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CIK: 0001732949
Total reported value
$243.3M
$243.3M
76 檔
30.4%
According to the latest 13F quarterly dataset, MRWM Advisors, LLC managed an equity portfolio of $243.3M at the end of Q4 2025, spanning 76 distinct U.S. exchange-listed positions.
In Q4 2025, MRWM Advisors, LLC adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.79% | -1.61% | +4.99% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.56% | -0.90% | -7.56% | |
| 3 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 7.50% | -2.64% | -4.29% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.43% | -0.42% | -2.07% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.35% | -0.66% | -17.47% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 4.29% | -0.30% | +11.23% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 4.17% | -0.45% | +197.68% | |
| 8 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 3.69% | -1.00% | +7.86% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.56% | -0.06% | -0.06% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.46% | -0.68% | +79.03% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.26% | -0.74% | -23.81% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.22% | -0.43% | -6.24% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.13% | -0.28% | -14.87% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.95% | -0.86% | +36.47% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.51% | -0.66% | +0.58% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.70% | -0.22% | — | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.49% | -0.50% | -21.72% | |
| 18 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.01% | — | +0.35% | |
| 19 | CGDV | Cap Group Dividend Value | ETF-Other | 0.94% | -0.11% | -1.83% | |
| 20 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.82% | -0.15% | +0.71% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | -0.18% | -0.62% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.79% | -0.11% | -0.28% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -0.07% | -13.03% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | -0.11% | -0.57% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.68% | +0.03% | +100.00% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.10% | +0.45% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.63% | -0.09% | -0.32% | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 0.59% | -0.05% | -0.48% | |
| 29 | KR | Kroger Co | Stock-Consumer Staples | 0.59% | -0.31% | -0.29% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.16% | -0.75% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.20% | -0.83% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.12% | -2.40% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.53% | -0.17% | -0.31% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | -0.10% | -0.62% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.53% | -0.08% | -0.58% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.51% | -0.08% | — | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.17% | -4.60% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.10% | +3.19% | |
| 39 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.49% | -0.13% | +55.21% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.48% | -0.23% | -0.97% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.13% | -9.15% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | -0.07% | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.13% | -7.78% | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.44% | -1.30% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.21% | +0.15% | |
| 46 | NTAP | Netapp Inc | Stock-Tech | 0.38% | -0.09% | -1.10% | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.33% | -0.05% | -6.36% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.02% | -1.99% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.32% | -0.04% | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.28% | -0.04% | -4.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NOBL | Proshares S&p 500 Dividend A | +2.7% | +197.68% | Add |
| 2 | VTV | Vanguard Value ETF | +1.5% | +79.03% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +36.47% | Add |
| 4 | CGGR | Cap Group Growth Equity | +0.3% | +11.23% | Add |
| 5 | SCHW | Schwab (charles) CORP | +0.2% | +55.21% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +4.99% | Add |
| 7 | LRCX | Lam Research CORP | +0.1% | -0.48% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.1% | +32.17% | Add |
| 9 | SGOL | Abrdn Physical Gold Shares | +0.1% | -4.29% | Trim |
| 10 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | +7.86% | Add |
| 11 | AMGN | Amgen Inc | +0.1% | -0.75% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | -13.03% | Trim |
| 13 | CSCO | Cisco Systems Inc | 0% | -0.32% | Trim |
| 14 | MRK | Merck & Co. Inc. | 0% | -9.15% | Trim |
| 15 | FOXA | Fox CORP - Class A | 0% | +1.24% | Add |
| 16 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 17 | GILD | Gilead Sciences Inc | 0% | +0.61% | Add |
| 18 | XOM | Exxon Mobil CORP | — | +0.15% | Add |
| 19 | VHT | Vanguard Health Care ETF | — | — | Unchanged |
| 20 | RSP | Invesco S&p 500 Equal Weight | — | +5.66% | Add |
| 21 | AOR | Ishares Core 60/40 Balanced | — | -0.14% | Trim |
| 22 | DVY | Ishares Select Dividend ETF | — | — | Unchanged |
| 23 | HEFA | Isha Curr Hedged Msci Eafe | 0% | +0.71% | Add |
| 24 | IBM | Intl Business Machines CORP | 0% | -0.28% | Trim |
| 25 | AVGO | Broadcom Inc | 0% | -0.62% | Trim |
| 26 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 27 | TSLA | Tesla Inc | 0% | +1.49% | Add |
| 28 | CGUS | Cap Group Core Equity | 0% | +0.12% | Add |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +0.35% | Add |
| 32 | BND | Vanguard Total Bond Market | 0% | -0.95% | Trim |
| 33 | CVX | Chevron CORP | 0% | +0.22% | Add |
| 34 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 35 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 36 | V | Visa Inc-class A Shares | 0% | +0.45% | Add |
| 37 | QCOM | Qualcomm Inc | 0% | -0.62% | Trim |
| 38 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 39 | XLC | Ss Comm Select Sector Spdr | 0% | — | Unchanged |
| 40 | XLY | Ss Consumer Disc Select Sect | 0% | +100.00% | Add |
| 41 | XLK | Ss Technology Select Sector | 0% | +100.00% | Add |
| 42 | MDY | State Street Spdr S&p Midcap | 0% | -4.57% | Trim |
| 43 | NVDA | Nvidia CORP | 0% | -1.99% | Trim |
| 44 | MDT | Medtronic plc | 0% | -0.31% | Trim |
| 45 | MCD | Mcdonald's CORP | 0% | -0.83% | Trim |
| 46 | CGDV | Cap Group Dividend Value | 0% | -1.83% | Trim |
| 47 | AOA | Ishares Core 80/20 Aggressiv | 0% | -6.36% | Trim |
| 48 | META | Meta Platforms Inc-class A | -0.1% | -19.27% | Trim |
| 49 | LMT | Lockheed Martin CORP | -0.1% | -0.97% | Trim |
| 50 | MSFT | Microsoft CORP | -0.1% | +3.19% | Add |
According to official SEC Form 13F filings, MRWM Advisors, LLC reported a total U.S. public equity portfolio value of $243.3M across 76 disclosed positions in Q4 2025.
During Q4 2025, MRWM Advisors, LLC's top holdings by market value included VTI (14.8%)、IVV (7.6%)、SGOL (7.5%). The largest single position, VTI, represented 14.8% of total portfolio value.
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 VTI, IVV, SGOL) accounted for 30.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
VIG
市值: $3.2M
Top Position Liquidated / Trimmed
IUSG
前期市值: $219.3K
In Q4 2025, MRWM Advisors, LLC made 68 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 39 holdings, and fully liquidating 2 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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