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Mpwm Advisory Solutions - Q2 2026 13F Filings

MP

Mpwm Advisory Solutions, LLC

CIK: 0002056693
Address: Georgia Alpharetta 8000 Avalon Blvd., Ste 100
$218.39 M
Portfolio Value
571
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

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

Asset Allocation

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%

Sector Allocation (Stocks)

Mpwm Advisory Solutions Q2 2026 Filing Summary

Mpwm Advisory Solutions, LLC filed its 13F report for Q2 2026 on August 13, 2026. The portfolio totaled 218.39 M reflecting a +15.70% change from the prior quarter, spanning 571 assets. The top 10 holdings comprised 51.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 30 new positions and 35 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Mpwm Advisory Solutions’s Q2 2026 Filing

Mpwm Advisory Solutions submitted their Form 13F-HR for the Q2 2026 period on 08/13/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Mpwm Advisory Solutions reported a managed portfolio value of 218.39 M, consisting of 571 individual positions.

This page displays the raw filing documents. To see which stocks Mpwm Advisory Solutions bought or sold during Q2 2026, please visit Mpwm Advisory Solutions's Portfolio Analysis page.