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Mpwm Advisory Solutions

Latest statistics and disclosures from Mpwm Advisory Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, SPTM, QQQ, QQQM, SPTL, and represent 39.59% of Mpwm Advisory Solutions's stock portfolio.
Added to shares of these 10 stocks: SPYG, CDL, CGGR, BUFQ, IWM, CLOI, EFA, OUNZ, PULS, SDVY.
Started 54 new stock positions in SOLS, PATH, INTC, SPYM, FNCL, URA, ZS, Q, TEAM, RKLB.
Reduced shares in these 10 stocks: SFLR, SPY, SPYV, BUFF, JNJ, TFLO, GM, QQQ, MRVL, CFA.
Sold out of its positions in BYND, CAVA, CTVA, HYLB, DOW, ETR, FMHI, FI, FE, EEM.
Mpwm Advisory Solutions was a net buyer of stock by $12M.
Mpwm Advisory Solutions has $180M in assets under management (AUM), dropping by 6.73%.
Central Index Key (CIK): 0002056693

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Positions held by Mpwm Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mpwm Advisory Solutions

Mpwm Advisory Solutions holds 537 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Mpwm Advisory Solutions has 537 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mpwm Advisory Solutions Dec. 31, 2025 positions
Download the Mpwm Advisory Solutions December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
SPDR S&P MF Closed and MF Open (SPY)	18.6	$33M	-11%	49k	681.91	View chart
State Street MF Closed and MF Open (SPTM)	9.4	$17M	+2%	204k	82.50	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	4.5	$8.1M	-2%	13k	614.31	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	3.5	$6.4M		25k	252.92	View chart
State Street MF Closed and MF Open (SPTL)	3.5	$6.4M		241k	26.47	View chart
Ishares Russell MF Closed and MF Open (IWM)	3.2	$5.7M	+61%	23k	246.16	View chart
First Trust MF Closed and MF Open (BUFQ)	3.0	$5.5M	+71%	153k	35.84	View chart
Vaneck Clo MF Closed and MF Open (CLOI)	2.7	$4.9M	+74%	92k	52.81	View chart
State Street MF Closed and MF Open (XLI)	2.5	$4.4M		29k	155.12	View chart
Dimensional Us MF Closed and MF Open (DFUS)	2.3	$4.2M		57k	74.17	View chart
State Street MF Closed and MF Open (SPYG)	2.3	$4.1M	+43813%	39k	106.70	View chart
Ishares Msci MF Closed and MF Open (INDA)	2.0	$3.5M	+2%	65k	54.05	View chart
Victoryshares Us MF Closed and MF Open (CDL)	1.9	$3.4M	+899%	488k	6.88	View chart
Capital Group MF Closed and MF Open (CGGR)	1.8	$3.3M	+783%	74k	44.47	View chart
First Trust MF Closed and MF Open (SDVY)	1.7	$3.1M	+19%	80k	38.32	View chart
Apple Common Stock (AAPL)	1.4	$2.6M		9.4k	271.86	View chart
Nvidia Corp Common Stock (NVDA)	1.4	$2.4M	+13%	13k	186.50	View chart
Ishares Treasury MF Closed and MF Open (TFLO)	1.2	$2.2M	-13%	44k	50.46	View chart
First Trust MF Closed and MF Open (CIBR)	1.2	$2.2M	+2%	30k	71.45	View chart
Ishares Msci MF Closed and MF Open (EFA)	1.0	$1.9M	+4305%	19k	96.03	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	1.0	$1.8M	+15%	18k	100.34	View chart
Ishares Core MF Closed and MF Open (IJH)	1.0	$1.7M		26k	66.00	View chart
Amazon Common Stock (AMZN)	0.8	$1.4M	+7%	6.1k	230.82	View chart
Vanguard Mega MF Closed and MF Open (MGC)	0.8	$1.4M	-4%	5.4k	251.16	View chart
Schwab Short MF Closed and MF Open (SCHO)	0.7	$1.3M	+18%	52k	24.37	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.7	$1.2M	+139%	25k	49.59	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.7	$1.2M		3.6k	335.23	View chart
