MWA Asset Management Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$163.4B

Holdings

118

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (118 positions)

#StockSharesValue% PortfolioType
101
VIGVANGUARD SPECIALIZED FUNDS
1,341$274.5M0.17%
102
SMDVPROSHARES TR
4,081$265.5M0.16%
103
DTCRGLOBAL X FDS
13,918$259.4M0.16%
104
XLYSELECT SECTOR SPDR TR
1,173$255.0M0.16%
105
PGPROCTER AND GAMBLE CO
1,549$246.8M0.15%
106
LOWLOWES COS INC
1,092$242.3M0.15%
107
FBCGFIDELITY COVINGTON TRUST
4,935$238.1M0.15%
108
ADBEADOBE INC
615$237.9M0.15%
109
ACNACCENTURE PLC IRELAND
785$234.6M0.14%
110
GBTCGRAYSCALE BITCOIN TRUST ETF
2,752$233.5M0.14%
111
NOBLPROSHARES TR
2,305$232.1M0.14%
112
DWDMORGAN STANLEY
1,591$224.1M0.14%
113
DONWISDOMTREE TR
4,385$219.8M0.13%
114
XLFSELECT SECTOR SPDR TR
4,195$219.7M0.13%
115
ITWILLINOIS TOOL WKS INC
874$216.1M0.13%
116
DOWDOW INC
8,048$213.1M0.13%
117
DISDISNEY WALT CO
1,717$212.9M0.13%
118
FBCVFIDELITY COVINGTON TRUST
6,344$207.7M0.13%
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