StockDriftsStockDriftsTop 50 MRWM Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GMMF | BLACKROCK ETF TRUST | 17.5% | 424.3K | $42.6M | new | $100.42(-0.09%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 12.95% | 85.2K | $31.5M | +1.71%(+1.43K) | $291.09(+31.24%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.39% | 20.8K | $15.6M | +0.89%(+184) | $588.66(+32.06%) | 2026-06-30 | |
| SGOL | ETFS GOLD TR | 5.3% | 337.1K | $12.9M | +2.68%(+8.79K) | $26.61(+57.29%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.43% | 49.5K | $10.8M | +2.97%(+1.43K) | $184.70(+22.26%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.95% | 112.4K | $9.6M | +2.00%(+2.20K) | $63.72(+36.97%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.82% | 196.7K | $9.3M | +4.06%(+7.67K) | $37.90(+24.13%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.41% | 11.1K | $8.3M | +2.38%(+258) | $582.46(+32.80%) | 2026-06-30 | |
| SGOV | ISHARES TR | 3.3% | 79.8K | $8.0M | -5.25%(-4.42K) | $100.52(-0.02%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.93% | 224.5K | $7.1M | +1.69%(+3.74K) | $27.56(+24.41%) | 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 | — | — | — | — | +22.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.38% |
MRWM Advisors, LLC reports $243.31M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are GMMF (17.5%), VTI (12.9%) and IVV (6.4%). The top 20 holdings account for 82.87% of reported assets. Its disclosed equity book has returned +22.93% 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 MRWM Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1732949). View MRWM Advisors, LLC’s 13F filings on SEC