Alphabet Common Stock (GOOG)	0.6	$1.2M	-6%	3.7k	313.84	View chart
Blackrock Muniassets MF Closed and MF Open (MUA)	0.6	$1.1M		102k	10.71	View chart
Vaneck Merk MF Closed and MF Open (OUNZ)	0.6	$1.1M	+1598%	26k	41.48	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.6	$1.0M		3.6k	290.22	View chart
Dimensional Intl MF Closed and MF Open (DFIV)	0.5	$979k		20k	49.90	View chart
Innovator Equity MF Closed and MF Open (SFLR)	0.5	$968k	-82%	26k	36.86	View chart
First Trust MF Closed and MF Open (UCON)	0.5	$878k	-14%	35k	25.17	View chart
Alerian M MF Closed and MF Open (AMLP)	0.5	$854k		18k	47.02	View chart
Vaneck P MF Closed and MF Open (PFXF)	0.5	$835k	+2%	47k	17.66	View chart
First Trust MF Closed and MF Open (FTA)	0.5	$819k		9.5k	86.15	View chart
First Trust MF Closed and MF Open (FTC)	0.5	$817k		5.1k	159.88	View chart
Alphabet Common Stock (GOOGL)	0.5	$812k	+35%	2.6k	313.00	View chart
Microsoft Corp Common Stock (MSFT)	0.4	$791k		1.6k	483.63	View chart
Visa Common Stock (V)	0.4	$781k		2.2k	350.77	View chart
Vanguard Small MF Closed and MF Open (VB)	0.4	$776k	+22%	3.0k	257.95	View chart
Meta Platforms Common Stock (META)	0.4	$691k	-10%	1.0k	660.04	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.4	$680k		6.8k	100.38	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.4	$671k	+5%	17k	39.59	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.4	$663k		1.6k	412.77	View chart
Spdr Gold Common Stock (GLD)	0.4	$655k	+86%	1.7k	396.31	View chart
American Century MF Closed and MF Open (QGRO)	0.3	$617k	-15%	5.4k	114.52	View chart
West Pharmaceutical Common Stock (WST)	0.3	$571k		2.1k	275.14	View chart
First Trust MF Closed and MF Open (FDT)	0.3	$564k		7.1k	79.45	View chart
Spdr Euro MF Closed and MF Open (FEZ)	0.3	$561k		8.7k	64.39	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.3	$560k		892.00	627.28	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	0.3	$527k	+18%	10k	51.26	View chart
Dimensional Us MF Closed and MF Open (DFUV)	0.3	$513k		11k	46.59	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.3	$510k		10k	50.59	View chart
Dimensional Us MF Closed and MF Open (DFAS)	0.3	$470k		6.7k	69.67	View chart
Tesla Common Stock (TSLA)	0.2	$430k	+19%	957.00	449.72	View chart
State Street MF Closed and MF Open (BIL)	0.2	$428k	+4%	4.7k	91.38	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.2	$414k		1.1k	373.54	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.2	$407k	+7%	12k	32.73	View chart
First Trust MF Closed and MF Open (FVD)	0.2	$398k		8.6k	46.08	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.2	$396k	-17%	4.1k	96.27	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.2	$388k		5.0k	77.87	View chart
First Trust MF Closed and MF Open (RDVY)	0.2	$374k		5.4k	69.47	View chart
Ishares Core MF Closed and MF Open (AGG)	0.2	$371k		3.7k	99.88	View chart
First Trust MF Closed and MF Open (FTCS)	0.2	$370k		4.0k	92.51	View chart
Bitmine Immersion Common Stock (BMNR)	0.2	$356k	+103%	13k	27.15	View chart
State Street MF Closed and MF Open (XLK)	0.2	$349k	+62%	2.4k	143.97	View chart
First Trust MF Closed and MF Open (FEP)	0.2	$335k		6.2k	53.75	View chart
Dimensional Intl MF Closed and MF Open (DFIC)	0.2	$313k		9.1k	34.46	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.2	$310k	-32%	3.4k	91.01	View chart
U S Treasury MF Closed and MF Open (TBIL)	0.2	$304k		6.1k	49.88	View chart
