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CIK: 0001732949
Total reported value
$243.3M
$243.3M
74 檔
30.0%
As reported in its official Q1 2026 Form 13F filing, MRWM Advisors, LLC's tracked investment portfolio stood at $243.3M with 74 total positions.
In Q1 2026, MRWM Advisors, LLC adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SGOL, IVV) accounted for 30.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.56% | -1.61% | +1.86% | |
| 2 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 7.94% | -2.64% | -3.54% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.29% | -0.90% | +0.10% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.11% | -0.68% | +42.41% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.61% | -0.66% | +2.53% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.60% | -1.30% | +932.93% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 4.12% | -0.30% | +5.08% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.83% | -0.42% | -26.80% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.67% | -0.74% | -0.25% | |
| 10 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 3.38% | -1.00% | -9.46% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.30% | -0.45% | -23.01% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.20% | -0.86% | +7.07% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.99% | -0.43% | -1.64% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.81% | -0.28% | -0.36% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.41% | -0.66% | -5.24% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.93% | -0.22% | +14.78% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.82% | -0.50% | +20.95% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-Other | 0.89% | -0.11% | -4.11% | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.82% | -0.15% | -3.20% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 0.72% | -0.05% | -3.38% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | -0.18% | -1.96% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | -0.11% | -1.61% | |
| 23 | KR | Kroger Co | Stock-Consumer Staples | 0.69% | -0.31% | -0.57% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | -0.07% | -4.64% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | -0.11% | -0.66% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.63% | -0.09% | -1.28% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.16% | -1.20% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.03% | -6.35% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.59% | -0.08% | -1.20% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | -0.23% | -1.69% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.13% | +7.65% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.20% | -1.41% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.10% | -0.56% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.55% | -0.03% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.21% | -8.75% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.17% | +2.04% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.12% | -2.86% | |
| 38 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.50% | -0.15% | +122.76% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.48% | -0.17% | -1.24% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.13% | +5.67% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.47% | -0.07% | +1.46% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.46% | -0.13% | -1.27% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.45% | -0.08% | -2.26% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.42% | -0.08% | +108.09% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.39% | -0.10% | -3.98% | |
| 46 | NTAP | Netapp Inc | Stock-Tech | 0.38% | -0.09% | +1.83% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.10% | -2.15% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.36% | -0.04% | +21.64% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.33% | -0.05% | -0.15% | |
| 50 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.32% | -0.06% | +129.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +4.2% | +932.93% | Add |
| 2 | VTV | Vanguard Value ETF | +1.7% | +42.41% | Add |
| 3 | SGOL | Abrdn Physical Gold Shares | +0.4% | -3.54% | Trim |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.4% | -0.25% | Trim |
| 5 | VGSH | Vanguard Short-term Treasury | +0.3% | +20.95% | Add |
| 6 | BMY | Bristol-myers Squibb Co | +0.3% | +122.76% | Add |
| 7 | VXUS | Vanguard Total Intl Stock | +0.3% | +2.53% | Add |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +7.07% | Add |
| 9 | SBUX | Starbucks CORP | +0.2% | +108.09% | Add |
| 10 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +14.78% | Add |
| 11 | CL | Colgate-palmolive Co | +0.2% | +129.74% | Add |
| 12 | CMCSA | Comcast Corp-class A | +0.2% | +128.79% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | -3.38% | Trim |
| 14 | GIS | General Mills Inc | +0.1% | +123.66% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | -8.75% | Trim |
| 16 | LMT | Lockheed Martin CORP | +0.1% | -1.69% | Trim |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +7.65% | Add |
| 18 | KR | Kroger Co | +0.1% | -0.57% | Trim |
| 19 | MDY | State Street Spdr S&p Midcap | +0.1% | +21.64% | Add |
| 20 | ETN | Eaton Corporation plc | +0.1% | -1.20% | Trim |
| 21 | SU | Suncor Energy Inc | +0.1% | — | Unchanged |
| 22 | AMGN | Amgen Inc | 0% | -1.20% | Trim |
| 23 | CVX | Chevron CORP | 0% | -6.52% | Trim |
| 24 | PG | Procter & Gamble Co/the | 0% | +5.67% | Add |
| 25 | RSP | Invesco S&p 500 Equal Weight | 0% | +10.97% | Add |
| 26 | BND | Vanguard Total Bond Market | 0% | +12.57% | Add |
| 27 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 28 | IWD | Ishares Russell 1000 Value E | 0% | +1.46% | Add |
| 29 | GLD | Spdr Gold Shares | 0% | -2.36% | Trim |
| 30 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 31 | NTAP | Netapp Inc | — | +1.83% | Add |
| 32 | VHT | Vanguard Health Care ETF | — | — | Unchanged |
| 33 | HEFA | Isha Curr Hedged Msci Eafe | — | -3.20% | Trim |
| 34 | AOA | Ishares Core 80/20 Aggressiv | — | -0.15% | Trim |
| 35 | CSCO | Cisco Systems Inc | — | -1.28% | Trim |
| 36 | META | Meta Platforms Inc-class A | — | +12.08% | Add |
| 37 | MCD | Mcdonald's CORP | — | -1.41% | Trim |
| 38 | VO | Vanguard Mid-cap ETF | — | — | Unchanged |
| 39 | AOR | Ishares Core 60/40 Balanced | — | — | Unchanged |
| 40 | CGUS | Cap Group Core Equity | — | +5.04% | Add |
| 41 | LOW | Lowe's Cos Inc | — | +2.04% | Add |
| 42 | XLC | Ss Comm Select Sector Spdr | 0% | — | Unchanged |
| 43 | VOO | Vanguard S&p 500 ETF | 0% | -11.24% | Trim |
| 44 | XLY | Ss Consumer Disc Select Sect | 0% | — | Unchanged |
| 45 | HD | Home Depot Inc | 0% | -2.86% | Trim |
| 46 | SCHW | Schwab (charles) CORP | 0% | -1.27% | Trim |
| 47 | FOXA | Fox CORP - Class A | 0% | — | Unchanged |
| 48 | ABBV | Abbvie Inc | 0% | -1.61% | Trim |
| 49 | CGDV | Cap Group Dividend Value | -0.1% | -4.11% | Trim |
| 50 | MDT | Medtronic plc | -0.1% | -1.24% | Trim |
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 Q1 2026.
During Q1 2026, MRWM Advisors, LLC's top holdings by market value included VTI (14.6%)、SGOL (7.9%)、IVV (7.3%). The largest single position, VTI, represented 14.6% 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.
Top New Position Initiated
EMXC
市值: $1.0M
Top Position Liquidated / Trimmed
TFLO
前期市值: $1.9M
In Q1 2026, MRWM Advisors, LLC made 70 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 38 holdings, and fully liquidating 5 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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