Mpwm Advisory Solutions, LLC (CIK: 0002056693) is a financial institution headquartered at 8000 Avalon Blvd., Ste 100, , Alpharetta, Georgia 30009. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $218.39 M, comprising 571 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 51.3%. Quarterly turnover: 3.4%. ▲ 30 new, +114 added, −90 reduced, ×35 exited.

Top Buys

Q2 2026

1. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf

+$1.38 M

2. OUNZ Vaneck Merk Gold Etf

+$839,334.87

3. VO Vanguard Mid-Cap Etf

+$821,491.15

4. MSFT Microsoft Corporation

+$604,672.36

5. MGK Vanguard Mega Cap Growth Etf

+$564,733.6

Top Sells

Q2 2026

1. SPMO Invesco S&P 500 Momentum Etf

−$900,567.36

2. SPY Spdr S&P 500 Etf Trust

−$568,297.55

3. QGRO American Century Us Quality Growth Etf

−$469,576.33

4. MRVL Marvell Technology

−$363,491.49

5. SPYG Spdr Portfolio S&P 500 Growth Etf

−$230,719.49

Stocks/ETFs

+15.64%

$215.54 M 98.69%

Options

$0 0.00%

Debt

+3.73%

$14,133 0.01%

Other

+20.83%

$2.84 M 1.30%

Name	Shares	Market Value	Weight	Change	Activity
Spdr S&P 500 Etf Trust ETF-SPY	48,890	$36.51 M	16.72%	▼ 761	Reduce -1.5%
Spdr Portfolio S&P 1500 Composite Stock Market Etf ETF-SPTM	223,805	$20.32 M	9.30%	▲ 15,213	Add 7.3%
Invesco Qqq Trust Series I ETF-QQQ	14,779	$10.88 M	4.98%	▼ 302	Reduce -2.0%
Spdr Portfolio Long Term Treasury Etf ETF-SPTL	358,826	$9.41 M	4.31%	▲ 11,669	Add 3.4%
Ishares Russell 2000 Etf ETF-IWM	24,697	$7.42 M	3.40%	▲ 1,205	Add 5.1%
Ft Vest Laddered Nasdaq Buffer Etf ETF-BUFQ	158,667	$6.23 M	2.85%	▲ 12,915	Add 8.9%
Vaneck Clo Etf ETF-CLOI	103,696	$5.49 M	2.51%	▲ 4,439	Add 4.5%
Invesco Nasdaq 100 Etf ETF-QQQM	17,655	$5.35 M	2.45%	▲ 1,075	Add 6.5%
Dimensional Us Equity Market Etf ETF-DFUS	55,190	$4.52 M	2.07%	▼ 434	Reduce -0.8%
Industrial Select Sector Spdr Fund ETF-XLI	24,006	$4.45 M	2.04%	▲ 2,977	Add 14.2%

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Mpwm Advisory Solutions, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Mpwm Advisory Solutions, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Mpwm Advisory Solutions, LLC Quarterly 13F Statistics

Discover detailed insights into Mpwm Advisory Solutions, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Mpwm Advisory Solutions, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Mpwm Advisory Solutions, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Mpwm Advisory Solutions, LLC 13F Filings, Portfolio & Analysis

Mpwm Advisory Solutions, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Mpwm Advisory Solutions, LLC's Portfolio

Mpwm Advisory Solutions, LLC Quarterly 13F Statistics

Mpwm Advisory Solutions, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)