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CIK: 0002056693
Total reported value
$218.4M
$218.4M
734 檔
28.1%
As reported in its official Q1 2025 Form 13F filing, Mpwm Advisory Solutions, LLC's tracked investment portfolio stood at $218.4M with 734 total positions.
During Q1 2025, Mpwm Advisory Solutions, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 734 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 21.74% | -0.39% | +0.26% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.85% | +0.56% | +21.80% | |
| 3 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 5.21% | -0.53% | +12.10% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.19% | +0.37% | +25.93% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.52% | +0.36% | -3.20% | |
| 6 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 3.32% | -0.02% | +68.78% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 2.98% | +0.24% | +4.32% | |
| 8 | INDA | Ishares Msci India ETF | ETF-Other | 2.91% | -0.09% | +30.08% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.46% | -0.02% | -0.14% | |
| 10 | CDL | Victoryshares US Large Cap H | ETF-Large Cap & Growth | 2.38% | -0.25% | +2.24% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.01% | +0.31% | -17.55% | |
| 12 | CLOI | Vaneck Clo ETF | ETF-Other | 1.91% | -0.26% | -14.37% | |
| 13 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.89% | +0.12% | +14.90% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.71% | -0.03% | -2.84% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.55% | -0.12% | +26.86% | |
| 16 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.46% | -0.06% | -15.77% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.45% | -0.01% | -1.29% | |
| 18 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.21% | -0.01% | +3.48% | |
| 19 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.20% | +0.35% | +131015.00% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | -0.01% | -6.74% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.08% | — | +422.54% | |
| 22 | MUA | Blackrock Muniassets Fund | Stock-Other | 0.80% | -0.08% | +11.91% | |
| 23 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.70% | — | +0.02% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.14% | -1.04% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | -0.07% | — | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | — | -6.23% | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 0.56% | -0.07% | +0.09% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.02% | -3.90% | |
| 29 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.49% | — | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.04% | -4.49% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.02% | +12.10% | |
| 32 | AMLP | Alerian Mlp ETF | ETF-Other | 0.45% | -0.08% | +49.58% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | — | -3.61% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | -0.01% | — | |
| 35 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.39% | -0.01% | -58.60% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.39% | — | +0.01% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.01% | -4.81% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.38% | -0.04% | +0.27% | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.37% | -0.07% | -9.70% | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.36% | +0.01% | -26.93% | |
| 41 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.36% | -0.04% | — | |
| 42 | QGRO | American Century US Quality | ETF-Other | 0.35% | -0.23% | +31.36% | |
| 43 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.35% | -0.01% | -0.25% | |
| 44 | CFA | Victoryshares US 500 Volatil | ETF-Other | 0.31% | -0.02% | -3.82% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.29% | — | +0.06% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.01% | +0.49% | |
| 47 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.28% | -0.18% | +1.57% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.02% | +6.24% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | -0.05% | +190.13% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.25% | — | — |
According to official SEC Form 13F filings, Mpwm Advisory Solutions, LLC reported a total U.S. public equity portfolio value of $218.4M across 734 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SPTM, SPTL) accounted for 28.1% of total reported equity market value during Q1 2025.
During Q1 2025, Mpwm Advisory Solutions, LLC's top holdings by market value included SPY (21.7%)、SPTM (9.8%)、SPTL (5.2%). The largest single position, SPY, represented 21.7% of total portfolio value.
In Q1 2025, Mpwm Advisory Solutions, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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