MRWM Advisors, LLC
CIK: 0001732949Latest portfolio: $186.3M · Q4 2025
Holdings
76
Total Value
$186.3M
New Positions
76
Closed Positions
0
Top Holdings
View All 76 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 82,190 | $27.6M | 14.79% | NEW | |
| 2 | IVVISHARES TR | 20,567 | $14.1M | 7.56% | NEW | |
| 3 | SGOLETFS GOLD TR | 340,345 | $14.0M | 7.50% | NEW | |
| 4 | SPYSPDR S&P 500 ETF TR | 14,836 | $10.1M | 5.43% | NEW | |
| 5 | VXUSVANGUARD STAR FDS | 107,486 | $8.1M | 4.35% | NEW | |
| 6 | CGGRCAPITAL GROUP GROWTH ETF | 179,856 | $8.0M | 4.29% | NEW | |
| 7 | NOBLPROSHARES TR | 74,684 | $7.8M | 4.17% | NEW | |
| 8 | VBILVANGUARD INSTL INDEX FD | 91,123 | $6.9M | 3.69% | NEW | |
| 9 | USFRWISDOMTREE TR | 131,799 | $6.6M | 3.56% | NEW | |
| 10 | VTVVANGUARD INDEX FDS | 33,734 | $6.4M | 3.46% | NEW | |
| 11 | SCHDSCHWAB STRATEGIC TR | 221,348 | $6.1M | 3.26% | NEW | |
| 12 | AAPLAPPLE INC | 22,103 | $6.0M | 3.22% | NEW | |
| 13 | SCHGSCHWAB STRATEGIC TR | 178,816 | $5.8M | 3.13% | NEW | |
| 14 | BILSPDR SERIES TRUST | 60,169 | $5.5M | 2.95% | NEW | |
| 15 | TIPISHARES TR | 42,575 | $4.7M | 2.51% | NEW | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 14,428 | $3.2M | 1.70% | NEW | |
| 17 | VGSHVANGUARD SCOTTSDALE FDS | 47,353 | $2.8M | 1.49% | NEW | |
| 18 | TFLOISHARES TR | 37,419 | $1.9M | 1.01% | NEW | |
| 19 | CGDGCAPITAL GROUP DIVIDEND VALUE | 40,123 | $1.8M | 0.94% | NEW | |
| 20 | HEFAISHARES TR | 36,966 | $1.5M | 0.82% | NEW | |
| 21 | AVGOBROADCOM INC | 4,343 | $1.5M | 0.81% | NEW | |
| 22 | IBMINTERNATIONAL BUSINESS MACHS | 4,995 | $1.5M | 0.79% | NEW | |
| 23 | GOOGLALPHABET INC | 4,592 | $1.4M | 0.77% | NEW | |
| 24 | ABBVABBVIE INC | 5,968 | $1.4M | 0.73% | NEW | |
| 25 | XLKSELECT SECTOR SPDR TR | 8,854 | $1.3M | 0.68% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.7555140871398112e+132T)
Technology0.0% ($6.008150314791169e+22T)
Healthcare0.0% ($13631040993.9T)
Consumer Cyclical0.0% ($10161009944.5T)
Communication Services0.0% ($1437280.3T)
Consumer Defensive0.0% ($1100.8T)
Energy0.0% ($734.2B)
Industrials0.0% ($984.9M)
Unknown0.0% ($335.2M)
Filing History
Fund Information
MRWM Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $186.3M across 76 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 14.8% of the portfolio. Compared to the previous quarter, the fund opened 76 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.