MRWM Advisors, LLC
CIK: 0001732949SEC EDGAR →
Portfolio Value
$186.3M
Holdings
76
As of
Q4 2025
New Positions
76
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 82,190 | $27.6M | 14.79% |
| 2 | ISHARES TR | 20,567 | $14.1M | 7.56% |
| 3 | ETFS GOLD TR | 340,345 | $14.0M | 7.50% |
| 4 | SPDR S&P 500 ETF TR | 14,836 | $10.1M | 5.43% |
| 5 | VANGUARD STAR FDS | 107,486 | $8.1M | 4.35% |
| 6 | CAPITAL GROUP GROWTH ETF | 179,856 | $8.0M | 4.29% |
| 7 | PROSHARES TR | 74,684 | $7.8M | 4.17% |
| 8 | VANGUARD INSTL INDEX FD | 91,123 | $6.9M | 3.69% |
| 9 | WISDOMTREE TR | 131,799 | $6.6M | 3.56% |
| 10 | VANGUARD INDEX FDS | 33,734 | $6.4M | 3.46% |
Quarterly Changes
New Positions (76)
$27.6M · 82K shares
$14.1M · 21K shares
$14.0M · 340K shares
$10.1M · 15K shares
$8.1M · 107K shares
$8.0M · 180K shares
$7.8M · 75K shares
$6.9M · 91K shares
$6.6M · 132K shares
$6.4M · 34K shares
$6.1M · 221K shares
$6.0M · 22K shares
$5.8M · 179K shares
$5.5M · 60K shares
$4.7M · 43K shares
$3.2M · 14K shares
$2.8M · 47K shares
$1.9M · 37K shares
$1.8M · 40K shares
$1.5M · 37K shares
$1.5M · 4K shares
$1.5M · 5K shares
$1.4M · 5K shares
$1.4M · 6K shares
$1.3M · 9K shares
$1.2M · 3K shares
$1.2M · 15K shares
$1.1M · 6K shares
$1.1M · 18K shares
$1.0M · 3K shares
$1.0M · 3K shares
$1.0M · 3K shares
$993K · 10K shares
$987K · 6K shares
$984K · 3K shares
$951K · 17K shares
$944K · 4K shares
$923K · 2K shares
$911K · 9K shares
$888K · 2K shares
$876K · 8K shares
$836K · 4K shares
$822K · 6K shares
$818K · 8K shares
$734K · 6K shares
$714K · 7K shares
$616K · 7K shares
$614K · 3K shares
$593K · 9K shares
$529K · 878 shares
$521K · 1K shares
$510K · 4K shares
$507K · 2K shares
$485K · 4K shares
$485K · 12K shares
$378K · 2K shares
$371K · 7K shares
$352K · 4K shares
$335K · 847 shares
$318K · 4K shares
$292K · 6K shares
$280K · 4K shares
$279K · 445 shares
$260K · 2K shares
$256K · 9K shares
$243K · 2K shares
$243K · 847 shares
$240K · 3K shares
$236K · 4K shares
$235K · 811 shares
$230K · 3K shares
$218K · 331 shares
$216K · 2K shares
$212K · 676 shares
$205K · 5K shares
$205K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $154.1M | 82.7% |
| Technology | 9 | $14.5M | 7.8% |
| Healthcare | 6 | $4.9M | 2.6% |
| Consumer Cyclical | 6 | $4.3M | 2.3% |
| Consumer Defensive | 4 | $2.5M | 1.3% |
| Communication Services | 5 | $2.4M | 1.3% |
| Industrials | 2 | $1.9M | 1.0% |
| Energy | 3 | $1.1M | 0.6% |
| Unknown | 2 | $551K | 0.3% |