MRWM Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 80.6%; sector active share 71.7% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.5% | $205,699,364 |
| Technology | 6.0% | $14,715,828 |
| Healthcare | 2.4% | $5,864,449 |
| Consumer Cyclical | 1.9% | $4,503,762 |
| Industrials | 1.5% | $3,549,221 |
| Consumer Defensive | 1.2% | $2,852,592 |
| Financial Services | 1.1% | $2,792,866 |
| Communication Services | 0.9% | $2,148,468 |
| Energy | 0.5% | $1,179,792 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +66,130 | 123,631 | $6,943,116 | ||
| SGOL | abrdn Gold ETF Trust | +8,785 | 337,082 | $12,886,644 | |
| CGGR | Capital Group Growth ETF | +7,672 | 196,670 | $9,282,824 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +3,740 | 224,534 | $7,119,973 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | +3,695 | 181,869 | $6,154,446 | |
| VO | VANGUARD MID-CAP INDEX FUND | +2,433 | 3,244 | $261,369 | |
| VXUS | Vanguard Total International Stock ETF | +2,199 | 112,404 | $9,609,417 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +1,431 | 85,151 | $31,509,276 | |
| VTV | VANGUARD VALUE INDEX FUND | +1,428 | 49,467 | $10,780,343 | |
| VIG | Vanguard Specialized Funds | +1,036 | 17,597 | $4,163,802 | |
| SPY | Spdr S&P 500 ETF Trust | +258 | 11,118 | $8,302,588 | |
| IVV | iShares Core S&P 500 ETF | +184 | 20,771 | $15,555,194 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +79 | 4,916 | $360,883 | |
| RSP | Victory Portfolios II | +77 | 2,272 | $483,413 | |
| 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 | |
| — | +3 | 6,878 | $671,292 | ||
| CVX | Chevron Corp | +2 | 1,263 | $209,354 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VBIL | Vanguard Institutional Index Funds | −6,059 | 76,446 | $5,785,433 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | −4,425 | 79,821 | $8,035,580 | |
| CSCO | Cisco Systems, Inc. | −3,809 | 11,182 | $1,313,437 | |
| LRCX | Lam Research Corp | −2,498 | 3,756 | $1,627,587 | |
| — | −2,336 | 62,087 | $5,689,652 | ||
| NTAP | NetApp, Inc. | −2,297 | 4,497 | $695,955 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | −1,977 | 55,296 | $3,218,227 | |
| QCOM | Qualcomm Inc | −1,689 | 3,854 | $712,180 | |
| TIP | iShares TIPS Bond ETF | −1,387 | 38,959 | $4,263,283 | |
| CGUS | Capital Group Core Equity ETF | −1,151 | 11,515 | $512,187 | |
| KR | Kroger Co | −881 | 16,627 | $923,297 | |
| AVGO | Broadcom Inc. | −856 | 3,402 | $1,285,105 | |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | −812 | 34,971 | $1,641,189 | |
| 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 | |
| USFR | WisdomTree Floating Rate Treasury Fund | −398 | 8,005 | $403,051 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | −387 | 12,443 | $1,272,918 | |
| XLF | State Street Corp | −348 | 16,630 | $891,534 | |
| ABBV | AbbVie Inc. | −302 | 5,570 | $1,401,634 | |
| XOM | ExxonMobil Holdings Corp | −294 | 5,277 | $721,471 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GMMF | 424,326 | $42,568,384 | ||
| 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 | |
| BIV | Vanguard Bond Index Funds | 2,880 | $220,896 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 2,289 | $201,157 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GMMF |
|
NEW | 424,326 | $42,568,384 | 17.50% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 85,151 | $31,509,276 | 12.95% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 20,771 | $15,555,194 | 6.39% | |
| SGOL |
abrdn Gold ETF Trust
|
Added | 337,082 | $12,886,644 | 5.30% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 49,467 | $10,780,343 | 4.43% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 112,404 | $9,609,417 | 3.95% | |
| CGGR |
Capital Group Growth ETF
|
Added | 196,670 | $9,282,824 | 3.82% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 11,118 | $8,302,588 | 3.41% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Reduced | 79,821 | $8,035,580 | 3.30% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 224,534 | $7,119,973 | 2.93% | |
|
|
Added | 123,631 | $6,943,116 | 2.85% | ||
| AAPL |
Apple Inc.
Technology
|
Reduced | 21,565 | $6,240,048 | 2.56% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Added | 181,869 | $6,154,446 | 2.53% | |
| VBIL |
Vanguard Institutional Index Funds
|
Reduced | 76,446 | $5,785,433 | 2.38% | |
|
|
Reduced | 62,087 | $5,689,652 | 2.34% | ||
| TIP |
iShares TIPS Bond ETF
|
Reduced | 38,959 | $4,263,283 | 1.75% | |
| VIG |
Vanguard Specialized Funds
|
Added | 17,597 | $4,163,802 | 1.71% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Reduced | 55,296 | $3,218,227 | 1.32% | |
| CGDV |
Capital Group Dividend Value ETF
|
Reduced | 38,341 | $1,889,444 | 0.78% | |
| HEFA |
iShares Currency Hedged MSCI EAFE ETF
|
Reduced | 34,971 | $1,641,189 | 0.67% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 3,756 | $1,627,587 | 0.67% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 8,088 | $1,540,925 | 0.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,136 | $1,478,082 | 0.61% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 5,570 | $1,401,634 | 0.58% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,693 | $1,319,718 | 0.54% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 11,182 | $1,313,437 | 0.54% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,402 | $1,285,105 | 0.53% | |
| EMXC |
iShares MSCI Emerging Markets ex China ETF
|
Reduced | 12,443 | $1,272,918 | 0.52% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 2,900 | $1,235,748 | 0.51% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,191 | $1,094,800 | 0.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 8,433 | $1,083,640 | 0.45% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 2,970 | $1,075,496 | 0.44% | |
| IWD |
iShares Russell 1000 Value ETF
|
Held | 4,037 | $978,689 | 0.40% | |
| UNP |
Union Pacific Corp
Industrials
|
NEW | 3,557 | $967,504 | 0.40% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,711 | $956,115 | 0.39% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 16,627 | $923,297 | 0.38% | |
| XLF |
State Street Corp
Financial Services
|
Reduced | 16,630 | $891,534 | 0.37% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,702 | $867,100 | 0.36% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 14,865 | $856,521 | 0.35% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 3,109 | $840,393 | 0.35% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 8,212 | $839,184 | 0.34% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 3,793 | $836,318 | 0.34% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 5,656 | $829,395 | 0.34% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 8,741 | $806,532 | 0.33% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 1,104 | $776,487 | 0.32% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 9,582 | $749,599 | 0.31% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 5,277 | $721,471 | 0.30% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 3,854 | $712,180 | 0.29% | |
| NTAP |
NetApp, Inc.
Technology
|
Reduced | 4,497 | $695,955 | 0.29% | |
|
|
Added | 6,878 | $671,292 | 0.28% |
Showing the top 50 of 80 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.