MRWM Advisors, LLC
CIK 0001732949 · NASHVILLE, TN · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$243.3M
2026 Q2
Positions
80
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GMMF
BLACKROCK ETF TRUST
17.5%
VTI
VANGUARD INDEX FDS
13.0%
IVV
ISHARES TR
6.4%
SGOL
ETFS GOLD TR
5.3%
VTV
VANGUARD INDEX FDS
4.4%
VXUS
VANGUARD STAR FDS
3.9%
CGGR
CAPITAL GROUP GROWTH ETF
3.8%
SPY
STATE STR SPDR S&P 500 ETF T
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.