Western Union Common Stock (WU)	0.2	$301k	+17%	32k	9.31	View chart
Vanguard Large MF Closed and MF Open (VV)	0.2	$295k		938.00	314.80	View chart
First Trust MF Closed and MF Open (LMBS)	0.2	$288k		5.8k	49.99	View chart
State Street MF Closed and MF Open (SPYV)	0.2	$285k	-86%	5.0k	56.81	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$275k		547.00	502.65	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.2	$273k		4.4k	62.46	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$269k	-59%	1.3k	206.97	View chart
Marvell Technology Common Stock (MRVL)	0.1	$257k	-38%	3.0k	84.99	View chart
Viking Therapeutics Common Stock (VKTX)	0.1	$245k	-3%	7.0k	35.18	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$229k	+79%	1.2k	191.59	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$229k		1.6k	143.53	View chart
Blackrock Enhanced MF Closed and MF Open (CII)	0.1	$220k	NEW	9.4k	23.37	View chart
Eli Lilly Common Stock (LLY)	0.1	$219k	-19%	204.00	1072.34	View chart
Verizon Communications Common Stock (VZ)	0.1	$214k	+11%	5.2k	40.73	View chart
Intl Business Common Stock (IBM)	0.1	$210k	-38%	708.00	296.18	View chart
Arista Networks Common Stock (ANET)	0.1	$207k	-3%	1.6k	131.03	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$207k		768.00	269.18	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$205k		2.1k	96.84	View chart
Campbells Common Stock (CPB)	0.1	$202k	NEW	7.2k	27.87	View chart
First Trust MF Closed and MF Open (FNX)	0.1	$196k		1.6k	125.98	View chart
Chevron Corp Common Stock (CVX)	0.1	$196k	-3%	1.3k	152.35	View chart
Norwegian Cruise Common Stock (NCLH)	0.1	$189k	+89%	8.5k	22.32	View chart
Merck & Company Common Stock (MRK)	0.1	$188k		1.8k	105.26	View chart
T-mobile Us Common Stock (TMUS)	0.1	$186k	+205%	915.00	203.04	View chart
State Street MF Closed and MF Open (XLV)	0.1	$183k	-39%	1.2k	154.84	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$177k		2.0k	87.14	View chart
Fidelity Msci MF Closed and MF Open (FNCL)	0.1	$174k	NEW	2.2k	77.74	View chart
Nextera Energy Common Stock (NEE)	0.1	$167k	-38%	2.1k	80.28	View chart
Pfizer Common Stock (PFE)	0.1	$163k	+38%	6.6k	24.90	View chart
Nuveen Dynamic MF Closed and MF Open (NDMO)	0.1	$157k	+2%	16k	10.08	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.1	$152k		1.1k	133.49	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.1	$148k	+133%	5.9k	24.87	View chart
Blackrock Science MF Closed and MF Open (BST)	0.1	$147k	NEW	3.6k	40.54	View chart
First Trust MF Closed and MF Open (FEM)	0.1	$145k		5.3k	27.35	View chart
Ishares Biotechnology MF Closed and MF Open (IBB)	0.1	$142k	NEW	840.00	168.77	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$138k		1.5k	89.47	View chart
Micron Technology Common Stock (MU)	0.1	$138k		483.00	285.62	View chart
Coreweave Common Stock (CRWV)	0.1	$135k	+29%	1.9k	71.61	View chart
Innovator Etfs MF Closed and MF Open (BUFF)	0.1	$135k	-82%	2.7k	49.86	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.1	$135k		1.1k	123.26	View chart
Ishares Core MF Closed and MF Open (IVV)	0.1	$131k		192.00	683.57	View chart
First Horizon Common Stock (FHN)	0.1	$129k		5.4k	23.90	View chart
Ishares Silver Common Stock (SLV)	0.1	$129k		2.0k	64.42	View chart
Costco Wholesale Common Stock (COST)	0.1	$122k	+143%	141.00	861.52	View chart
United Airlines Common Stock (UAL)	0.1	$121k		1.1k	111.82	View chart
Netflix Common Stock (NFLX)	0.1	$115k	+2819%	1.2k	93.76	View chart
