Institutional
MRWM Advisors, LLC
CIK 0001732949
$243.3M
Reported AUM
80
Positions
Q2 2026
Period
2026-07-29
Filed
Editorial summary
Summary for MRWM Advisors, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GMMF | BLACKROCK ETF TRUST | $100.30 | 0.03% | 3.72% | 5.18% | $42.6M | 17.50% | — | HELD |
| 2 | VTI | VANGUARD INDEX FDS | $368.22 | 0.53% | 21.20% | 68.49% | $31.5M | 12.95% | — | HELD |
| 3 | IVV | ISHARES TR | $750.46 | 0.71% | 20.75% | 76.27% | $15.6M | 6.39% | — | HELD |
| 4 | SGOL | ETFS GOLD TR | $38.57 | -1.46% | 19.85% | 120.17% | $12.9M | 5.30% | — | HELD |
| 5 | VTV | VANGUARD INDEX FDS | $219.92 | -0.28% | 27.97% | 74.91% | $10.8M | 4.43% | — | HELD |
| 6 | VXUS | VANGUARD STAR FDS | $84.59 | -0.21% | 27.83% | 50.47% | $9.6M | 3.95% | — | HELD |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF | $44.85 | 0.65% | 9.09% | 72.48% | $9.3M | 3.82% | — | HELD |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $746.85 | 0.70% | 20.62% | 75.74% | $8.3M | 3.41% | — | HELD |
| 9 | SGOV | ISHARES TR | $100.71 | 0.02% | 3.81% | 19.65% | $8.0M | 3.30% | — | HELD |
| 10 | SCHD | SCHWAB STRATEGIC TR | $33.47 | 0.18% | 31.30% | 54.20% | $7.1M | 2.93% | — | HELD |
| 11 | NOBL | PROSHARES TR | $57.08 | -0.19% | 15.15% | 34.14% | $6.9M | 2.85% | — | HELD |
| 12 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $6.2M | 2.56% | — | HELD |
| 13 | SCHG | SCHWAB STRATEGIC TR | $34.17 | 1.12% | 14.66% | 76.29% | $6.2M | 2.53% | — | HELD |
| 14 | VBIL | VANGUARD INSTL INDEX FD | $75.73 | 0.04% | 3.83% | 5.33% | $5.8M | 2.38% | — | HELD |
| 15 | BIL | SPDR SERIES TRUST | $91.68 | 0.03% | 3.76% | 18.99% | $5.7M | 2.34% | — | HELD |
| 16 | TIP | ISHARES TR | $107.61 | -0.13% | 1.79% | 0.96% | $4.3M | 1.75% | — | HELD |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $239.14 | -0.38% | 18.88% | 61.24% | $4.2M | 1.71% | — | HELD |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | $58.10 | -0.05% | 2.63% | 9.77% | $3.2M | 1.32% | — | HELD |
| 19 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $49.54 | 0.63% | 24.31% | 103.36% | $1.9M | 0.78% | — | HELD |
| 20 | HEFA | ISHARES TR | $46.45 | -0.75% | 30.42% | 90.02% | $1.6M | 0.67% | — | HELD |
| 21 | LRCX | LAM RESEARCH CORP | $293.02 | -1.58% | 210.64% | 418.55% | $1.6M | 0.67% | — | HELD |
| 22 | XLK | SELECT SECTOR SPDR TR | $175.28 | -0.26% | 37.13% | 129.18% | $1.5M | 0.63% | — | HELD |
| 23 | GOOGL | ALPHABET INC | $355.99 | 6.69% | 85.11% | 143.37% | $1.5M | 0.61% | — | HELD |
| 24 | ABBV | ABBVIE INC | $250.88 | -2.54% | 32.88% | 150.27% | $1.4M | 0.58% | — | HELD |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $223.79 | 0.92% | -9.05% | 98.69% | $1.3M | 0.54% | — | HELD |
| 26 | CSCO | CISCO SYS INC | $115.99 | 2.14% | 73.60% | 122.41% | $1.3M | 0.54% | — | HELD |
| 27 | AVGO | BROADCOM INC | $389.53 | 0.44% | 35.65% | 758.72% | $1.3M | 0.53% | — | HELD |
| 28 | EMXC | ISHARES INC | $92.12 | 1.03% | 49.45% | 63.73% | $1.3M | 0.52% | — | HELD |
| 29 | ETN | EATON CORP PLC | $415.69 | 7.44% | 2.65% | 147.72% | $1.2M | 0.51% | — | HELD |
| 30 | V | VISA INC | $366.16 | -0.03% | 8.84% | 65.83% | $1.1M | 0.45% | — | HELD |
| 31 | MRK | MERCK & CO INC | $130.22 | 0.33% | — | — | $1.1M | 0.45% | — | HELD |
| 32 | AMGN | AMGEN INC | $385.16 | -0.64% | — | — | $1.1M | 0.44% | — | HELD |
| 33 | IWD | ISHARES TR | $251.78 | 0.43% | — | — | $979K | 0.40% | — | HELD |
| 34 | UNP | UNION PAC CORP | $292.12 | 0.92% | — | — | $968K | 0.40% | — | HELD |
| 35 | HD | HOME DEPOT INC | $331.99 | -0.41% | — | — | $956K | 0.39% | — | HELD |
| 36 | KR | KROGER CO | $57.74 | -0.21% | — | — | $923K | 0.38% | — | HELD |
| 37 | XLF | SELECT SECTOR SPDR TR | $56.93 | -0.12% | — | — | $892K | 0.37% | — | HELD |
| 38 | LMT | LOCKHEED MARTIN CORP | $583.00 | 1.55% | — | — | $867K | 0.36% | — | HELD |
