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CIK: 0001732949
Total reported value
$243.3M
$243.3M
72 檔
26.2%
According to the latest 13F quarterly dataset, MRWM Advisors, LLC managed an equity portfolio of $243.3M at the end of Q2 2025, spanning 72 distinct U.S. exchange-listed positions.
During Q2 2025, MRWM Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.19% | -1.61% | +13.45% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.93% | -0.90% | +17.69% | |
| 3 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 6.73% | -2.64% | +17.73% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.91% | -0.42% | -2.65% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.05% | -0.66% | +43.87% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.40% | -0.06% | +9.66% | |
| 7 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 4.38% | -1.00% | — | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.13% | -0.74% | +22.43% | |
| 9 | CGGR | Cap Group Growth Equity | ETF-Other | 3.76% | -0.30% | +19.85% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.07% | -0.43% | -0.36% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.04% | -0.28% | +40.54% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.95% | -0.66% | -2.70% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.61% | -0.86% | -60.02% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.27% | -0.50% | -4.57% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.85% | -0.68% | +20.74% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.61% | -0.45% | +0.70% | |
| 17 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.24% | — | -61.60% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-Other | 1.11% | -0.11% | -3.57% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | -0.18% | +2.98% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.94% | -0.11% | +3.65% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.88% | -0.15% | -1.05% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.10% | +1.64% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 0.84% | -0.08% | +3.96% | |
| 24 | KR | Kroger Co | Stock-Consumer Staples | 0.81% | -0.31% | -0.59% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | +0.03% | +4.09% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.11% | -0.58% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.12% | +1.19% | |
| 28 | NTAP | Netapp Inc | Stock-Tech | 0.66% | -0.09% | +129.12% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.13% | +0.45% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.20% | -0.17% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | -0.10% | +0.38% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.16% | +1.01% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | -0.07% | -0.33% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.59% | -0.17% | +56.16% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.17% | +0.09% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.10% | +3.14% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.23% | -0.95% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | -0.08% | +1.65% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.56% | -0.08% | +0.08% | |
| 40 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.52% | -0.15% | +0.21% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.51% | -0.11% | -1.72% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.51% | -0.05% | +4.67% | |
| 43 | GIS | General Mills Inc | Stock-Consumer Staples | 0.51% | -0.09% | -0.42% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | -0.07% | — | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.13% | -0.98% | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.42% | -0.06% | +5.14% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.21% | +5.27% | |
| 48 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.40% | -0.05% | -5.65% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.35% | -0.04% | +0.14% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.02% | +2.35% |
According to official SEC Form 13F filings, MRWM Advisors, LLC reported a total U.S. public equity portfolio value of $243.3M across 72 disclosed positions in Q2 2025.
During Q2 2025, MRWM Advisors, LLC's top holdings by market value included VTI (14.2%)、IVV (7.9%)、SGOL (6.7%). The largest single position, VTI, represented 14.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, SGOL) accounted for 26.2% of total reported equity market value during Q2 2025.
In Q2 2025, MRWM Advisors, 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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