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MPWM ADVISORY SOLUTIONS, LLC 13F holdings

Filed 2026-08-13 · MPWM ADVISORY SOLUTIONS, LLC · 571 positions · $218.4M

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TickerCompanySharesValue% of portfolio
SPYSTATE STREET48.9K$36.5M16.7%
SPTMSTATE STREET223.8K$20.3M9.3%
QQQINVESCO QQQ14.8K$10.9M5.0%
SPTLSTATE STREET358.8K$9.4M4.3%
IWMISHARES RUSSELL24.7K$7.4M3.4%
BUFQFIRST TRUST158.7K$6.2M2.9%
CLOIVANECK CLO103.7K$5.5M2.5%
QQQMINVESCO NASDAQ17.7K$5.3M2.4%
DFUSDIMENSIONAL US55.2K$4.5M2.1%
XLISTATE STREET24.0K$4.4M2.0%
SPYGSTATE STREET36.4K$4.3M2.0%
SPMOINVESCO S&P25.7K$4.2M1.9%
SDVYFIRST TRUST87.7K$3.8M1.7%
CDLVICTORYSHARES US48.4K$3.8M1.7%
GRNYFUNDSTRAT GRANNY134.4K$3.7M1.7%
IVEISHARES S&P13.2K$3.0M1.4%
INDAISHARES MSCI59.6K$2.9M1.3%
CIBRFIRST TRUST32.4K$2.9M1.3%
NVDANVIDIA CORP14.0K$2.8M1.3%
AAPLAPPLE INC9.5K$2.7M1.3%
IDMOINVESCO S&P44.5K$2.7M1.2%
TFLOISHARES TREASURY43.3K$2.2M1.0%
OUNZVANECK MERK50.2K$1.9M0.9%
GTOINVESCO TOTAL40.5K$1.9M0.9%
AMZNAMAZON COM7.5K$1.8M0.8%
TOTLSTATE STREET43.4K$1.7M0.8%
MINTPIMCO EHNANCED16.8K$1.7M0.8%
MGCVANGUARD MEGA5.8K$1.6M0.7%
EMBISHARES JPMORGAN15.9K$1.5M0.7%
GOOGALPHABET INC3.6K$1.3M0.6%
CIIBLACKROCK ENHANCED45.3K$1.2M0.5%
VOVANGUARD MID14.0K$1.1M0.5%
PULSPGIM ULTRA22.6K$1.1M0.5%
DFIVDIMENSIONAL INTL20.7K$1.1M0.5%
SCHOSCHWAB SHORT45.2K$1.1M0.5%
MUABLACKROCK MUNIASSETS97.1K$1.1M0.5%
VTIVANGUARD TOTAL2.9K$1.1M0.5%
XLKSTATE STREET5.5K$1.1M0.5%
FLXRTCW FLEXIBLE26.2K$1.0M0.5%
GOOGLALPHABET INC2.8K$1.0M0.5%
LGROALERIAN MLP19.3K$1.0M0.5%
FTCFIRST TRUST5.2K$1.0M0.5%
FTAFIRST TRUST9.7K$938,1690.4%
VOOVANGUARD S&P1.3K$875,4090.4%
PFXFVANECK PFD48.8K$870,1200.4%
VBVANGUARD SMALL2.7K$809,3320.4%
AGGISHARES CORE8.0K$789,9910.4%
WSTWEST PHARMACEUTICAL2.1K$745,2840.3%
VVISA INC2.1K$736,5490.3%
DFACDIMENSIONAL US16.1K$712,9330.3%
MGKVANGUARD MEGA8.0K$705,9170.3%
FDTFIRST TRUST7.2K$684,9920.3%
MSFTMICROSOFT CORP17.9K$666,8440.3%
PAAAPGIM AAA12.3K$632,5240.3%
FEZSTATE STREET8.9K$611,3380.3%
GLDSPDR GOLD1.6K$588,3080.3%
DFUVDIMENSIONAL US10.5K$576,1580.3%
MUMICRON TECHNOLOGY493$569,4700.3%
METAMETA PLATFORMS1.0K$568,0540.3%
DFASDIMENSIONAL US6.8K$561,8560.3%
Top Fund Holdings
13F
Top Fund Holdings

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