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CIK: 0002056693
Total reported value
$218.4M
$218.4M
534 檔
33.7%
According to the latest 13F quarterly dataset, Mpwm Advisory Solutions, LLC managed an equity portfolio of $218.4M at the end of Q3 2025, spanning 534 distinct U.S. exchange-listed positions.
Mpwm Advisory Solutions, LLC executed strategic sector rebalancing during Q3 2025, establishing 25 new positions while fully exiting 34 holdings and trimming 68 positions.
Showing top 200 holdings (of 534 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 | 21.93% | -0.39% | +0.39% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.56% | +0.56% | +1.96% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.83% | +0.37% | +2.93% | |
| 4 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.83% | -0.53% | -3.00% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.63% | +0.36% | -3.21% | |
| 6 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 3.21% | -0.02% | -1.15% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 2.63% | +0.24% | -1.80% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.46% | -0.02% | -0.92% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.07% | +0.31% | -0.64% | |
| 10 | CDL | Victoryshares US Large Cap H | ETF-Large Cap & Growth | 2.02% | -0.25% | -1.16% | |
| 11 | INDA | Ishares Msci India ETF | ETF-Other | 1.97% | -0.09% | -13.28% | |
| 12 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.85% | +0.12% | +2.42% | |
| 13 | CLOI | Vaneck Clo ETF | ETF-Other | 1.67% | -0.26% | +0.70% | |
| 14 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.53% | -0.06% | -12.77% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.51% | -0.12% | +1.87% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.44% | -0.03% | +0.20% | |
| 17 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.33% | +0.35% | +6.08% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | -0.01% | -10.80% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.25% | -0.01% | -0.31% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.99% | — | +3.66% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.91% | -0.16% | +7.49% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.83% | — | +12.25% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.14% | +8.14% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | -0.01% | -1.06% | |
| 25 | MUA | Blackrock Muniassets Fund | Stock-Other | 0.68% | -0.08% | -4.85% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.63% | -0.08% | +1276.55% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | -0.07% | +4.36% | |
| 28 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.61% | -0.01% | -15.77% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.02% | +0.03% | |
| 30 | DFIV | Dimensional International Va | ETF-Other | 0.54% | -0.07% | -0.54% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.04% | -0.34% | |
| 32 | AMLP | Alerian Mlp ETF | ETF-Other | 0.51% | -0.08% | +5.43% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.02% | +1.67% | |
| 34 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.49% | -0.04% | +0.84% | |
| 35 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.49% | +0.04% | — | |
| 36 | FTA | First Trust L C Val Alp | ETF-Other | 0.47% | -0.04% | -1.04% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | — | — | |
| 38 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.45% | — | — | |
| 39 | QGRO | American Century US Quality | ETF-Other | 0.43% | -0.23% | -0.58% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.41% | -0.07% | -55.20% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.38% | +0.01% | — | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | -0.01% | -1.80% | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.37% | — | -0.31% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.01% | +5.37% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | — | -22.84% | |
| 46 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.32% | +0.06% | — | |
| 47 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.32% | -0.01% | +21.49% | |
| 48 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.32% | -0.02% | — | |
| 49 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.30% | -0.18% | +87.48% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.30% | -0.04% | +0.15% |
According to official SEC Form 13F filings, Mpwm Advisory Solutions, LLC reported a total U.S. public equity portfolio value of $218.4M across 534 disclosed positions in Q3 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 33.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
MINT
市值: $1.5M
Top Position Liquidated / Trimmed
IMVP
前期市值: $200.1K
During Q3 2025, Mpwm Advisory Solutions, LLC's top holdings by market value included SPY (21.9%)、SPTM (9.6%)、QQQ (4.8%). The largest single position, SPY, represented 21.9% of total portfolio value.
In Q3 2025, Mpwm Advisory Solutions, LLC made 194 total portfolio adjustments, initiating 25 new buys, adding to 67 positions, trimming 68 holdings, and fully liquidating 34 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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