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Mpwm Advisory Solutions - Q1 2026 13F Filings

MP

Mpwm Advisory Solutions, LLC

CIK: 0002056693
Address: Georgia Alpharetta 8000 Avalon Blvd., Ste 100
$188.76 M
Portfolio Value
577
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SPMO Invesco S&P 500 Momentum Etf
+$3.51 M
2. GRNY Fundstrat Granny Shots Us Large Cap Etf
+$2.96 M
3. SPTL Spdr Portfolio Long Term Treasury Etf
+$2.8 M
4. IVE Ishares S&P 500 Value Etf
+$2.58 M
5. IDMO Invesco S&P International Developed Momentum Etf
+$2.16 M

Top Sells

Q1 2026
1. CDL Victoryshares Us Large Cap H
−$32.64 M
2. CGGR Capital Group Growth Etf
−$2.62 M
3. QQQM Invesco Nasdaq 100 Etf
−$2.04 M
4. EFA Ishares Msci Eafe Etf
−$1.86 M
5. IJH Ishares Core S&P Mid-Cap Etf
−$1.47 M

Asset Allocation

Stocks/ETFs
+4.89%
$186.39 M 98.75%
Options
$0 0.00%
Debt
-6.05%
$13,625 0.01%
Other
+31.67%
$2.35 M 1.24%

Sector Allocation (Stocks)

Mpwm Advisory Solutions Q1 2026 Filing Summary

Mpwm Advisory Solutions, LLC filed its 13F report for Q1 2026 on May 13, 2026. The portfolio totaled 188.76 M reflecting a +5.14% change from the prior quarter, spanning 577 assets. The top 10 holdings comprised 50.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 65 new positions and 27 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Mpwm Advisory Solutions’s Q1 2026 Filing

Mpwm Advisory Solutions submitted their Form 13F-HR for the Q1 2026 period on 05/13/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Mpwm Advisory Solutions reported a managed portfolio value of 188.76 M, consisting of 577 individual positions.

This page displays the raw filing documents. To see which stocks Mpwm Advisory Solutions bought or sold during Q1 2026, please visit Mpwm Advisory Solutions's Portfolio Analysis page.