§ 13F · FUND PROFILE
MRWM Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $175.7T (13F)Positions · 74Turnover · — · Q3Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 78K | $25.7T | 14.6% | — |
| 2 | IVV | ISHARES TR | 22K | $14.9T | 8.5% | — |
| 3 | SGOL | ETFS GOLD TR | 356K | $13.1T | 7.5% | — |
| 4 | SPY | SPDR S&P 500 ETF TR | 15K | $10.1T | 5.7% | — |
| 5 | VXUS | VANGUARD STAR FDS | 130K | $9.6T | 5.4% | — |
| 6 | SCHD | SCHWAB STRATEGIC TR | 291K | $7.9T | 4.5% | — |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF | 162K | $7.1T | 4.0% | — |
| 8 | SCHG | SCHWAB STRATEGIC TR | 210K | $6.7T | 3.8% | — |
| 9 | USFR | WISDOMTREE TR | 132K | $6.6T | 3.8% | — |
| 10 | VBIL | VANGUARD INSTL INDEX FD | 84K | $6.4T | 3.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MRWM SIGNAL
AC read
MRWM Advisors, LLC is a Other fund managing $175652.7 trillion in assets. The fund runs a portfolio of 74 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed