
7 BUFQ FIRST TRUST 145,752.0 $5.1M 2.73% -7K -4.5% $35.32 +10.7%
8 DFUS DIMENSIONAL US 55,624.0 $3.9M 2.09% -952.0 -1.7% $70.91 +15.2%
9 QQQM INVESCO NASDAQ 16,580.0 $3.9M 2.09% -9K -34.1% $237.62 +25.9%
10 SPYG STATE STREET 38,365.0 $3.8M 1.99% -279.0 -0.7% $97.91 +21.9%
11 CDL VICTORYSHARES US 49,838.0 $3.7M 1.97% -438K -89.8% $74.51 +3.1%
12 SPMO INVESCO S&P 31,306.0 $3.5M 1.86% NEW $112.11 +32.3%
13 SDVY FIRST TRUST 88,388.0 $3.5M 1.85% +9K +10.9% $39.43 +6.9%
14 XLI STATE STREET 21,029.0 $3.4M 1.80% -8K -26.6% $161.73 +7.7%
15 GRNY FUNDSTRAT GRANNY 124,587.0 $3.0M 1.58% +124K +10000.0% $23.87 +13.9%
16 INDA ISHARES MSCI 57,931.0 $2.7M 1.44% -7K -10.9% $46.84 +4.1%
17 IVE ISHARES S&P 12,218.0 $2.6M 1.37% NEW $211.15 +8.3%
18 NVDA NVIDIA CORP Technology 13,999.0 $2.4M 1.29% +973.0 +7.5% $174.40 +20.4%
19 AAPL APPLE INC Technology 9,484.0 $2.4M 1.27% +55.0 +0.6% $253.80 +22.6%
20 IDMO INVESCO S&P 39,455.0 $2.2M 1.15% NEW $54.84 +10.1%
Page 1 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%