Home › MRWM Advisors, LLC

MRWM Advisors, LLC 13F holdings

Filed 2026-07-29 · MRWM Advisors, LLC · 80 positions · $243.3M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
—BLACKROCK ETF TRUST424.3K$42.6M17.5%
VTIVANGUARD INDEX FDS85.2K$31.5M13.0%
IVVISHARES TR20.8K$15.6M6.4%
SGOLETFS GOLD TR337.1K$12.9M5.3%
VTVVANGUARD INDEX FDS49.5K$10.8M4.4%
VXUSVANGUARD STAR FDS112.4K$9.6M3.9%
CGGRCAPITAL GROUP GROWTH ETF196.7K$9.3M3.8%
SPYSTATE STR SPDR S&P 500 ETF T11.1K$8.3M3.4%
SGOVISHARES TR79.8K$8.0M3.3%
SCHDSCHWAB STRATEGIC TR224.5K$7.1M2.9%
NOBLPROSHARES TR123.6K$6.9M2.9%
AAPLAPPLE INC21.6K$6.2M2.6%
SCHGSCHWAB STRATEGIC TR181.9K$6.2M2.5%
VBILVANGUARD INSTL INDEX FD76.4K$5.8M2.4%
BILSPDR SERIES TRUST62.1K$5.7M2.3%
TIPISHARES TR39.0K$4.3M1.8%
VIGVANGUARD SPECIALIZED FUNDS17.6K$4.2M1.7%
VGSHVANGUARD SCOTTSDALE FDS55.3K$3.2M1.3%
CGDVCAPITAL GROUP DIVIDEND VALUE38.3K$1.9M0.8%
HEFAISHARES TR35.0K$1.6M0.7%
LRCXLAM RESEARCH CORP3.8K$1.6M0.7%
XLKSELECT SECTOR SPDR TR8.1K$1.5M0.6%
GOOGLALPHABET INC4.1K$1.5M0.6%
ABBVABBVIE INC5.6K$1.4M0.6%
IBMINTERNATIONAL BUSINESS MACHS4.7K$1.3M0.5%
CSCOCISCO SYS INC11.2K$1.3M0.5%
AVGOBROADCOM INC3.4K$1.3M0.5%
EMXCISHARES INC12.4K$1.3M0.5%
ETNEATON CORP PLC2.9K$1.2M0.5%
VVISA INC3.2K$1.1M0.4%
MRKMERCK & CO INC8.4K$1.1M0.4%
AMGNAMGEN INC3.0K$1.1M0.4%
IWDISHARES TR4.0K$978,6900.4%
UNPUNION PAC CORP3.6K$967,5040.4%
HDHOME DEPOT INC2.7K$956,1150.4%
KRKROGER CO16.6K$923,2970.4%
XLFSELECT SECTOR SPDR TR16.6K$891,5340.4%
LMTLOCKHEED MARTIN CORP1.7K$867,1010.4%
BMYBRISTOL-MYERS SQUIBB CO14.9K$856,5210.4%
MCDMCDONALDS CORP3.1K$840,3940.3%
SBUXSTARBUCKS CORP8.2K$839,1840.3%
LOWLOWES COS INC3.8K$836,3190.3%
PGPROCTER & GAMBLE CO5.7K$829,3960.3%
SCHWSCHWAB CHARLES CORP8.7K$806,5320.3%
MDYSTATE STR SPDR S&P MIDCAP 401.1K$776,4870.3%
—MEDTRONIC PLC9.6K$749,6000.3%
EXMOCEXXON MOBIL CORP5.3K$721,4710.3%
QCOMQUALCOMM INC3.9K$712,1810.3%
NTAPNETAPP INC4.5K$695,9560.3%
AOAISHARES TR6.9K$671,2930.3%
MSFTMICROSOFT CORP1.8K$668,4520.3%
CLCOLGATE PALMOLIVE CO6.8K$625,7160.3%
TOLTOLL BROTHERS INC3.5K$578,7670.2%
CGUSCAPITAL GROUP CORE EQUITY ET11.5K$512,1870.2%
STXSEAGATE TECHNOLOGY HLDNGS PL509$491,1850.2%
RSPINVESCO EXCHANGE TRADED FD T2.3K$483,4130.2%
GISGENERAL MILLS INC13.6K$474,1850.2%
CMCSACOMCAST CORP NEW19.1K$469,5190.2%
XLYSELECT SECTOR SPDR TR4.0K$464,8980.2%
TSLATESLA INC1.1K$452,9860.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}