account_balance
Investment manager · 13F filer · SEC CIK 2056693
MPWM Advisory Solutions, LLC
Reported value$218Mas of Jun 30, 2026
Positions571 32 new, 38 sold out
Top 10 weight50.6%SPY alone is 17%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
16.7%
SPTMState Street
9.3%Added +7%
QQQInvesco QQQ
5.0%Trimmed −2%
SPTLState Street
4.3%Added +3%
IWMiShares Russell
3.4%Added +5%
BUFQFirst Trust
2.9%Added +9%
CLOIVaneck Clo
2.5%Added +4%
QQQMInvesco Nasdaq
2.4%Added +6%
DFUSDimensional US
2.1%
XLIState Street
2.0%Added +14%
SPYGState Street
2.0%Trimmed −5%
SPMOInvesco S&P
1.9%
SPYSPDR S&P 500 ETF Trust
16.7%
SPTMState Street
9.3%+7%
QQQInvesco QQQ
5.0%
SPTLState Street
4.3%
IWM3.4%
BUFQ2.9%
CLOI2.5%
QQQM2.4%
DFUS2.1%
XLI2.0%
SPYG2.0%
SPMO
Boxes 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
SPY SPDR S&P 500 ETF Trust 16.7% Held
SPTM State Street 9.3% Added +7%
QQQ Invesco QQQ 5.0% Trimmed −2%
SPTL State Street 4.3% Added +3%
IWM iShares Russell 3.4% Added +5%
BUFQ First Trust 2.9% Added +9%
CLOI Vaneck Clo 2.5% Added +4%
QQQM Invesco Nasdaq 2.4% Added +6%
DFUS Dimensional US 2.1% Held
XLI State Street 2.0% Added +14%
SPYG State Street 2.0% Trimmed −5%
SPMO Invesco S&P 1.9% Trimmed −18%
What changed
Biggest moves since Mar 31, 2026
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