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CIK: 0002056693
Total reported value
$218.4M
$218.4M
577 檔
33.2%
The Q1 2026 SEC filing reveals that Mpwm Advisory Solutions, LLC held a total portfolio value of $218.4M, covering 577 public equity positions.
In Q1 2026, 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 577 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 | 17.11% | -0.39% | +1.46% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 8.74% | +0.56% | +2.28% | |
| 3 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.84% | -0.53% | +44.32% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.61% | +0.37% | +13.90% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.09% | +0.31% | +1.19% | |
| 6 | CLOI | Vaneck Clo ETF | ETF-Other | 2.77% | -0.26% | +8.00% | |
| 7 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 2.73% | +0.12% | -4.53% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.09% | -0.02% | -1.68% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.09% | +0.36% | -34.15% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.99% | -0.01% | -0.72% | |
| 11 | CDL | Victoryshares US Large Cap H | ETF-Large Cap & Growth | 1.97% | -0.25% | -89.78% | |
| 12 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.86% | +0.04% | — | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.85% | -0.12% | +10.92% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.80% | +0.24% | -26.60% | |
| 15 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.58% | +0.12% | +18522.87% | |
| 16 | INDA | Ishares Msci India ETF | ETF-Other | 1.44% | -0.09% | -10.89% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.37% | — | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.01% | +7.47% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.28% | -0.03% | +0.58% | |
| 20 | IDMO | Invesco S&p International De | ETF-Other | 1.15% | +0.08% | — | |
| 21 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.06% | -0.06% | -10.22% | |
| 22 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.98% | +0.35% | -1.96% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.93% | -0.16% | -0.02% | |
| 24 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.87% | — | — | |
| 25 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.73% | +0.05% | — | |
| 26 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.73% | — | +7.82% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.73% | -0.03% | +256.86% | |
| 28 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.69% | -0.18% | +6.82% | |
| 29 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.68% | +0.21% | +10.94% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.14% | +0.82% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | -0.07% | +7.93% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.58% | -0.08% | -11.89% | |
| 33 | DFIV | Dimensional International Va | ETF-Other | 0.58% | -0.07% | +4.93% | |
| 34 | MUA | Blackrock Muniassets Fund | Stock-Other | 0.57% | -0.08% | +0.36% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.02% | +0.27% | |
| 36 | AMLP | Alerian Mlp ETF | ETF-Other | 0.54% | -0.08% | +6.36% | |
| 37 | FLXR | Tcw Flexible Income ETF | ETF-Other | 0.50% | -0.03% | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | -0.01% | -20.83% | |
| 39 | FTA | First Trust L C Val Alp | ETF-Other | 0.47% | -0.04% | +0.68% | |
| 40 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.44% | -0.04% | +0.61% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.04% | +6.21% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.06% | +114.67% | |
| 43 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.42% | +0.04% | -0.18% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.14% | +7.93% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | — | +42.83% | |
| 46 | CII | Blackrock Enhan Lrg Cap Core | Stock-Other | 0.39% | +0.15% | +272.43% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | -0.01% | -8.31% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | — | -3.55% | |
| 49 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.33% | -0.02% | +1.97% | |
| 50 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.33% | — | -4.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GRNY | Fundstr Gran Sh US Lrg Cap | +1.6% | +18522.87% | Add |
| 2 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +1.3% | +44.32% | Add |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | +0.5% | +256.86% | Add |
| 4 | CII | Blackrock Enhan Lrg Cap Core | +0.3% | +272.43% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.2% | +114.67% | Add |
| 6 | SDVY | First Trust Smid Cap Rising | +0.2% | +10.92% | Add |
| 7 | NEE | Nextera Energy Inc | +0.1% | +125.93% | Add |
| 8 | SMH | Vaneck Semiconductor ETF | +0.1% | +2146.43% | Add |
| 9 | CDL | Victoryshares US Large Cap H | +0.1% | -89.78% | Trim |
| 10 | IFRA | Ishares US Infrastructure | +0.1% | +8537.50% | Add |
| 11 | VHT | Vanguard Health Care ETF | +0.1% | +525.56% | Add |
| 12 | BST | Blackrock Science & Tech Tr | +0.1% | +150.45% | Add |
| 13 | OUNZ | Vaneck Merk Gold ETF | +0.1% | +10.94% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +42.83% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +13.90% | Add |
| 16 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +75.40% | Add |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +247.54% | Add |
| 18 | CLOI | Vaneck Clo ETF | +0.1% | +8.00% | Add |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +502.26% | Add |
| 20 | AMLP | Alerian Mlp ETF | +0.1% | +6.36% | Add |
| 21 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | +39.81% | Add |
| 22 | GLD | Spdr Gold Shares | +0.1% | +7.93% | Add |
| 23 | XLK | Ss Technology Select Sector | +0.1% | +40.40% | Add |
| 24 | XYZ | Block Inc | +0.1% | +493.53% | Add |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +88.79% | Add |
| 26 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +228.57% | Add |
| 27 | PPA | Invesco Aerospace & Defense | 0% | +73.12% | Add |
| 28 | SLV | Ishares Silver Trust | 0% | +55.00% | Add |
| 29 | DFIV | Dimensional International Va | 0% | +4.93% | Add |
| 30 | GDX | Vaneck Gold Miners ETF | 0% | +56.95% | Add |
| 31 | XLV | Ss Health Care Select Sector | 0% | +38.83% | Add |
| 32 | FLMI | Franklin Dynamic Municipal B | 0% | +39.29% | Add |
| 33 | CRM | Salesforce Inc | 0% | +535.09% | Add |
| 34 | OIH | Vaneck Oil Services ETF | 0% | +1387.50% | Add |
| 35 | FDT | First Trust Develp Mkt Ex-us | 0% | +1.97% | Add |
| 36 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 37 | UAL | United Airlines Holdings Inc | 0% | +69.13% | Add |
| 38 | NFLX | Netflix Inc | 0% | +36.05% | Add |
| 39 | DFIC | Dimensional International Co | 0% | +10.73% | Add |
| 40 | CAT | Caterpillar Inc | 0% | +33.63% | Add |
| 41 | INTC | Intel CORP | 0% | +90.40% | Add |
| 42 | ABBV | Abbvie Inc | 0% | +189.25% | Add |
| 43 | ZBRA | Zebra Technologies Corp-cl A | 0% | +80.00% | Add |
| 44 | PULS | Pgim Ultra Short Bond ETF | 0% | +6.82% | Add |
| 45 | VO | Vanguard Mid-cap ETF | 0% | +7.93% | Add |
| 46 | FTA | First Trust L C Val Alp | 0% | +0.68% | Add |
| 47 | JNJ | Johnson & Johnson | 0% | -3.62% | Trim |
| 48 | VEU | Vanguard Ftse All-world Ex-u | 0% | +70.09% | Add |
| 49 | AVGO | Broadcom Inc | 0% | +89.55% | Add |
| 50 | MU | Micron Technology Inc | 0% | +3.31% | 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 577 disclosed positions in Q1 2026.
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, SPTL) accounted for 33.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPMO
市值: $3.5M
Top Position Liquidated / Trimmed
CPB
前期市值: $201.6K
During Q1 2026, Mpwm Advisory Solutions, LLC's top holdings by market value included SPY (17.1%)、SPTM (8.7%)、SPTL (4.8%). The largest single position, SPY, represented 17.1% of total portfolio value.
In Q1 2026, Mpwm Advisory Solutions, LLC made 185 total portfolio adjustments, initiating 37 new buys, adding to 78 positions, trimming 56 holdings, and fully liquidating 14 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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