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Mpwm Advisory Solutions - Q4 2025 13F Filings

MP

Mpwm Advisory Solutions, LLC

CIK: 0002056693
Address: Georgia Alpharetta 8000 Avalon Blvd., Ste 100
$179.53 M
Portfolio Value
537
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. SPYG Spdr Portfolio S&P 500 Growth Etf
+$4.11 M
2. CDL Victoryshares Us Large Cap H
+$3.36 M
3. CGGR Capital Group Growth Etf
+$2.93 M
4. BUFQ Ft Vest Laddered Nasdaq Buffer Etf
+$2.28 M
5. IWM Ishares Russell 2000 Etf
+$2.18 M

Top Sells

Q4 2025
1. SFLR Innovator Equity Managed Floor Etf
−$4.56 M
2. SPY Spdr S&P 500 Etf Trust
−$4.39 M
3. SPYV Spdr Portfolio S&P 500 Value Etf
−$1.88 M
4. BUFF Innovator Laddered Allocation Power Buffer Etf
−$631,227.6
5. JNJ Johnson & Johnson
−$400,696.86

Asset Allocation

Stocks/ETFs
+9.99%
$177.7 M 98.98%
Options
+100.00%
$25,371 0.01%
Debt
+100.00%
$14,503 0.01%
Other
-73.02%
$1.78 M 0.99%

Sector Allocation (Stocks)

Mpwm Advisory Solutions Q4 2025 Filing Summary

Mpwm Advisory Solutions, LLC filed its 13F report for Q4 2025 on February 17, 2026. The portfolio totaled 179.53 M reflecting a +6.75% change from the prior quarter, spanning 537 assets. The top 10 holdings comprised 53.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 58 new positions and 30 complete exits.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Mpwm Advisory Solutions’s Q4 2025 Filing

Mpwm Advisory Solutions submitted their Form 13F-HR for the Q4 2025 period on 02/17/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Mpwm Advisory Solutions reported a managed portfolio value of 179.53 M, consisting of 537 individual positions.

This page displays the raw filing documents. To see which stocks Mpwm Advisory Solutions bought or sold during Q4 2025, please visit Mpwm Advisory Solutions's Portfolio Analysis page.