DOSSIER · 13F-HR · Q2 2026
MRWM Advisors, LLC
$243M in tracked AUM across 80 positions as of Q2 2026.
MA
CIK 0001732949 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of MRWM Advisors, LLC 13F Filing
Portfolio Overview
MRWM Advisors, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 164.1%, rising from $70.55 million to $186.33 million during the quarter ending December 31, 2025. The portfolio currently comprises 76 holdings. The composition reflects a highly diversified, multi-asset approach. The firm utilizes a "core-satellite" strategy, where th...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.