Q2 2026 13F · SEC CIK 1732949

MRWM Advisors, LLC

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $243.3M
Reported positions: 80
Holdings vs S&P 500, 3 yrs: —
Assets under management: $431.7M

MRWM Advisors, LLC is a wealth manager that reported 80 positions worth $243.3M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Blackrock ETF Trust (GMMF, 17.5%), Vanguard Index Fds (VTI, 12.9%), Ishares Tr (IVV, 6.4%).

MRWM Advisors, LLC holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

MRWM Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GMMFBlackrock ETF Trust	17.5%	—	424,326	—	$42.6M
VTIVanguard Index Fds	12.9%	14.6%	85,151	+1.7%	$31.5M
IVVIshares Tr	6.4%	7.3%	20,771	+0.9%	$15.6M
SGOLEtfs Gold Tr	5.3%	7.9%	337,082	+2.7%	$12.9M
VTVVanguard Index Fds	4.4%	5.1%	49,467	+3.0%	$10.8M
VXUSVanguard Star Fds	4.0%	4.6%	112,404	+2.0%	$9.6M
CGGRCapital Group Growth ETF	3.8%	4.1%	196,670	+4.1%	$9.3M
SPYState Str Spdr S&p 500 ETF T	3.4%	3.8%	11,118	+2.4%	$8.3M
SGOVIshares Tr	3.3%	4.6%	79,821	-5.3%	$8.0M
SCHDSchwab Strategic Tr	2.9%	3.7%	224,534	+1.7%	$7.1M
NOBLProshares Tr	2.9%	3.3%	123,631	+115.0%	$6.9M
AAPLApple Inc	2.6%	3.0%	21,565	-0.8%	$6.2M
SCHGSchwab Strategic Tr	2.5%	2.8%	181,869	+2.1%	$6.2M
VBILVanguard Instl Index Fd	2.4%	3.4%	76,446	-7.3%	$5.8M
BILSpdr Series Trust	2.3%	3.2%	62,087	-3.6%	$5.7M
TIPIshares Tr	1.8%	2.4%	38,959	-3.4%	$4.3M
VIGVanguard Specialized Funds	1.7%	1.9%	17,597	+6.3%	$4.2M
VGSHVanguard Scottsdale Fds	1.3%	1.8%	55,296	-3.5%	$3.2M
CGDVCapital Group Dividend Value	0.8%	0.9%	38,341	-0.3%	$1.9M
HEFAIshares Tr	0.7%	0.8%	34,971	-2.3%	$1.6M
LRCXLam Research Corp	0.7%	0.7%	3,756	-39.9%	$1.6M
XLKSelect Sector Spdr Tr	0.6%	0.6%	8,088	-2.5%	$1.5M
GOOGLAlphabet Inc	0.6%	0.7%	4,136	-5.5%	$1.5M
ABBVAbbvie Inc	0.6%	0.7%	5,570	-5.1%	$1.4M
IBMInternational Business Machs	0.5%	0.7%	4,693	-5.4%	$1.3M
CSCOCisco Sys Inc	0.5%	0.6%	11,182	-25.4%	$1.3M
AVGOBroadcom Inc	0.5%	0.7%	3,402	-20.1%	$1.3M
EMXCIshares Inc	0.5%	0.5%	12,443	-3.0%	$1.3M
ETNEaton Corp PLC	0.5%	0.6%	2,900	-5.1%	$1.2M
VVisa Inc	0.5%	0.5%	3,191	-4.8%	$1.1M
MRKMerck & Co Inc	0.4%	0.6%	8,433	-6.0%	$1.1M
AMGNAmgen Inc	0.4%	0.6%	2,970	-5.4%	$1.1M
IWDIshares Tr	0.4%	0.5%	4,037	+0.0%	$979K
UNPUnion Pac Corp	0.4%	—	3,557	—	$968K
HDHome Depot Inc	0.4%	0.5%	2,711	-4.8%	$956K
KRKroger Co	0.4%	0.7%	16,627	-5.0%	$923K
XLFSelect Sector Spdr Tr	0.4%	0.5%	16,630	-2.0%	$892K
LMTLockheed Martin Corp	0.4%	0.6%	1,702	-5.8%	$867K
BMYBristol-Myers Squibb Co	0.4%	0.5%	14,865	-3.0%	$857K
MCDMcdonalds Corp	0.3%	0.6%	3,109	-5.2%	$840K
SBUXStarbucks Corp	0.3%	0.4%	8,212	-5.8%	$839K
LOWLowes Cos Inc	0.3%	0.5%	3,793	-5.1%	$836K
PGProcter & Gamble Co	0.3%	0.5%	5,656	-6.7%	$829K
SCHWCharles Schwab Corp (the)	0.3%	0.5%	8,741	-3.0%	$807K
MDYState Str Spdr S&p Midcap 40	0.3%	0.4%	1,104	+3.4%	$776K
MDTMedtronic PLC	0.3%	0.5%	9,582	-6.2%	$750K
XOMExxon Mobil Corp	0.3%	0.5%	5,277	-5.3%	$721K
QCOMQualcomm Inc	0.3%	0.4%	3,854	-30.5%	$712K
NTAPNetapp Inc	0.3%	0.4%	4,497	-33.8%	$696K
AOAIshares Tr	0.3%	0.3%	6,878	+0.0%	$671K

What MRWM Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.3% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$243.3M	80
Q1 2026	$184.4M	74
Q4 2025	$186.3M	76
Q3 2025	$175.7M	74
Q2 2025	$159.8M	72
Q1 2025	$143.9M	74

Questions about MRWM Advisors, LLC's portfolio

What stocks does MRWM Advisors, LLC own?

MRWM Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 80 positions worth $243.3M. The largest are Blackrock ETF Trust (GMMF) at 17.5%, Vanguard Index Fds (VTI) at 12.9%, Ishares Tr (IVV) at 6.4%, Etfs Gold Tr (SGOL) at 5.3% and Vanguard Index Fds (VTV) at 4.4%.

What did MRWM Advisors, LLC buy last quarter?

In Q2 2026, MRWM Advisors, LLC added Proshares Tr (NOBL) (+115.0% shares) and Vanguard Specialized Funds (VIG) (+6.3% shares), compared with its Q1 2026 filing.

What did MRWM Advisors, LLC sell last quarter?

In Q2 2026, MRWM Advisors, LLC cut from its top 50 Microsoft Corp (MSFT), cut from its top 50 Colgate Palmolive Co (CL), Lam Research Corp (LRCX) (-39.9% shares), Netapp Inc (NTAP) (-33.8% shares) and Qualcomm Inc (QCOM) (-30.5% shares), compared with its Q1 2026 filing.

When is MRWM Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. MRWM Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does MRWM Advisors, LLC manage?

MRWM Advisors, LLC reported $431.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $243.3M.