State Street MF Closed and MF Open (SPIB)	0.1	$113k	+869%	3.3k	33.81	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.1	$111k		2.2k	50.58	View chart
Walmart Common Stock (WMT)	0.1	$109k	+7%	974.00	111.38	View chart
Applovin Corp Common Stock (APP)	0.1	$108k	+28%	160.00	673.83	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$106k		1.0k	102.42	View chart
Invesco Aerospace MF Closed and MF Open (PPA)	0.1	$104k	NEW	666.00	156.59	View chart
Doubleline Yield MF Closed and MF Open (DLY)	0.1	$103k		7.1k	14.54	View chart
Invesco S&p MF Closed and MF Open (SPHB)	0.1	$103k		879.00	116.94	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.1	$102k	+3%	1.2k	85.76	View chart
Victoryshares Core MF Closed and MF Open (UITB)	0.1	$99k	-30%	2.1k	47.35	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$99k	+11%	5.6k	17.67	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$97k	+124%	294.00	330.12	View chart
First Trust MF Closed and MF Open (FNY)	0.1	$96k		1.1k	91.19	View chart
Dimensional Short MF Closed and MF Open (DFSD)	0.1	$95k		2.0k	47.95	View chart
First Trust MF Closed and MF Open (FTSL)	0.1	$92k		2.0k	45.88	View chart
First Trust MF Closed and MF Open (FPE)	0.1	$92k		5.0k	18.22	View chart
Cadence Design Common Stock (CDNS)	0.1	$91k	-12%	290.00	312.58	View chart
Guggenheim Strategic MF Closed and MF Open (GOF)	0.1	$90k		7.0k	12.88	View chart
Norfolk Southern Common Stock (NSC)	0.0	$89k		307.00	288.72	View chart
Thermo Fisher Common Stock (TMO)	0.0	$87k		150.00	579.45	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$86k		1.2k	69.43	View chart
Blue Owl Common Stock (OBDC)	0.0	$82k		6.6k	12.43	View chart
Coca Cola Company Common Stock (KO)	0.0	$81k		1.2k	69.93	View chart
Invesco Kbw MF Closed and MF Open (KBWD)	0.0	$77k		5.6k	13.66	View chart
Capital Group MF Closed and MF Open (CGSD)	0.0	$76k	-41%	2.9k	26.01	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.0	$76k		510.00	148.69	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.0	$75k		1.1k	68.60	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.0	$74k		151.00	488.36	View chart
First Trust MF Closed and MF Open (BUFR)	0.0	$74k	-19%	2.1k	34.26	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$71k	+23%	235.00	303.68	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$65k	+780%	2.4k	27.43	View chart
First Trust MF Closed and MF Open (FYX)	0.0	$65k		574.00	113.14	View chart
Caterpillar Common Stock (CAT)	0.0	$65k	+14%	113.00	573.60	View chart
Agilysys Common Stock (AGYS)	0.0	$64k	-2%	542.00	118.84	View chart
Paycom Software Common Stock (PAYC)	0.0	$64k		400.00	159.36	View chart
Berkley W R Common Stock (WRB)	0.0	$63k		900.00	70.12	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$62k		110.00	566.36	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.0	$62k		1.3k	46.54	View chart
State Street MF Closed and MF Open (XLF)	0.0	$62k	+161%	1.1k	54.77	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.0	$62k		130.00	473.30	View chart
Zebra Technologies Common Stock (ZBRA)	0.0	$61k	+204%	250.00	242.82	View chart
Ishares Core MF Closed and MF Open (IJR)	0.0	$60k		501.00	120.20	View chart
Lam Research Common Stock (LRCX)	0.0	$60k	-5%	350.00	171.18	View chart
Zimmer Biomet Common Stock (ZBH)	0.0	$59k		661.00	89.92	View chart
Draftkings Common Stock (DKNG)	0.0	$59k	NEW	1.7k	34.46	View chart
