MPWM ADVISORY SOLUTIONS, LLC
MPWM ADVISORY SOLUTIONS, LLC reported 571 positions worth $218.4M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SPY (16.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $36.5M | 16.72% | 48,890 | — | — | |
| ▸ 2 | SPTM | SH | $20.3M | 9.30% | 223,805 | — | — | |
| ▸ 3 | QQQ | SH | $10.9M | 4.98% | 14,779 | — | — | |
| ▸ 4 | SPTL | SH | $9.4M | 4.31% | 358,826 | — | — | |
| ▸ 5 | IWM | SH | $7.4M | 3.40% | 24,697 | — | — | |
| ▸ 6 | BUFQ | SH | $6.2M | 2.85% | 158,667 | — | — | |
| ▸ 7 | CLOI | SH | $5.5M | 2.51% | 103,696 | — | — | |
| ▸ 8 | QQQM | SH | $5.3M | 2.45% | 17,655 | — | — | |
| ▸ 9 | DFUS | SH | $4.5M | 2.07% | 55,190 | — | — | |
| ▸ 10 | XLI | SH | $4.4M | 2.04% | 24,006 | — | — |
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Frequently Asked Questions
What stocks does MPWM ADVISORY SOLUTIONS, LLC hold as of Q2 2026?
MPWM ADVISORY SOLUTIONS, LLC reported 571 positions worth $218.4M in its Q2 2026 13F filing. Largest positions: SPY (16.7%), SPTM (9.3%), QQQ (5.0%), SPTL (4.3%) and IWM (3.4%).
What did MPWM ADVISORY SOLUTIONS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MPWM ADVISORY SOLUTIONS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.