StockDriftsStockDriftsTop 50 Mw Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | 24.85% | 765.2K | $62.2M | new | $78.77(+10.20%) | 2026-06-30 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 6.61% | 241.5K | $16.6M | new | $63.58(+12.04%) | 2026-06-30 | |
| JBI | JANUS INTERNATIONAL GROUP IN | 4.84% | 2.18M | $12.1M | new | $5.25(-0.71%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.31% | 53.9K | $10.8M | new | $182.63(+20.71%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.43% | 11.4K | $8.6M | new | $691.91(+12.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.16% | 27.4K | $7.9M | new | $267.99(+14.43%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.14% | 21.1K | $7.9M | new | $365.99(+37.37%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.98% | 10.9K | $7.5M | new | $633.87(+12.17%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.64% | 11.5K | $4.1M | new | $315.43(+11.42%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.57% | 11.1K | $3.9M | new | $313.24(+11.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Mw Advisory LLC reports $250.26M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are KO (24.9%), OMFL (6.6%) and JBI (4.8%). The top 20 holdings account for 68.23% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Mw Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2149104). View Mw Advisory LLC’s 13F filings on SEC