MRWM Advisors, LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$186.3B
Holdings
76
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (76 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 82,190 | $27.6B | 14.79% | |
| 2 | IVVISHARES TR | 20,567 | $14.1B | 7.56% | |
| 3 | SGOLETFS GOLD TR | 340,345 | $14.0B | 7.50% | |
| 4 | SPYSPDR S&P 500 ETF TR | 14,836 | $10.1B | 5.43% | |
| 5 | VXUSVANGUARD STAR FDS | 107,486 | $8.1B | 4.35% | |
| 6 | CGGRCAPITAL GROUP GROWTH ETF | 179,856 | $8.0B | 4.29% | |
| 7 | NOBLPROSHARES TR | 74,684 | $7.8B | 4.17% | |
| 8 | VBILVANGUARD INSTL INDEX FD | 91,123 | $6.9B | 3.69% | |
| 9 | USFRWISDOMTREE TR | 131,799 | $6.6B | 3.56% | |
| 10 | VTVVANGUARD INDEX FDS | 33,734 | $6.4B | 3.46% | |
| 11 | SCHDSCHWAB STRATEGIC TR | 221,348 | $6.1B | 3.26% | |
| 12 | AAPLAPPLE INC | 22,103 | $6.0B | 3.22% | |
| 13 | SCHGSCHWAB STRATEGIC TR | 178,816 | $5.8B | 3.13% | |
| 14 | BILSPDR SERIES TRUST | 60,169 | $5.5B | 2.95% | |
| 15 | TIPISHARES TR | 42,575 | $4.7B | 2.51% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 14,428 | $3.2B | 1.70% | |
| 17 | VGSHVANGUARD SCOTTSDALE FDS | 47,353 | $2.8B | 1.49% | |
| 18 | TFLOISHARES TR | 37,419 | $1.9B | 1.01% | |
| 19 | CGDGCAPITAL GROUP DIVIDEND VALUE | 40,123 | $1.8B | 0.94% | |
| 20 | HEFAISHARES TR | 36,966 | $1.5B | 0.82% | |
| 21 | AVGOBROADCOM INC | 4,343 | $1.5B | 0.81% | |
| 22 | IBMINTERNATIONAL BUSINESS MACHS | 4,995 | $1.5B | 0.79% | |
| 23 | GOOGLALPHABET INC | 4,592 | $1.4B | 0.77% | |
| 24 | ABBVABBVIE INC | 5,968 | $1.4B | 0.73% | |
| 25 | XLKSELECT SECTOR SPDR TR | 8,854 | $1.3B | 0.68% | |
| 26 | VVISA INC | 3,371 | $1.2B | 0.63% | |
| 27 | CSCOCISCO SYS INC | 15,185 | $1.2B | 0.63% | |
| 28 | LRCXLAM RESEARCH CORP | 6,473 | $1.1B | 0.59% | |
| 29 | KRKROGER CO | 17,609 | $1.1B | 0.59% | |
| 30 | AMGNAMGEN INC | 3,179 | $1.0B | 0.56% | |
| 31 | MCDMCDONALDS CORP | 3,327 | $1.0B | 0.55% | |
| 32 | HDHOME DEPOT INC | 2,933 | $1.0B | 0.54% | |
| 33 | MDTMEDTRONIC PLC | 10,343 | $993.0M | 0.53% | |
| 34 | QCOMQUALCOMM INC | 5,773 | $987.0M | 0.53% | |
| 35 | ETNEATON CORP PLC | 3,092 | $984.0M | 0.53% | |
| 36 | XLFSELECT SECTOR SPDR TR | 17,370 | $951.0M | 0.51% | |
| 37 | LOWLOWES COS INC | 3,918 | $944.0M | 0.51% | |
| 38 | MSFTMICROSOFT CORP | 1,909 | $923.0M | 0.50% | |
| 39 | SCHWSCHWAB CHARLES CORP | 9,125 | $911.0M | 0.49% | |
| 40 | LMTLOCKHEED MARTIN CORP | 1,838 | $888.0M | 0.48% | |
| 41 | MRKMERCK & CO INC | 8,331 | $876.0M | 0.47% | |
| 42 | IWDISHARES TR | 3,979 | $836.0M | 0.45% | |
| 43 | PGPROCTER AND GAMBLE CO | 5,737 | $822.0M | 0.44% | |
| 44 | SGOVISHARES TR | 8,156 | $818.0M | 0.44% | |
| 45 | XOMEXXON MOBIL CORP | 6,105 | $734.0M | 0.39% | |
| 46 | NTAPNETAPP INC | 6,672 | $714.0M | 0.38% | |
| 47 | AOAISHARES TR | 6,885 | $616.0M | 0.33% | |
| 48 | NVDANVIDIA CORPORATION | 3,294 | $614.0M | 0.33% | |
| 49 | IJHISHARES TR | 8,997 | $593.0M | 0.32% | |
| 50 | MDYSPDR S&P MIDCAP 400 ETF TR | 878 | $529.0M | 0.28% | |
| 51 | TSLATESLA INC | 1,159 | $521.0M | 0.28% | |
| 52 | XLCSELECT SECTOR SPDR TR | 4,335 | $510.0M | 0.27% | |
| 53 | AMZNAMAZON COM INC | 2,198 | $507.0M | 0.27% | |
| 54 | XLYSELECT SECTOR SPDR TR | 4,070 | $485.0M | 0.26% | |
| 55 | CGUSCAPITAL GROUP CORE EQUITY ET | 12,058 | $485.0M | 0.26% | |
| 56 | RSPINVESCO EXCHANGE TRADED FD T | 1,978 | $378.0M | 0.20% | |
| 57 | BMYBRISTOL-MYERS SQUIBB CO | 6,880 | $371.0M | 0.20% | |
| 58 | SBUXSTARBUCKS CORP | 4,190 | $352.0M | 0.19% | |
| 59 | GQ9SPDR GOLD TR | 847 | $335.0M | 0.18% | |
| 60 | BNDVANGUARD BD INDEX FDS | 4,297 | $318.0M | 0.17% | |
| 61 | GISGENERAL MLS INC | 6,293 | $292.0M | 0.16% | |
| 62 | FOXAFOX CORP | 3,840 | $280.0M | 0.15% | |
| 63 | VOOVANGUARD INDEX FDS | 445 | $279.0M | 0.15% | |
| 64 | IJRISHARES TR | 2,171 | $260.0M | 0.14% | |
| 65 | CMCSACOMCAST CORP NEW | 8,565 | $256.0M | 0.14% | |
| 66 | GILDGILEAD SCIENCES INC | 1,984 | $243.0M | 0.13% | |
| 67 | VHTVANGUARD WORLD FD | 847 | $243.0M | 0.13% | |
| 68 | CLCOLGATE PALMOLIVE CO | 3,046 | $240.0M | 0.13% | |
| 69 | AORISHARES TR | 3,633 | $236.0M | 0.13% | |
| 70 | VOVANGUARD INDEX FDS | 811 | $235.0M | 0.13% | |
| 71 | SPYMSPDR SERIES TRUST | 2,877 | $230.0M | 0.12% | |
| 72 | METAMETA PLATFORMS INC | 331 | $218.0M | 0.12% | |
| 73 | AQLTISHARES TR | 1,537 | $216.0M | 0.12% | |
| 74 | GOOGALPHABET INC | 676 | $212.0M | 0.11% | |
| 75 | SUSUNCOR ENERGY INC NEW | 4,630 | $205.0M | 0.11% | |
| 76 | CVXCHEVRON CORP NEW | 1,349 | $205.0M | 0.11% |