Institutions / Mpwm Advisory Solutions, LLC

Mpwm Advisory Solutions, LLC

CIK 2056693 · Institution · as of Dec 31, 2025

Portfolio value

$179.50M

Positions

536

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 536 →

Company	Class	Value	Shares	% of portfolio
SPDR S&P	—	$33.37M	48,935	18.6%
State Street	—	$16.82M	203,937	9.4%
Invesco Qqq	—	$8.13M	13,240	4.5%
Invesco Nasdaq	—	$6.37M	25,180	3.5%
State Street	—	$6.37M	240,539	3.5%
iShares Russell	—	$5.71M	23,216	3.2%
First Trust	—	$5.47M	152,662	3.0%
VanEck Clo	—	$4.85M	91,906	2.7%
State Street	—	$4.44M	28,651	2.5%
Dimensional US	—	$4.20M	56,576	2.3%
State Street	—	$4.12M	38,644	2.3%
iShares MSCI UAE ETF	—	$3.51M	65,011	2.0%
Victoryshares US	—	$3.36M	487,878	1.9%
Capital Group	—	$3.30M	74,191	1.8%
First Trust	—	$3.05M	79,689	1.7%
Apple Inc.	—	$2.56M	9,429	1.4%
NVIDIA Corp	—	$2.43M	13,026	1.4%
iShares Treasury	—	$2.23M	44,122	1.2%
First Trust	—	$2.15M	30,098	1.2%
iShares MSCI	—	$1.86M	19,342	1.0%
PIMCO Ehnanced	—	$1.75M	17,469	1.0%
iShares Core	—	$1.71M	25,905	1.0%
Amazon.com Inc	—	$1.40M	6,079	0.8%
Vanguard Mega	—	$1.36M	5,411	0.8%
Schwab Short	—	$1.26M	51,599	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.