MWA Asset Management Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$179.4B

Holdings

121

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (121 positions)

#StockSharesValue% PortfolioType
101
AMDADVANCED MICRO DEVICES INC
1,434$307.0M0.17%
102
FDVVFIDELITY COVINGTON TRUST
5,238$296.0M0.16%
103
NDQINVESCO QQQ TR
483$296.0M0.16%
104
XLYSELECT SECTOR SPDR TR
2,305$275.0M0.15%
105
RWJINVESCO EXCH TRADED FD TR II
5,436$264.0M0.15%
106
DTCRGLOBAL X FDS
12,408$261.0M0.15%
107
CLOUGLOBAL X FDS
11,130$251.0M0.14%
108
FBCGFIDELITY COVINGTON TRUST
4,498$246.0M0.14%
109
CIBRFIRST TR EXCHANGE TRADED FD
3,351$239.0M0.13%
110
NOBLPROSHARES TR
2,292$238.0M0.13%
111
FBCVFIDELITY COVINGTON TRUST
6,444$229.0M0.13%
112
VIGVANGUARD SPECIALIZED FUNDS
1,036$227.0M0.13%
113
XLFSELECT SECTOR SPDR TR
4,145$226.0M0.13%
114
ORCLORACLE CORP
1,153$224.0M0.12%
115
PGPROCTER AND GAMBLE CO
1,569$224.0M0.12%
116
ITWILLINOIS TOOL WKS INC
903$222.0M0.12%
117
VOLTTEMA ETF TRUST
7,660$221.0M0.12%
118
LOWLOWES COS INC
863$208.0M0.12%
119
MUMICRON TECHNOLOGY INC
725$206.0M0.11%
120
DONWISDOMTREE TR
3,955$204.0M0.11%
121
AVSDIREXION SHS ETF TR
12,500$118.0M0.07%
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