DOSSIER · 13F-HR · Q2 2026

MW ADVISORY, LLC

$250M in tracked AUM across 139 positions as of Q2 2026.

MA
CIK 0002149104 · last filed Jun 30, 2026
Total AUM
$250M
as of Q2 2026
Holdings
139
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MW ADVISORY, 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
KO
COCA COLA CO
$62M765K24.8%
02
OMFL
INVESCO EXCH TRD SLF IDX FD
$17M242K6.6%
03
JBI
JANUS INTERNATIONAL GROUP IN
$12M2.2M4.8%
04
NVDA
NVIDIA CORPORATION
$11M54K4.3%
05
IVV
ISHARES TR
$9M11K3.4%
06
AAPL
APPLE INC
$8M27K3.2%
07
MSFT
MICROSOFT CORP
$8M21K3.1%
08
VOO
VANGUARD INDEX FDS
$7M11K3.0%
09
GOOGL
ALPHABET INC
$4M11K1.6%
10
GOOG
ALPHABET INC
$4M11K1.6%

Filing history

2026Q2Jun 30
$250M
139 positionsView →