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CIK: 0001732949
Total reported value
$243.3M
$243.3M
74 檔
30.1%
During the Q3 2025 filing period, MRWM Advisors, LLC (CIK: 0001732949) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $243.3M across 74 reported positions.
During Q3 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 | 14.63% | -1.61% | +4.89% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.48% | -0.90% | +9.03% | |
| 3 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 7.45% | -2.64% | +4.27% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.75% | -0.42% | -0.92% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.45% | -0.66% | +11.48% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.52% | -0.74% | +16.75% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 4.04% | -0.30% | +9.36% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.82% | -0.28% | +26.09% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.77% | -0.06% | -5.66% | |
| 10 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 3.64% | -1.00% | -8.81% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.42% | -0.43% | -1.50% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.68% | -0.66% | -1.25% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.30% | -0.86% | -3.10% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.03% | -0.50% | -1.88% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.00% | -0.68% | +12.54% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.47% | -0.45% | -1.69% | |
| 17 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.07% | — | -4.54% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-Other | 0.98% | -0.11% | -9.14% | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.83% | -0.15% | -1.44% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | -0.18% | -21.94% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.80% | -0.11% | -1.98% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.11% | -2.04% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | -0.07% | -2.40% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.03% | -3.42% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.12% | -1.96% | |
| 26 | KR | Kroger Co | Stock-Consumer Staples | 0.68% | -0.31% | -2.54% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 0.66% | -0.08% | -17.16% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.10% | -15.61% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | -0.09% | +290.32% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.17% | -4.04% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.20% | -2.33% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 0.56% | -0.17% | -4.79% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.55% | -0.10% | -4.90% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.10% | -1.23% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.13% | -3.85% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | -0.08% | +0.65% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | -0.23% | -6.55% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.51% | -0.16% | -6.24% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.50% | -0.05% | -22.42% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | -0.07% | — | |
| 41 | NTAP | Netapp Inc | Stock-Tech | 0.45% | -0.09% | -31.40% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.45% | -0.08% | -4.53% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.13% | -4.47% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.44% | -0.15% | -4.95% | |
| 45 | GIS | General Mills Inc | Stock-Consumer Staples | 0.43% | -0.09% | -4.30% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.39% | -0.11% | -4.25% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.21% | -2.84% | |
| 48 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.37% | -0.05% | -3.71% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | -0.02% | +0.33% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | -0.04% | — |
According to official SEC Form 13F filings, MRWM Advisors, LLC reported a total U.S. public equity portfolio value of $243.3M across 74 disclosed positions in Q3 2025.
During Q3 2025, MRWM Advisors, LLC's top holdings by market value included VTI (14.6%)、IVV (8.5%)、SGOL (7.5%). The largest single position, VTI, represented 14.6% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, SGOL) accounted for 30.1% of total reported equity market value during Q3 2025.
In Q3 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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