MRWM Advisors, LLC

CIK

1732949

Location

NASHVILLE, TN

Portfolio Value

Micro $58,985,813

Diversification

Diversified

Filing Date

Global Rank

#6,754 / 8,517 ▼ 515

Top Industry

Consumer Electronics 17.0%

3Y Alpha vs SPY

-0.4%

Period ended 46 days ago

Filed Jul 29, 2026 · 17d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+26.2%

SPY

+27.3%

Annualised alpha

-0.7%

Max drawdown

−12.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.8%

+5.8 pts

Top 5

51.8%

+3.6 pts

Top 10

62.9%

−5.0 pts

HHI

874

Diversified+224

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.8%	$22,270,369	4
Technology	24.9%	$14,715,828	10
Healthcare	9.9%	$5,864,449	7
Consumer Cyclical	7.6%	$4,503,762	6
Industrials	6.0%	$3,549,221	5
Consumer Defensive	4.8%	$2,852,592	4
Communication Services	3.6%	$2,148,468	3
Financial Services	3.2%	$1,901,332	2
Energy	2.0%	$1,179,792	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
SGOL	abrdn Gold ETF Trust	+8,785	337,082	$12,886,644
SPY	Spdr S&P 500 ETF Trust	+258	11,118	$8,302,588
MDY	Spdr S&P Midcap 400 ETF Trust	+36	1,104	$776,487
FOXA	Fox Corp	+11	3,851	$200,868
SU	Suncor Energy Inc	+8	4,638	$248,967
GILD	Gilead Sciences, Inc.	+4	1,988	$251,163
CVX	Chevron Corp	+2	1,263	$209,354
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−3,809	11,182	$1,313,437
LRCX	Lam Research Corp	−2,498	3,756	$1,627,587
NTAP	NetApp, Inc.	−2,297	4,497	$695,955
QCOM	Qualcomm Inc/De	−1,689	3,854	$712,180
KR	Kroger Co	−881	16,627	$923,297
AVGO	Broadcom Inc.	−856	3,402	$1,285,105
MDT	Medtronic plc	−633	9,582	$749,599
MRK	Merck & Co., Inc.	−535	8,433	$1,083,640
SBUX	Starbucks Corp	−507	8,212	$839,184
CMCSA	Comcast Corp	−471	19,125	$469,518
BMY	Bristol Myers Squibb Co	−461	14,865	$856,521
GIS	General Mills Inc	−449	13,626	$474,184
PG	PROCTER & GAMBLE Co	−406	5,656	$829,395
ABBV	AbbVie Inc.	−302	5,570	$1,401,634
XOM	ExxonMobil Holdings Corp	−294	5,277	$721,471
IBM	International Business Machines Corp	−269	4,693	$1,319,718
SCHW	Schwab Charles Corp	−268	8,741	$806,532
GOOGL	Alphabet Inc.	−243	4,136	$1,478,082
LOW	Lowes Companies Inc	−205	3,793	$836,318
AAPL	Apple Inc.	−176	21,565	$6,240,048
CL	Colgate Palmolive Co	−173	6,825	$625,716
AMGN	Amgen Inc	−171	2,970	$1,075,496
MCD	Mcdonalds Corp	−171	3,109	$840,393
V	Visa Inc.	−161	3,191	$1,094,800
ETN	Eaton Corp plc	−155	2,900	$1,235,748
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
UNP	Union Pacific Corp	3,557	$967,504
TOL	Toll Brothers, Inc.	3,513	$578,766
STX	Seagate Technology Holdings plc	509	$491,185
SPCX	Space Exploration Technologies Corp	1,481	$253,043
GWW	W.W. Grainger, Inc.	166	$225,826
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	110,205	$8,497,907
CGGR	Capital Group Growth ETF	188,998	$7,595,829
VBIL	Vanguard 0-3 Month Treasury Bill ETF	82,505	$6,241,503
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	64,423	$5,903,723
VIG	Vanguard Dividend Appreciation ETF	16,561	$3,561,608
CGDV	Capital Group Dividend Value ETF	38,474	$1,636,683
AOA	iShares Core 80/20 Aggressive Allocation ETF	6,875	$608,368
CGUS	Capital Group Core Equity ETF	12,666	$486,627
COP	Conocophillips	1,751	$231,132
META	Meta Platforms, Inc.	371	$212,260
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $58,985,813 total · filing declares 80 positions · $243,306,197 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SGOL	abrdn Gold ETF Trust	Added	337,082	+8,785	$12,886,644	−12.0%	21.85%
