StockDriftsStockDriftsTop 50 Mw Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | 20.51% | 600.3K | $51.7M | -21.55%(-164.90K) | $78.77(+18.60%) | 2026-09-30 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 7% | 252.9K | $17.6M | +4.72%(+11.40K) | $63.83(+11.57%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.38% | 59.4K | $13.6M | +10.04%(+5.42K) | $185.51(+17.02%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 4.32% | 15.5K | $10.9M | +42.99%(+4.67K) | $651.90(+8.08%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.08% | 30.9K | $10.3M | +12.84%(+3.51K) | $272.91(+25.66%) | 2026-09-30 | |
| IVV | ISHARES TR | 4.07% | 13.4K | $10.3M | +17.02%(+1.95K) | $701.43(+9.78%) | 2026-09-30 | |
| JBI | JANUS INTERNATIONAL GROUP IN | 3.95% | 2.43M | $10.0M | +11.45%(+250.00K) | $5.20(-17.52%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.98% | 14.7K | $7.5M | -30.46%(-6.42K) | $365.99(+45.77%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.97% | 14.4K | $5.0M | +25.55%(+2.93K) | $322.62(+6.68%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.86% | 18.8K | $4.7M | +24.23%(+3.66K) | $224.34(+16.99%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.55% |
Mw Advisory LLC reports $252.00M in US-listed equity holdings across 152 positions in its most recent 13F filing. Its largest disclosed positions are KO (20.5%), OMFL (7.0%) and NVDA (5.4%). The top 20 holdings account for 69.08% of reported assets. Its disclosed equity book has returned +3.94% cumulatively over 1 quarter. Figures reflect the Q3 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 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