Institutions / MRWM Advisors, LLC
MRWM Advisors, LLC
CIK 1732949 · Institution · as of Dec 31, 2025
Portfolio value
$186.33M
Positions
76
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 76 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $27.56M | 14.8% |
| iShares Tr | $14.09M | 7.6% |
| Etfs Gold Tr | $13.98M | 7.5% |
| SPDR S&P 500 ETF Tr | $10.12M | 5.4% |
| Vanguard Star Fds | $8.11M | 4.4% |
| Capital Group Growth ETF | $8.00M | 4.3% |
| ProShares Tr | $7.77M | 4.2% |
| Vanguard Instl Index Fd | $6.87M | 3.7% |
| WisdomTree Tr | $6.63M | 3.6% |
| Vanguard Index Fds | $6.44M | 3.5% |
| Schwab Strategic Tr | $6.07M | 3.3% |
| Apple Inc. | $6.01M | 3.2% |
| Schwab Strategic Tr | $5.83M | 3.1% |
| SPDR Series Trust | $5.50M | 3.0% |
| iShares Tr | $4.68M | 2.5% |
| Vanguard Specialized Funds | $3.17M | 1.7% |
| Vanguard Scottsdale Fds | $2.78M | 1.5% |
| iShares Tr | $1.89M | 1.0% |
| Capital Group Dividend Value | $1.75M | 0.9% |
| iShares Tr | $1.53M | 0.8% |
| Broadcom Inc. | $1.50M | 0.8% |
| International Business Machines Corp | $1.48M | 0.8% |
| Alphabet Inc. | $1.44M | 0.8% |
| AbbVie Inc. | $1.36M | 0.7% |
| Select Sector SPDR Tr | $1.27M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.