DOSSIER · 13F-HR · Q2 2026

MPWM ADVISORY SOLUTIONS, LLC

$218M in tracked AUM across 571 positions as of Q2 2026.

MA
CIK 0002056693 · last filed Jun 30, 2026
Total AUM
$218M
as of Q2 2026
Holdings
571
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MPWM ADVISORY SOLUTIONS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STREET
$37M49K16.7%
02
SPTM
STATE STREET
$20M224K9.3%
03
QQQ
INVESCO QQQ
$11M15K5.0%
04
SPTL
STATE STREET
$9M359K4.3%
05
IWM
ISHARES RUSSELL
$7M25K3.4%
06
BUFQ
FIRST TRUST
$6M159K2.9%
07
CLOI
VANECK CLO
$5M104K2.5%
08
QQQM
INVESCO NASDAQ
$5M18K2.4%
09
DFUS
DIMENSIONAL US
$5M55K2.1%
10
XLI
STATE STREET
$4M24K2.0%

Filing history

2026Q2Jun 30
$218M 15.7%
571 positionsView →
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