MRWM Advisors, LLC: 13F holdings
CIK 17329492026Q2
| Positions | 80 |
|---|
| Reported value | $243.3m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 80 (+6 vs prior quarter) |
|---|
| Reported value | $243.3m (+31.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BLACKROCK ETF TRUST | 424,326 | $42.6m | 17.5% |
| VTI VANGUARD INDEX FDS | 85,151 | $31.5m | 13.0% |
| IVV ISHARES TR | 20,771 | $15.6m | 6.4% |
| SGOL ETFS GOLD TR | 337,082 | $12.9m | 5.3% |
| VTV VANGUARD INDEX FDS | 49,467 | $10.8m | 4.4% |
| VXUS VANGUARD STAR FDS | 112,404 | $9.6m | 3.9% |
| CGGR CAPITAL GROUP GROWTH ETF | 196,670 | $9.3m | 3.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 11,118 | $8.3m | 3.4% |
| SGOV ISHARES TR | 79,821 | $8.0m | 3.3% |
| SCHD SCHWAB STRATEGIC TR | 224,534 | $7.1m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1732949")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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