First Trust MF Closed and MF Open (FSCS)	0.0	$59k		1.6k	35.77	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.0	$57k	-3%	593.00	96.23	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.0	$57k	+121%	1.3k	45.21	View chart
First Trust MF Closed and MF Open (FEX)	0.0	$56k		475.00	118.62	View chart
Cvs Health Common Stock (CVS)	0.0	$56k		700.00	79.36	View chart
Pepsico Common Stock (PEP)	0.0	$54k		377.00	143.52	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$54k	+65%	303.00	177.75	View chart
Ishares 1-5 MF Closed and MF Open (IGSB)	0.0	$54k	+6250%	1.0k	52.88	View chart
Lockheed Martin Common Stock (LMT)	0.0	$54k		111.00	483.67	View chart
Qualcomm Common Stock (QCOM)	0.0	$53k		311.00	171.17	View chart
Strategy Common Stock (MSTR)	0.0	$53k	+1066%	350.00	151.95	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$53k	+47%	164.00	322.77	View chart
First Trust MF Closed and MF Open (FXL)	0.0	$53k		314.00	168.28	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.0	$53k	+13%	462.00	113.89	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$53k	-2%	210.00	250.31	View chart
Blackrock Utilities MF Closed and MF Open (BUI)	0.0	$52k	NEW	2.0k	25.69	View chart
Rtx Corp Common Stock (RTX)	0.0	$50k	+4%	275.00	183.28	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.0	$49k		621.00	78.81	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.0	$48k		652.00	73.56	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$48k		888.00	53.79	View chart
Southern Company Common Stock (SO)	0.0	$48k	+121%	544.00	87.24	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.0	$47k		411.00	114.57	View chart
Broadcom Common Stock (AVGO)	0.0	$46k	+32%	134.00	346.10	View chart
Pennantpark Floating Common Stock (PFLT)	0.0	$46k		5.0k	9.27	View chart
Dimensional Intl MF Closed and MF Open (DIHP)	0.0	$46k		1.5k	31.66	View chart
Dimensional Core MF Closed and MF Open (DFCF)	0.0	$46k		1.1k	42.56	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$45k		100.00	453.36	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.0	$42k		70.00	603.29	View chart
Sentinelone Common Stock (S)	0.0	$42k	-6%	2.8k	15.00	View chart
Emerson Electric Common Stock (EMR)	0.0	$41k		309.00	132.80	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.0	$41k	NEW	700.00	58.12	View chart
Bank America Common Stock (BAC)	0.0	$40k	+60%	730.00	55.01	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$39k		206.00	190.67	View chart
Barings Bdc Common Stock (BBDC)	0.0	$39k		4.2k	9.18	View chart
First Trust MF Closed and MF Open (QQEW)	0.0	$39k		272.00	142.13	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.0	$38k		133.00	287.85	View chart
Global X MF Closed and MF Open (AIQ)	0.0	$38k	+140%	742.00	50.84	View chart
Pimco Dynamic MF Closed and MF Open (PDX)	0.0	$37k	NEW	2.0k	18.78	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$36k		255.00	141.25	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.0	$36k		499.00	71.41	View chart
First Trust MF Closed and MF Open (FXR)	0.0	$36k		446.00	79.87	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$35k	NEW	415.00	84.64	View chart
Procter & Gamble Common Stock (PG)	0.0	$35k	-25%	245.00	143.31	View chart
Gentex Corp Common Stock (GNTX)	0.0	$35k	NEW	1.5k	23.27	View chart
Icahn Enterprises Common Stock (IEP)	0.0	$34k	+6%	4.6k	7.55	View chart
Mastercard Common Stock (MA)	0.0	$34k		60.00	570.87	View chart
