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CIK: 0002056693
Total reported value
$218.4M
$218.4M
537 檔
32.5%
In Q4 2025, Mpwm Advisory Solutions, LLC's U.S. equity holdings reached a combined market value of $218.4M, distributed across 537 disclosed stock positions.
In Q4 2025, Mpwm Advisory Solutions, LLC displayed an active expansion posture, initiating 37 new positions and adding to 78 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 537 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 | 18.59% | -0.39% | -11.62% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.37% | +0.56% | +2.30% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.53% | +0.37% | -2.15% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.55% | +0.36% | +1.80% | |
| 5 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.55% | -0.53% | +0.69% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.18% | +0.31% | +61.67% | |
| 7 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 3.05% | +0.12% | +71.34% | |
| 8 | CLOI | Vaneck Clo ETF | ETF-Other | 2.70% | -0.26% | +74.12% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 2.48% | +0.24% | -0.05% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.34% | -0.02% | -0.95% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.30% | -0.01% | +43813.64% | |
| 12 | INDA | Ishares Msci India ETF | ETF-Other | 1.96% | -0.09% | +2.18% | |
| 13 | CDL | Victoryshares US Large Cap H | ETF-Large Cap & Growth | 1.87% | -0.25% | +899.59% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 1.84% | -0.06% | +783.65% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.70% | -0.12% | +19.40% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.43% | -0.03% | -0.55% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | -0.01% | +13.11% | |
| 18 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.24% | -0.06% | -13.26% | |
| 19 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.20% | +0.35% | +2.09% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.03% | -0.01% | +4305.92% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.98% | -0.16% | +15.09% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.95% | — | +1.55% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.14% | +7.67% | |
| 24 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.76% | — | -4.92% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.70% | -0.08% | +18.77% | |
| 26 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.68% | -0.18% | +139.93% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.01% | -0.69% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.02% | -6.09% | |
| 29 | MUA | Blackrock Muniassets Fund | Stock-Other | 0.61% | -0.08% | -1.00% | |
| 30 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.59% | +0.21% | +1598.61% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | -0.07% | — | |
| 32 | DFIV | Dimensional International Va | ETF-Other | 0.55% | -0.07% | -0.17% | |
| 33 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.54% | -0.02% | -82.49% | |
| 34 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.49% | -0.01% | -14.29% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-Other | 0.48% | -0.08% | -0.17% | |
| 36 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.47% | -0.04% | +2.46% | |
| 37 | FTA | First Trust L C Val Alp | ETF-Other | 0.46% | -0.04% | -0.25% | |
| 38 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.46% | +0.04% | +0.18% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.04% | +35.55% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.02% | -0.37% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | — | — | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | -0.01% | +22.39% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.04% | -10.13% | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.38% | -0.07% | — | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.37% | — | +5.36% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.37% | +0.01% | — | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.14% | +86.67% | |
| 48 | QGRO | American Century US Quality | ETF-Other | 0.34% | -0.23% | -15.23% | |
| 49 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.32% | +0.06% | — | |
| 50 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.31% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +2.3% | +43813.64% | Add |
| 2 | CGGR | Cap Group Growth Equity | +1.6% | +783.65% | Add |
| 3 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +1.2% | +71.34% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | +1.1% | +61.67% | Add |
| 5 | CLOI | Vaneck Clo ETF | +1% | +74.12% | Add |
| 6 | EFA | Ishares Msci Eafe ETF | +1% | +4305.92% | Add |
| 7 | OUNZ | Vaneck Merk Gold ETF | +0.6% | +1598.61% | Add |
| 8 | PULS | Pgim Ultra Short Bond ETF | +0.4% | +139.93% | Add |
| 9 | SDVY | First Trust Smid Cap Rising | +0.2% | +19.40% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +35.55% | Add |
| 11 | GLD | Spdr Gold Shares | +0.2% | +86.67% | Add |
| 12 | NVDA | Nvidia CORP | +0.1% | +13.11% | Add |
| 13 | MINT | Pimco Enhanced Short Maturit | +0.1% | +15.09% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -6.09% | Trim |
| 15 | SCHO | Schwab Short-term US Treas | +0.1% | +18.77% | Add |
| 16 | VB | Vanguard Small-cap ETF | +0.1% | +22.39% | Add |
| 17 | TMUS | T-mobile US Inc | +0.1% | +205.00% | Add |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +79.70% | Add |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +869.57% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | +7.67% | Add |
| 21 | FLMI | Franklin Dynamic Municipal B | 0% | +133.14% | Add |
| 22 | WU | Western Union Co | 0% | +17.56% | Add |
| 23 | NCLH | Norwegian Cruise Line Holdings Ltd. | 0% | +89.89% | Add |
| 24 | COST | Costco Wholesale CORP | 0% | +143.10% | Add |
| 25 | SCHD | Schwab US Dvd Equity ETF | 0% | +780.00% | Add |
| 26 | TSLA | Tesla Inc | 0% | +19.77% | Add |
| 27 | NFLX | Netflix Inc | 0% | +2819.05% | Add |
| 28 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 29 | VKTX | Viking Therapeutics Inc | 0% | -3.46% | Trim |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +6250.00% | Add |
| 31 | PAAA | Pgim Aaa Clo ETF | 0% | +18.62% | Add |
| 32 | UNH | Unitedhealth Group Inc | 0% | +124.43% | Add |
| 33 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 34 | MSTR | Strategy Inc | 0% | +1066.67% | Add |
| 35 | PFE | Pfizer Inc | 0% | +38.51% | Add |
| 36 | XLF | Ss Financial Select Sector | 0% | +161.06% | Add |
| 37 | ZBRA | Zebra Technologies Corp-cl A | 0% | +204.88% | Add |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +121.40% | Add |
| 39 | GE | General Electric | 0% | +1022.22% | Add |
| 40 | SO | Southern Co/the | 0% | +121.14% | Add |
| 41 | DFIV | Dimensional International Va | 0% | -0.17% | Trim |
| 42 | DFAX | Dimensional World Ex US Core | 0% | +7.44% | Add |
| 43 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 44 | AIQ | Global X Art Intel & Tech | 0% | +140.13% | Add |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +1666.67% | Add |
| 46 | PLTR | Palantir Technologies Inc-a | 0% | +65.57% | Add |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 0% | +23.04% | Add |
| 48 | APP | Applovin Corp-class A | 0% | +28.00% | Add |
| 49 | JPM | Jpmorgan Chase & Co | 0% | +47.75% | Add |
| 50 | CAT | Caterpillar Inc | 0% | +14.14% | Add |
According to official SEC Form 13F filings, Mpwm Advisory Solutions, LLC reported a total U.S. public equity portfolio value of $218.4M across 537 disclosed positions in Q4 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 32.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
CII
市值: $220.3K
Top Position Liquidated / Trimmed
FNDE
前期市值: $124.1K
During Q4 2025, Mpwm Advisory Solutions, LLC's top holdings by market value included SPY (18.6%)、SPTM (9.4%)、QQQ (4.5%). The largest single position, SPY, represented 18.6% of total portfolio value.
In Q4 2025, Mpwm Advisory Solutions, LLC made 182 total portfolio adjustments, initiating 37 new buys, adding to 78 positions, trimming 54 holdings, and fully liquidating 13 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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