§ 13F · FUND PROFILE
MPWM ADVISORY SOLUTIONS, LLC.
AUM · $218M (13F)Positions · 571Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET | 49K | $37M | 16.7% | −2% |
| 2 | SPTM | STATE STREET | 224K | $20M | 9.3% | +7% |
| 3 | QQQ | INVESCO QQQ | 15K | $11M | 5.0% | −2% |
| 4 | SPTL | STATE STREET | 359K | $9M | 4.3% | +3% |
| 5 | IWM | ISHARES RUSSELL | 25K | $7M | 3.4% | +5% |
| 6 | BUFQ | FIRST TRUST | 159K | $6M | 2.9% | +9% |
| 7 | CLOI | VANECK CLO | 104K | $5M | 2.5% | +4% |
| 8 | QQQM | INVESCO NASDAQ | 18K | $5M | 2.4% | +6% |
| 9 | DFUS | DIMENSIONAL US | 55K | $5M | 2.1% | −1% |
| 10 | XLI | STATE STREET | 24K | $4M | 2.0% | +14% |
§ 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 $218 million in assets. The fund runs a broad portfolio of 571 positions.
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