SPY	Spdr S&P 500 ETF Trust	Added	11,118	+258	$8,302,588	+17.6%	14.08%
AAPL	Apple Inc. Technology	Reduced	21,565	-176	$6,240,048	+13.1%	10.58%
LRCX	Lam Research Corp Technology	Reduced	3,756	-2,498	$1,627,587	+21.8%	2.76%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,136	-243	$1,478,082	+17.4%	2.51%
ABBV	AbbVie Inc. Healthcare	Reduced	5,570	-302	$1,401,634	+9.8%	2.38%
IBM	International Business Machines Corp Technology	Reduced	4,693	-269	$1,319,718	+9.7%	2.24%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,182	-3,809	$1,313,437	+12.9%	2.23%
AVGO	Broadcom Inc. Technology	Reduced	3,402	-856	$1,285,105	−2.5%	2.18%
ETN	Eaton Corp plc Industrials	Reduced	2,900	-155	$1,235,748	+13.1%	2.09%
V	Visa Inc. Financial Services	Reduced	3,191	-161	$1,094,800	+8.1%	1.86%
MRK	Merck & Co., Inc. Healthcare	Reduced	8,433	-535	$1,083,640	+0.5%	1.84%
AMGN	Amgen Inc Healthcare	Reduced	2,970	-171	$1,075,496	−2.7%	1.82%
UNP	Union Pacific Corp Industrials	NEW	3,557	NEW	$967,504	NEW	1.64%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,711	-138	$956,115	+2.0%	1.62%
KR	Kroger Co Consumer Defensive	Reduced	16,627	-881	$923,297	−27.1%	1.57%
LMT	Lockheed Martin Corp Industrials	Reduced	1,702	-105	$867,100	−20.6%	1.47%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	14,865	-461	$856,521	−7.9%	1.45%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,109	-171	$840,393	−17.6%	1.42%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	8,212	-507	$839,184	+7.4%	1.42%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	3,793	-205	$836,318	−11.5%	1.42%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,656	-406	$829,395	−5.3%	1.41%
SCHW	Schwab Charles Corp Financial Services	Reduced	8,741	-268	$806,532	−4.7%	1.37%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,104	+36	$776,487	+17.9%	1.32%
MDT	Medtronic plc Healthcare	Reduced	9,582	-633	$749,599	−15.3%	1.27%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,277	-294	$721,471	−23.7%	1.22%
QCOM	Qualcomm Inc/De Technology	Reduced	3,854	-1,689	$712,180	−0.2%	1.21%
NTAP	NetApp, Inc. Technology	Reduced	4,497	-2,297	$695,955	+0.0%	1.18%
MSFT	Microsoft Corp Technology	Reduced	1,792	-76	$668,451	−3.3%	1.13%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	6,825	-173	$625,716	+4.9%	1.06%
TOL	Toll Brothers, Inc. Consumer Cyclical	NEW	3,513	NEW	$578,766	NEW	0.98%
STX	Seagate Technology Holdings plc Technology	NEW	509	NEW	$491,185	NEW	0.83%
GIS	General Mills Inc Consumer Defensive	Reduced	13,626	-449	$474,184	−9.5%	0.80%
CMCSA	Comcast Corp Communication Services	Reduced	19,125	-471	$469,518	−16.5%	0.80%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,077	-63	$452,986	+6.9%	0.77%
TWST	Twist Bioscience Corp Healthcare	Held	4,339	0	$446,396	+116.5%	0.76%
NVDA	Nvidia Corp Technology	Held	1,810	0	$362,162	+14.7%	0.61%
GLD	Spdr Gold Trust	Held	827	0	$304,650	−14.4%	0.52%
SPCX	Space Exploration Technologies Corp Industrials	NEW	1,481	NEW	$253,043	NEW	0.43%
GILD	Gilead Sciences, Inc. Healthcare	Added	1,988	+4	$251,163	−9.2%	0.43%
SU	Suncor Energy Inc Energy	Added	4,638	+8	$248,967	−18.7%	0.42%
GWW	W.W. Grainger, Inc. Industrials	NEW	166	NEW	$225,826	NEW	0.38%
CVX	Chevron Corp Energy	Added	1,263	+2	$209,354	−19.8%	0.35%
FOXA	Fox Corp Communication Services	Added	3,851	+11	$200,868	−10.4%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.