§ 13F · FUND PROFILE
MPWM ADVISORY SOLUTIONS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $168M (13F)Positions · 534Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET | 50K | $32M | 17.1% | +1% |
| 2 | SPTM | STATE STREET | 209K | $16M | 8.7% | +2% |
| 3 | SPTL | STATE STREET | 347K | $9M | 4.8% | +44% |
| 4 | QQQ | INVESCO QQQ | 15K | $9M | 4.6% | +14% |
| 5 | IWM | ISHARES RUSSELL | 23K | $6M | 3.1% | +1% |
| 6 | CLOI | VANECK CLO | 99K | $5M | 2.8% | +8% |
| 7 | BUFQ | FIRST TRUST | 146K | $5M | 2.7% | −5% |
| 8 | DFUS | DIMENSIONAL US | 56K | $4M | 2.1% | −2% |
| 9 | QQQM | INVESCO NASDAQ | 17K | $4M | 2.1% | −34% |
| 10 | SPYG | STATE STREET | 38K | $4M | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MPWM SIGNAL
AC read
MPWM ADVISORY SOLUTIONS, LLC is a Other fund managing $168 million in assets. The fund runs a broad portfolio of 534 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed