13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056693
Total reported value
$218.4M
$218.4M
532 檔
31.3%
During the Q2 2025 filing period, Mpwm Advisory Solutions, LLC (CIK: 0002056693) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $218.4M across 532 reported positions.
During Q2 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 532 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 | 21.56% | -0.39% | +2.97% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.26% | +0.56% | -2.10% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.59% | +0.37% | +6.70% | |
| 4 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.14% | -0.53% | -6.46% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.67% | +0.36% | +1.63% | |
| 6 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 3.22% | -0.02% | +4.14% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 2.72% | +0.24% | -6.73% | |
| 8 | INDA | Ishares Msci India ETF | ETF-Other | 2.58% | -0.09% | -5.79% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.44% | -0.02% | +2.69% | |
| 10 | CDL | Victoryshares US Large Cap H | ETF-Large Cap & Growth | 2.08% | -0.25% | +2.94% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.97% | +0.31% | +3.96% | |
| 12 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.87% | -0.06% | +46.64% | |
| 13 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.83% | +0.12% | -0.48% | |
| 14 | CLOI | Vaneck Clo ETF | ETF-Other | 1.76% | -0.26% | +5.23% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.46% | -0.12% | +2.46% | |
| 16 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.33% | +0.35% | +5.98% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.01% | -6.54% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.26% | -0.01% | -2.52% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.23% | -0.03% | -10.74% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.97% | — | -3.95% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.96% | -0.07% | +196.39% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.90% | -0.16% | — | |
| 23 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.76% | -0.01% | -28.08% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.14% | +10.15% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.72% | — | +6.47% | |
| 26 | MUA | Blackrock Muniassets Fund | Stock-Other | 0.71% | -0.08% | +6.10% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | -0.01% | +157.89% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | -0.07% | +6.64% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.04% | -0.09% | |
| 30 | DFIV | Dimensional International Va | ETF-Other | 0.54% | -0.07% | +0.41% | |
| 31 | AMLP | Alerian Mlp ETF | ETF-Other | 0.53% | -0.08% | +45.39% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.02% | -18.14% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | — | -3.30% | |
| 34 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.50% | -0.04% | +56.51% | |
| 35 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.49% | +0.04% | +1201.79% | |
| 36 | FTA | First Trust L C Val Alp | ETF-Other | 0.48% | -0.04% | +1249.16% | |
| 37 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.46% | — | — | |
| 38 | QGRO | American Century US Quality | ETF-Other | 0.44% | -0.23% | +23.35% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.02% | -3.19% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | — | +0.61% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | -0.01% | +2.37% | |
| 42 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.37% | +0.01% | — | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.37% | — | -0.18% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.32% | -0.04% | -2.21% | |
| 45 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.32% | — | +72.64% | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.31% | -0.01% | -0.21% | |
| 47 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.31% | -0.02% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.01% | -3.61% | |
| 49 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.29% | +0.06% | +103700.00% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.28% | -0.03% | +29.69% |
According to official SEC Form 13F filings, Mpwm Advisory Solutions, LLC reported a total U.S. public equity portfolio value of $218.4M across 532 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SPTM, QQQ) accounted for 31.3% of total reported equity market value during Q2 2025.
During Q2 2025, Mpwm Advisory Solutions, LLC's top holdings by market value included SPY (21.6%)、SPTM (9.3%)、QQQ (4.6%). The largest single position, SPY, represented 21.6% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.