| 39 | BMY | BRISTOL-MYERS SQUIBB CO | $65.31 | 0.69% | — | — | $857K | 0.35% | — | HELD |
| 40 | MCD | MCDONALDS CORP | $270.67 | 0.83% | — | — | $840K | 0.35% | — | HELD |
| 41 | SBUX | STARBUCKS CORP | $105.25 | -0.57% | — | — | $839K | 0.34% | — | HELD |
| 42 | LOW | LOWES COS INC | $207.92 | -1.03% | — | — | $836K | 0.34% | — | HELD |
| 43 | PG | PROCTER & GAMBLE CO | $144.52 | 0.39% | — | — | $829K | 0.34% | — | HELD |
| 44 | SCHW | SCHWAB CHARLES CORP | $105.24 | 0.87% | — | — | $807K | 0.33% | — | HELD |
| 45 | MDY | STATE STR SPDR S&P MIDCAP 40 | $686.41 | -0.11% | — | — | $776K | 0.32% | — | HELD |
| 46 | MDT | MEDTRONIC PLC | $85.39 | -0.37% | — | — | $750K | 0.31% | — | HELD |
| 47 | XOM | EXXON MOBIL CORP | $155.44 | -0.97% | — | — | $721K | 0.30% | — | HELD |
| 48 | QCOM | QUALCOMM INC | $147.61 | -2.63% | — | — | $712K | 0.29% | — | HELD |
| 49 | NTAP | NETAPP INC | $178.50 | 2.60% | — | — | $696K | 0.29% | — | HELD |
| 50 | AOA | ISHARES TR | $96.75 | 0.30% | — | — | $671K | 0.28% | — | HELD |
| 51 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | — | — | $668K | 0.27% | — | HELD |
| 52 | CL | COLGATE PALMOLIVE CO | $91.30 | -0.33% | — | — | $626K | 0.26% | — | HELD |
| 53 | TOL | TOLL BROTHERS INC | $145.89 | -2.76% | — | — | $579K | 0.24% | — | HELD |
| 54 | CGUS | CAPITAL GROUP CORE EQUITY ET | $44.69 | 1.29% | — | — | $512K | 0.21% | — | HELD |
| 55 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $856.13 | 0.52% | — | — | $491K | 0.20% | — | HELD |
| 56 | RSP | INVESCO EXCHANGE TRADED FD T | $214.95 | -0.20% | — | — | $483K | 0.20% | — | HELD |
| 57 | GIS | GENERAL MILLS INC | $35.75 | -1.84% | — | — | $474K | 0.19% | — | HELD |
| 58 | CMCSA | COMCAST CORP NEW | $23.96 | 1.23% | — | — | $470K | 0.19% | — | HELD |
| 59 | XLY | SELECT SECTOR SPDR TR | $116.09 | 3.29% | — | — | $465K | 0.19% | — | HELD |
| 60 | TSLA | TESLA INC | $311.11 | 0.73% | — | — | $453K | 0.19% | — | HELD |
| 61 | XLC | SELECT SECTOR SPDR TR | $108.21 | 1.53% | — | — | $453K | 0.19% | — | HELD |
| 62 | TWST | TWIST BIOSCIENCE CORP | $91.55 | 0.24% | — | — | $446K | 0.18% | — | HELD |
| 63 | USFR | WISDOMTREE TR | $50.38 | 0.02% | — | — | $403K | 0.17% | — | HELD |
| 64 | IJH | ISHARES TR | $75.29 | -0.08% | — | — | $392K | 0.16% | — | HELD |
| 65 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | — | — | $362K | 0.15% | — | HELD |
| 66 | BND | VANGUARD BD INDEX FDS | $72.23 | -0.26% | — | — | $361K | 0.15% | — | HELD |
| 67 | GLD | SPDR GOLD TR | $371.53 | -1.49% | — | — | $305K | 0.13% | — | HELD |
| 68 | VO | VANGUARD INDEX FDS | $80.94 | -0.06% | — | — | $261K | 0.11% | — | HELD |
| 69 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | — | — | $257K | 0.11% | — | HELD |
| 70 | VHT | VANGUARD WORLD FD | $304.73 | -0.79% | — | — | $253K | 0.10% | — | HELD |
| 71 | SPCX | SPACE EXPLORATION TECHN CORP | $108.37 | -3.41% | — | — | $253K | 0.10% | — | HELD |
| 72 | AOR | ISHARES TR | $68.53 | 0.06% | — | — | $252K | 0.10% | — | HELD |
| 73 | GILD | GILEAD SCIENCES INC | $130.21 | -0.82% | — | — | $251K | 0.10% | — | HELD |
| 74 | SU | SUNCOR ENERGY INC NEW | $67.28 | 0.82% | — | — | $249K | 0.10% | — | HELD |
| 75 | DVY | ISHARES TR | $161.21 | -0.44% | — | — | $240K | 0.10% | — | HELD |
| 76 | GWW | WW GRAINGER INC | $1383.20 | 2.04% | — | — | $226K | 0.09% | — | HELD |
| 77 | BIV | VANGUARD BD INDEX FDS | $75.54 | -0.19% | — | — | $221K | 0.09% | — | HELD |
| 78 | CVX | CHEVRON CORPORATION | $196.85 | 2.36% | — | — | $209K | 0.09% | — | HELD |
| 79 | SPYM | SPDR SERIES TRUST | $87.91 | 0.69% | — | — | $201K | 0.08% | — | HELD |
| 80 | FOXA | FOX CORP | $58.23 | -1.00% | — | — | $201K | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0001754960-26-000660. 13F discloses long positions only — shorts, foreign equities, and options are excluded.