DOSSIER · 13F-HR · Q1 2026

MPWM ADVISORY SOLUTIONS, LLC

$189M in tracked AUM across 577 positions as of Q1 2026.

MA
CIK 0002056693 · last filed Mar 31, 2026
Total AUM
$189M
as of Q1 2026
Holdings
577
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

MPWM ADVISORY SOLUTIONS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STREET
$32M50K17.1%
02
SPTM
STATE STREET
$16M209K8.7%
03
SPTL
STATE STREET
$9M347K4.8%
04
QQQ
INVESCO QQQ
$9M15K4.6%
05
IWM
ISHARES RUSSELL
$6M23K3.1%
06
CLOI
VANECK CLO
$5M99K2.8%
07
BUFQ
FIRST TRUST
$5M146K2.7%
08
DFUS
DIMENSIONAL US
$4M56K2.1%
09
QQQM
INVESCO NASDAQ
$4M17K2.1%
10
SPYG
STATE STREET
$4M38K2.0%

Filing history

2026Q1Mar 31
$189M 5.1%
577 positionsView →
2025Q4Dec 31
$180M 6.7%
537 positionsView →
2025Q3Sep 30
$168M 6.4%
534 positionsView →
2025Q2Jun 30
$158M 44.8%
532 positionsLocked
2025Q1Mar 31
$109M 20.2%
367 positionsLocked
2024Q4Dec 31
$137M
736 positionsLocked