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Disclosery

13F-HR filed by MRWM Advisors, LLC

MRWM Advisors, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-26, with 76 holding rows worth $186,334,377.

Accession
0001754960-26-000115
Filer
CIK 1732949
Filed
2026-01-26
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 76 entries on the cover page, a total value of $186,334,377 stated on the cover page (in dollars after the unit check, H1), rows summing to $186,334,377 with VALUE read as dollars as filed, 13F file number 028-24407. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM82,190$27,555,841dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS20,567$14,087,161dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS340,345$13,981,373dollars as filed
SPY78462F103SHS14,836$10,116,965dollars as filed
VANGUARD STAR FDS921909768COM107,486$8,108,744dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT179,856$7,998,196dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST74,684$7,772,364dollars as filed
Vanguard 0-3 Month Treasury Bill922040845COM91,123$6,873,408dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA131,799$6,632,126dollars as filed
Vanguard Value ETF922908744SHS33,734$6,442,857dollars as filed
SCHD808524797COM221,348$6,071,564dollars as filed
Apple Inc037833100COM22,103$6,008,838dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS178,816$5,832,962dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS60,169$5,498,243dollars as filed
iShares TIPS Bond ETF464287176SHS42,575$4,679,418dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS14,428$3,170,986dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS47,353$2,781,042dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS37,419$1,888,163dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT40,123$1,750,968dollars as filed
iShares Currency Hedged MSCI EAFE ETF46434V803SHS36,966$1,528,914dollars as filed
Broadcom Inc.11135F101COM4,343$1,503,112dollars as filed
International Business Machines Corporation459200101COM4,995$1,479,569dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,592$1,437,296dollars as filed
AbbVie,Inc.00287Y109COM5,968$1,363,628dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS8,854$1,274,710dollars as filed
Visa Inc92826C839COM3,371$1,182,243dollars as filed
Cisco Systems,Inc.17275R102COM15,185$1,169,701dollars as filed
Lam Research Corporation512807306COM6,473$1,108,048dollars as filed
KROGER CO COM501044101Stock17,609$1,100,210dollars as filed
Amgen Inc.031162100COM3,179$1,040,518dollars as filed
McDonalds Corporation580135101COM3,327$1,016,831dollars as filed
Home Depot, Inc437076102COM2,933$1,009,134dollars as filed
Medtronic PlcG5960L103COM10,343$993,549dollars as filed
Qualcomm Incorporated747525103COM5,773$987,468dollars as filed
Eaton Corp. PlcG29183103COM3,092$984,833dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS17,370$951,355dollars as filed
Lowes Companies,Inc.548661107COM3,918$944,865dollars as filed
Microsoft Corp594918104COM1,909$923,231dollars as filed
Charles Schwab Corp808513105COM9,125$911,679dollars as filed
Lockheed Martin Corporation539830109COM1,838$888,985dollars as filed
Merck & Co.,Inc.58933Y105COM8,331$876,921dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF3,979$836,943dollars as filed
Procter & Gamble Co742718109COM5,737$822,169dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS8,156$818,699dollars as filed
EXXON MOBIL CORP30231G102COM6,105$734,676dollars as filed
NETAPP INC COM64110D104Stock6,672$714,504dollars as filed
iShares Core Aggressive Allocation ETF464289859SHS6,885$616,621dollars as filed
NVIDIA Corp67066G104COM3,294$614,375dollars as filed
IJH464287507COM8,997$593,802dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS878$529,680dollars as filed
Tesla Motors, Inc88160R101COM1,159$521,225dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS4,335$510,316dollars as filed
Amazon.com, Inc023135106COM2,198$507,342dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR4,070$485,999dollars as filed
CAPITAL GROUP CORE EQUITY ET14020V108SHS CREAT UNIT12,058$485,093dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,978$378,906dollars as filed
Bristol-Myers Squibb Company110122108COM6,880$371,107dollars as filed
Starbucks Corporation855244109COM4,190$352,840dollars as filed
SPDR GOLD TR78463V107GOLD SHS847$335,675dollars as filed
Vanguard Total Bond Market ETF921937835SHS4,297$318,279dollars as filed
GENERAL MILLS INC COM370334104Stock6,293$292,625dollars as filed
FOX CORP CL A COM35137L105Stock3,840$280,589dollars as filed
Vanguard S&P 500 ETF922908363COM445$279,073dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,171$260,911dollars as filed
Comcast Corp20030N101COM8,565$256,008dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF847$243,809dollars as filed
Gilead Sciences,Inc.375558103COM1,984$243,516dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock3,046$240,695dollars as filed
ISHARES TR464289867CORE 60 BALA ETF3,633$236,181dollars as filed
Vanguard Mid-Cap ETF922908629SHS811$235,368dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS2,877$230,793dollars as filed
META PLATFORMS INC CL A30303M102COM331$218,490dollars as filed
ISHARES TR464287168COM1,537$216,932dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM676$212,129dollars as filed
Chevron Corporation166764100COM1,349$205,601dollars as filed
SUNCOR ENERGY INC NEW COM867224107Stock4,630$205,387dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000115this filing2026-01-26acceptance time not in the bulk data set