DOSSIER · 13F-HR · Q3 2026

MW ADVISORY, LLC

$252M in tracked AUM across 152 positions as of Q3 2026.

MA
CIK 0002149104 · last filed Sep 30, 2026
Total AUM
$252M
as of Q3 2026
Holdings
152
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

MW ADVISORY, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
KO
COCA COLA CO
$52M600K20.5%
02
OMFL
INVESCO EXCH TRD SLF IDX FD
$18M253K7.0%
03
NVDA
NVIDIA CORPORATION
$14M59K5.4%
04
VOO
VANGUARD INDEX FDS
$11M16K4.3%
05
AAPL
APPLE INC
$10M31K4.1%
06
IVV
ISHARES TR
$10M13K4.1%
07
JBI
JANUS INTERNATIONAL GROUP IN
$10M2.4M3.9%
08
MSFT
MICROSOFT CORP
$8M15K3.0%
09
GOOGL
ALPHABET INC
$5M14K2.0%
10
AMZN
AMAZON COM INC
$5M19K1.9%

Filing history

2026Q3Sep 30
$252M▲ 0.7%
152 positionsView →
2026Q2Jun 30
$250M—
139 positionsView →