Napco Security Common Stock (NSSC)	0.0	$34k		805.00	41.70	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$33k	+26%	1.1k	29.89	View chart
American Century MF Closed and MF Open (MUSI)	0.0	$33k	-35%	748.00	44.16	View chart
Intel Corp Common Stock (INTC)	0.0	$33k	NEW	885.00	36.90	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$32k		473.00	67.24	View chart
Delta Airlines Common Stock (DAL)	0.0	$31k		453.00	69.40	View chart
Ge Aerospace Common Stock (GE)	0.0	$31k	+1022%	101.00	307.44	View chart
Medtronic Common Stock (MDT)	0.0	$31k		321.00	96.06	View chart
Doubleline Opportunistic MF Closed and MF Open (DBL)	0.0	$31k		2.0k	15.25	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$30k	-37%	338.00	88.49	View chart
Estee Lauder Common Stock (EL)	0.0	$29k	-14%	279.00	104.81	View chart
Global X MF Closed and MF Open (SHLD)	0.0	$29k	NEW	450.00	64.79	View chart
Advanced Micro Common Stock (AMD)	0.0	$29k	+17%	133.00	214.17	View chart
Dimensional Intl MF Closed and MF Open (DFAI)	0.0	$28k		730.00	38.11	View chart
Home Depot Common Stock (HD)	0.0	$28k	+166%	80.00	345.46	View chart
Gilead Sciences Common Stock (GILD)	0.0	$27k		220.00	122.74	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.0	$27k	-33%	1.0k	26.68	View chart
Alibaba Group Common Stock (BABA)	0.0	$27k		181.00	146.54	View chart
Waste Management Common Stock (WM)	0.0	$26k		120.00	219.71	View chart
Vanguard Total MF Closed and MF Open (BND)	0.0	$26k		351.00	74.12	View chart
Csx Corp Common Stock (CSX)	0.0	$25k		701.00	36.27	View chart
Ishares S&p MF Closed and MF Open (IJT)	0.0	$25k		180.00	141.16	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$25k	-33%	119.00	210.34	View chart
Eastman Kodak Common Stock (KODK)	0.0	$25k		2.9k	8.46	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$24k	-5%	483.00	49.65	View chart
Blackrock Fdg Common Stock (BLK)	0.0	$24k		22.00	1090.00	View chart
Shell Common Stock (SHEL)	0.0	$24k		325.00	73.53	View chart
Ford Motor Common Stock (F)	0.0	$24k	-22%	1.8k	13.12	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.0	$24k	+1666%	530.00	44.42	View chart
Invesco Dorsey MF Closed and MF Open (PRN)	0.0	$23k		133.00	174.58	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.0	$23k		167.00	136.94	View chart
Vaneck High MF Closed and MF Open (HYD)	0.0	$22k	+212%	435.00	51.12	View chart
Block Common Stock (XYZ)	0.0	$22k	-72%	340.00	65.09	View chart
Duke Energy Common Stock (DUK)	0.0	$22k		187.00	117.21	View chart
Peakstone Realty Common Stock (PKST)	0.0	$22k		1.5k	14.35	View chart
Abbvie Common Stock (ABBV)	0.0	$21k		93.00	229.28	View chart
Ishares U S MF Closed and MF Open (IYT)	0.0	$21k		280.00	74.51	View chart
Ishares Msci MF Closed and MF Open (RING)	0.0	$21k	NEW	280.00	73.64	View chart
Abrdn Physical MF Closed and MF Open (GLTR)	0.0	$21k		100.00	205.60	View chart
Ishares Broad MF Closed and MF Open (USHY)	0.0	$21k		548.00	37.39	View chart
Huntsman Corp Common Stock (HUN)	0.0	$20k	NEW	2.0k	10.00	View chart

Past Filings by Mpwm Advisory Solutions

SEC 13F filings are viewable for Mpwm Advisory Solutions going back to 2024

Mpwm Advisory Solutions 2025 Q4 filed Feb. 17, 2026
Mpwm Advisory Solutions 2025 Q3 filed Nov. 14, 2025
Mpwm Advisory Solutions 2025 Q2 filed Aug. 14, 2025
Mpwm Advisory Solutions 2025 Q1 filed May 15, 2025
Mpwm Advisory Solutions 2024 Q4 filed Feb. 18, 2025

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