MPWM ADVISORY SOLUTIONS, LLC
Top Portfolio Positions
297 positions ·
$63,154,520 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
48,935 | $33,369,755 | 52.84% |
| QQQ |
Invesco Qqq Trust, Series 1
|
13,240 | $8,133,464 | 12.88% |
| AAPL |
Apple Inc.
Technology
|
9,429 | $2,563,367 | 4.06% |
| NVDA |
Nvidia Corp
Technology
|
13,026 | $2,429,349 | 3.85% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,079 | $1,403,154 | 2.22% |
| MUA |
Blackrock Muniassets Fund, Inc.
Financial Services
|
101,647 | $1,088,639 | 1.72% |
| OUNZ |
VanEck Merk Gold ETF
|
25,649 | $1,063,920 | 1.68% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,593 | $811,609 | 1.29% |
| MSFT |
Microsoft Corp
Technology
|
1,636 | $791,202 | 1.25% |
| V |
Visa Inc.
Financial Services
|
2,226 | $780,680 | 1.24% |
Portfolio Trend
Holdings in DLY
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $103,263 | 7,102 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $108,018 | 7,163 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $168,029 | 10,778 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $172,221 | 10,697 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $168,130 | 10,621 | Shares | Sole | 2025-02-18 | |
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