MRWM Advisors, LLC
Filing Date
Global Rank
#6,683
/ 8,605
▲ 75
· as of Mar 2026
Top Industry
Consumer Electronics
16.2%
3Y Alpha vs SPY
+3.1%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.7%
SPY
+24.4%
Annualised alpha
+2.9%
Max drawdown
−13.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.8%
+1.8 pts
Top 5
52.6%
−4.0 pts
Top 10
63.4%
−3.9 pts
HHI
999
Diversified−58
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 40.0% | $22,725,852 |
| Technology | 22.8% | $12,954,265 |
| Healthcare | 10.1% | $5,758,370 |
| Consumer Cyclical | 7.2% | $4,105,975 |
| Consumer Defensive | 5.7% | $3,262,783 |
| Communication Services | 4.0% | $2,258,342 |
| Industrials | 3.8% | $2,184,813 |
| Financial Services | 3.3% | $1,859,773 |
| Energy | 3.1% | $1,743,296 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | +11,031 | 19,596 | $562,601 | |
| BMY | Bristol Myers Squibb Co | +8,446 | 15,326 | $929,521 | |
| GIS | General Mills Inc | +7,782 | 14,075 | $523,871 | |
| SBUX | Starbucks Corp | +4,529 | 8,719 | $781,135 | |
| CL | Colgate Palmolive Co | +3,952 | 6,998 | $596,439 | |
| MRK | Merck & Co., Inc. | +637 | 8,968 | $1,078,760 | |
| PG | PROCTER & GAMBLE Co | +325 | 6,062 | $875,595 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +190 | 1,068 | $658,699 | |
| NTAP | NetApp, Inc. | +122 | 6,794 | $695,637 | |
| LOW | Lowes Companies Inc | +80 | 3,998 | $944,647 | |
| META | Meta Platforms, Inc. | +40 | 371 | $212,260 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOL | abrdn Gold ETF Trust | −12,048 | 328,297 | $14,648,612 | |
| SPY | Spdr S&P 500 ETF Trust | −3,976 | 10,860 | $7,062,692 | |
| NVDA | Nvidia Corp | −1,484 | 1,810 | $315,664 | |
| XOM | Exxon Mobil Corp | −534 | 5,571 | $945,175 | |
| AAPL | Apple Inc. | −362 | 21,741 | $5,517,648 | |
| QCOM | Qualcomm Inc/De | −230 | 5,543 | $713,827 | |
| LRCX | Lam Research Corp | −219 | 6,254 | $1,336,229 | |
| GOOGL | Alphabet Inc. | −213 | 4,379 | $1,259,225 | |
| CSCO | Cisco Systems, Inc. | −194 | 14,991 | $1,163,151 | |
| MDT | Medtronic plc | −128 | 10,215 | $885,129 | |
| SCHW | Schwab Charles Corp | −116 | 9,009 | $846,665 | |
| KR | Kroger Co | −101 | 17,508 | $1,266,878 | |
| ABBV | AbbVie Inc. | −96 | 5,872 | $1,277,101 | |
| CVX | Chevron Corp | −88 | 1,261 | $260,900 | |
| AVGO | Broadcom Inc. | −85 | 4,258 | $1,317,893 | |
| HD | Home Depot, Inc. | −84 | 2,849 | $937,007 | |
| MCD | Mcdonalds Corp | −47 | 3,280 | $1,019,391 | |
| MSFT | Microsoft Corp | −41 | 1,868 | $691,477 | |
| AMGN | Amgen Inc | −38 | 3,141 | $1,105,160 | |
| ETN | Eaton Corp plc | −37 | 3,055 | $1,092,681 | |
| IBM | International Business Machines Corp | −33 | 4,962 | $1,202,739 | |
| LMT | Lockheed Martin Corp | −31 | 1,807 | $1,092,132 | |
| GLD | Spdr Gold Trust | −20 | 827 | $355,849 | |
| V | Visa Inc. | −19 | 3,352 | $1,013,108 | |
| TSLA | Tesla, Inc. | −19 | 1,140 | $423,795 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMZN | Amazon Com Inc | 2,198 | $507,342 | |
| No positions match the current search. | ||||
41 positions ·
$56,853,469 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 328,297 | $14,648,612 | 25.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 10,860 | $7,062,692 | 12.42% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 21,741 | $5,517,648 | 9.71% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 6,254 | $1,336,229 | 2.35% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 4,258 | $1,317,893 | 2.32% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 5,872 | $1,277,101 | 2.25% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 17,508 | $1,266,878 | 2.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,379 | $1,259,225 | 2.21% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,962 | $1,202,739 | 2.12% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 14,991 | $1,163,151 | 2.05% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3,141 | $1,105,160 | 1.94% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 3,055 | $1,092,681 | 1.92% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,807 | $1,092,132 | 1.92% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 8,968 | $1,078,760 | 1.90% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 3,280 | $1,019,391 | 1.79% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,352 | $1,013,108 | 1.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 5,571 | $945,175 | 1.66% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 3,998 | $944,647 | 1.66% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,849 | $937,007 | 1.65% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 15,326 | $929,521 | 1.63% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 10,215 | $885,129 | 1.56% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 6,062 | $875,595 | 1.54% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 9,009 | $846,665 | 1.49% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 8,719 | $781,135 | 1.37% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 5,543 | $713,827 | 1.26% | |
| NTAP |
NetApp, Inc.
Technology
|
Added | 6,794 | $695,637 | 1.22% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,868 | $691,477 | 1.22% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 1,068 | $658,699 | 1.16% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 6,998 | $596,439 | 1.05% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 19,596 | $562,601 | 0.99% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 14,075 | $523,871 | 0.92% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,140 | $423,795 | 0.75% | |
| GLD |
Spdr Gold Trust
|
Reduced | 827 | $355,849 | 0.63% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,810 | $315,664 | 0.56% | |
| SU |
Suncor Energy Inc
Energy
|
Held | 4,630 | $306,089 | 0.54% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 1,984 | $276,510 | 0.49% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,261 | $260,900 | 0.46% | |
| COP |
Conocophillips
Energy
|
NEW | 1,751 | $231,132 | 0.41% | |
| FOXA |
Fox Corp
Communication Services
|
Held | 3,840 | $224,256 | 0.39% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 371 | $212,260 | 0.37% | |
| TWST |
Twist Bioscience Corp
Healthcare
|
NEW | 4,339 | $206,189 | 0.36% |