§ 13F · FUND PROFILE
MPWM ADVISORY SOLUTIONS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $168.2T (13F)Positions · 534Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P | 49K | $33.4T | 18.6% | −12% |
| 2 | SPTM | STATE STREET | 204K | $16.8T | 9.4% | +2% |
| 3 | QQQ | INVESCO QQQ | 13K | $8.1T | 4.5% | −2% |
| 4 | QQQM | INVESCO NASDAQ | 25K | $6.4T | 3.5% | +2% |
| 5 | SPTL | STATE STREET | 241K | $6.4T | 3.5% | +1% |
| 6 | IWM | ISHARES RUSSELL | 23K | $5.7T | 3.2% | +62% |
| 7 | BUFQ | FIRST TRUST | 153K | $5.5T | 3.0% | +71% |
| 8 | CLOI | VANECK CLO | 92K | $4.9T | 2.7% | +74% |
| 9 | XLI | STATE STREET | 29K | $4.4T | 2.5% | ±0% |
| 10 | DFUS | DIMENSIONAL US | 57K | $4.2T | 2.3% | −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 $168176.4 trillion in assets. The fund runs a broad portfolio of 534 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed