account_balance
Investment manager · 13F filer · SEC CIK 2149104
Mw Advisory, LLC
Reported value$252Mas of Sep 30, 2026
Positions152 28 new, 15 sold out
Top 10 weight56.1%KO alone is 21%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
KOCoca-Cola Co
20.5%Trimmed −22%
OMFLInvesco Exch TRD SLF Idx Fd
7.0%Added +5%
NVDANVIDIA Corp
5.4%Added +10%
VOOVanguard Index FDS
4.3%Added +43%
AAPLApple Inc.
4.1%Added +13%
IVViShares Tr
4.1%Added +17%
JBIJanus International Group, Inc.
3.9%Added +11%
MSFTMicrosoft Corp
3.0%Trimmed −30%
GOOGLAlphabet Inc.
2.0%
AMZNAmazon.com Inc
1.9%Added +24%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.7%+17%
GOOG1.6%KOCoca-Cola Co
20.5%Trimmed −22%
OMFLInvesco Exch TRD SLF Idx Fd
7.0%
NVDANVIDIA Corp
5.4%
VOOVanguard Index FDS
4.3%+43%
AAPLApple Inc.
4.1%
IVViShares Tr
4.1%
JBIJanus International Group, Inc.
3.9%
MSFT3.0%AMZN1.9%TSM1.7%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
KO Coca-Cola Co 20.5% Trimmed −22%
OMFL Invesco Exch TRD SLF Idx Fd 7.0% Added +5%
NVDA NVIDIA Corp 5.4% Added +10%VOO Vanguard Index FDS 4.3% Added +43%
AAPL Apple Inc. 4.1% Added +13%IVV iShares Tr 4.1% Added +17%
JBI Janus International Group, Inc. 3.9% Added +11%MSFT Microsoft Corp 3.0% Trimmed −30%GOOGL Alphabet Inc. 2.0% Added +26%AMZN Amazon.com Inc 1.9% Added +24%TSM Taiwan Semiconductor Manufacturing Co Ltd 1.7% Added +17%GOOG Alphabet Inc. 1.6% Added +8%What changed
Biggest moves since Jun 30, 2026
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