account_balance
Investment manager · 13F filer · SEC CIK 1732949
MRWM Advisors, LLC
Reported value$243Mas of Jun 30, 2026
Positions80 8 new, 2 sold out
Top 10 weight64.0%GMMF alone is 17%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GMMFBlackRock ETF Trust
17.5%New
VTIVanguard Index FDS
13.0%
IVViShares Tr
6.4%
SGOLabrdn Gold ETF Trust
5.3%Added +3%
VTVVanguard Index FDS
4.4%Added +3%
VXUSVanguard Star FDS
3.9%
CGGRCapital Group Growth ETF
3.8%Added +4%
SPYSPDR S&P 500 ETF Trust
3.4%Added +2%
SGOViShares Tr
3.3%Trimmed −5%
SCHDSchwab Strategic Tr
2.9%
NOBLProshares Tr
2.9%Added +8%
AAPLApple Inc.
2.6%
GMMFBlackRock ETF Trust
17.5%New
VTIVanguard Index FDS
13.0%
IVViShares Tr
6.4%
SGOLabrdn Gold ETF Trust
5.3%
VTVVanguard Index FDS
4.4%
VXUS3.9%
CGGR3.8%
SPY3.4%SGOV3.3%
SCHD
NOBL
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GMMF BlackRock ETF Trust 17.5% New
VTI Vanguard Index FDS 13.0% Held
IVV iShares Tr 6.4% Held
SGOL abrdn Gold ETF Trust 5.3% Added +3%VTV Vanguard Index FDS 4.4% Added +3%
VXUS Vanguard Star FDS 3.9% Held
CGGR Capital Group Growth ETF 3.8% Added +4%
SPY SPDR S&P 500 ETF Trust 3.4% Added +2%SGOV iShares Tr 3.3% Trimmed −5%
SCHD Schwab Strategic Tr 2.9% Held
NOBL Proshares Tr 2.9% Added +8%
AAPL Apple Inc. 2.6% HeldWhat changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.