Institutions / Mw Advisory, LLC
Mw Advisory, LLC
CIK 2149104 · Institution · as of Jun 30, 2026
Portfolio value
$250.26M
Positions
139
As of
Jun 30, 2026
Top holdings
Jun 30, 2026View all 139 →
| Company | Value | % of portfolio |
|---|---|---|
| Coca Cola Co | $62.19M | 24.8% |
| Invesco Exch Trd Slf Idx Fd | $16.55M | 6.6% |
| Janus International Group, Inc. | $12.12M | 4.8% |
| NVIDIA Corp | $10.79M | 4.3% |
| iShares Tr | $8.57M | 3.4% |
| Apple Inc. | $7.91M | 3.2% |
| Microsoft Corp | $7.87M | 3.1% |
| Vanguard Index Fds | $7.47M | 3.0% |
| Alphabet Inc. | $4.10M | 1.6% |
| Alphabet Inc. | $3.94M | 1.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $3.87M | 1.5% |
| Amazon.com Inc | $3.60M | 1.4% |
| State Str SPDR S&P 500 ETF T | $3.55M | 1.4% |
| Vanguard Index Fds | $3.15M | 1.3% |
| ELI LILLY & Co | $2.99M | 1.2% |
| Broadcom Inc. | $2.88M | 1.2% |
| Meta Platforms Inc | $2.76M | 1.1% |
| Morgan Stanley | $2.22M | 0.9% |
| iShares Inc | $2.15M | 0.9% |
| Warren E. Buffett | $2.11M | 0.8% |
| iShares Tr | $2.09M | 0.8% |
| Vanguard Index Fds | $2.09M | 0.8% |
| American Centy ETF Tr | $1.97M | 0.8% |
| Vanguard Whitehall Fds | $1.81M | 0.7% |
| Tesla Inc | $1.78M | 0.7% |
Activity
Jun 30, 2026
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.