StockDriftsStockDriftsTop 50 Mpwm Advisory Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET | 16.72% | 48.9K | $36.5M | -1.53%(-761) | $581.58(+33.75%) | 2026-06-30 | |
| SPTM | STATE STREET | 9.3% | 223.8K | $20.3M | +7.29%(+15.21K) | $72.02(+31.12%) | 2026-06-30 | |
| QQQ | INVESCO QQQ | 4.98% | 14.8K | $10.9M | -2.00%(-302) | $512.28(+42.90%) | 2026-06-30 | |
| SPTL | STATE STREET | 4.31% | 358.8K | $9.4M | +3.36%(+11.67K) | $27.15(-7.04%) | 2026-06-30 | |
| IWM | ISHARES RUSSELL | 3.4% | 24.7K | $7.4M | +5.13%(+1.21K) | $231.63(+31.03%) | 2026-06-30 | |
| BUFQ | FIRST TRUST | 2.85% | 158.7K | $6.2M | +8.86%(+12.91K) | $33.10(+20.19%) | 2026-06-30 | |
| CLOI | VANECK CLO | 2.51% | 103.7K | $5.5M | +4.47%(+4.44K) | $52.91(-0.13%) | 2026-06-30 | |
| QQQM | INVESCO NASDAQ | 2.45% | 17.7K | $5.3M | +6.48%(+1.07K) | $212.48(+41.85%) | 2026-06-30 | |
| DFUS | DIMENSIONAL US | 2.07% | 55.2K | $4.5M | -0.78%(-434) | $62.99(+35.07%) | 2026-06-30 | |
| XLI | STATE STREET | 2.04% | 24.0K | $4.4M | +14.16%(+2.98K) | $138.15(+34.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.49% |
Mpwm Advisory Solutions LLC reports $218.39M in US-listed equity holdings across 571 positions in its most recent 13F filing. Its largest disclosed positions are SPY (16.7%), SPTM (9.3%) and QQQ (5.0%). The top 20 holdings account for 66.24% of reported assets. Its disclosed equity book has returned +25.19% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mpwm Advisory Solutions LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056693). View Mpwm Advisory Solutions LLC’s 13F filings on SEC