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Disclosery

13F-HR filed by MRWM Advisors, LLC

MRWM Advisors, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-21, with 74 holding rows worth $184,447,846.

Accession
0001754960-26-000284
Filer
CIK 1732949
Filed
2026-04-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 74 entries on the cover page, a total value of $184,447,846 stated on the cover page (in dollars after the unit check, H1), rows summing to $184,447,846 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
VTI922908769COM83,720$26,858,213dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS328,297$14,648,612dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS20,587$13,447,634dollars as filed
Vanguard Value ETF922908744SHS48,039$9,425,251dollars as filed
VANGUARD STAR FDS921909768COM110,205$8,497,907dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS84,246$8,480,202dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT188,998$7,595,829dollars as filed
SPY78462F103SHS10,860$7,062,692dollars as filed
SCHD808524797COM220,794$6,773,976dollars as filed
Vanguard 0-3 Month Treasury Bill922040845COM82,505$6,241,503dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST57,501$6,095,681dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS64,423$5,903,723dollars as filed
Apple Inc037833100COM21,741$5,517,834dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS178,174$5,190,216dollars as filed
iShares TIPS Bond ETF464287176SHS40,346$4,452,584dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS16,561$3,561,608dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS57,273$3,352,761dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT38,474$1,636,683dollars as filed
iShares Currency Hedged MSCI EAFE ETF46434V803SHS35,783$1,520,598dollars as filed
Lam Research Corporation512807306COM6,254$1,336,229dollars as filed
Broadcom Inc.11135F101COM4,258$1,317,893dollars as filed
AbbVie,Inc.00287Y109COM5,872$1,277,101dollars as filed
KROGER CO COM501044101Stock17,508$1,266,878dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,379$1,259,225dollars as filed
International Business Machines Corporation459200101COM4,962$1,202,739dollars as filed
Cisco Systems,Inc.17275R102COM14,991$1,163,151dollars as filed
Amgen Inc.031162100COM3,141$1,105,160dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS8,292$1,102,006dollars as filed
Eaton Corp. PlcG29183103COM3,055$1,092,681dollars as filed
Lockheed Martin Corporation539830109COM1,807$1,092,132dollars as filed
Merck & Co.,Inc.58933Y105COM8,968$1,078,760dollars as filed
McDonalds Corporation580135101COM3,280$1,019,391dollars as filed
Visa Inc92826C839COM3,352$1,013,108dollars as filed
ISHARES INC46434G764MSCI EMRG CHN12,830$1,009,207dollars as filed
EXXON MOBIL CORP30231G102COM5,571$945,175dollars as filed
Lowes Companies,Inc.548661107COM3,998$944,647dollars as filed
Home Depot, Inc437076102COM2,849$937,007dollars as filed
Bristol-Myers Squibb Company110122108COM15,326$929,521dollars as filed
Medtronic PlcG5960L103COM10,215$885,129dollars as filed
Procter & Gamble Co742718109COM6,062$875,595dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF4,037$862,585dollars as filed
Charles Schwab Corp808513105COM9,009$846,665dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS16,978$838,203dollars as filed
Starbucks Corporation855244109COM8,719$781,135dollars as filed
Qualcomm Incorporated747525103COM5,543$713,827dollars as filed
NETAPP INC COM64110D104Stock6,794$695,637dollars as filed
Microsoft Corp594918104COM1,868$691,477dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,068$658,699dollars as filed
iShares Core Aggressive Allocation ETF464289859SHS6,875$608,368dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock6,998$596,439dollars as filed
Comcast Corp20030N101COM19,596$562,601dollars as filed
GENERAL MILLS INC COM370334104Stock14,075$523,871dollars as filed
CAPITAL GROUP CORE EQUITY ET14020V108SHS CREAT UNIT12,666$486,627dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS4,335$480,578dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR4,070$443,548dollars as filed
Tesla Motors, Inc88160R101COM1,140$423,795dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA8,403$423,007dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM2,195$421,264dollars as filed
IJH464287507COM5,362$362,095dollars as filed
Vanguard Total Bond Market ETF921937835SHS4,837$356,196dollars as filed
SPDR GOLD TR78463V107GOLD SHS827$355,849dollars as filed
NVIDIA Corp67066G104COM1,810$315,705dollars as filed
SUNCOR ENERGY INC NEW COM867224107Stock4,630$306,089dollars as filed
Gilead Sciences,Inc.375558103COM1,984$276,510dollars as filed
Chevron Corporation166764100COM1,261$260,900dollars as filed
Vanguard S&P 500 ETF922908363COM395$236,032dollars as filed
ISHARES TR464289867CORE 60 BALA ETF3,633$233,783dollars as filed
Vanguard Mid-Cap ETF922908629SHS811$232,902dollars as filed
ISHARES TR464287168COM1,537$232,717dollars as filed
ConocoPhillips20825C104COM1,751$231,132dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF847$230,663dollars as filed
FOX CORP CL A COM35137L105Stock3,840$224,256dollars as filed
META PLATFORMS INC CL A30303M102COM371$212,260dollars as filed
TWIST BIOSCIENCE CORP90184D100COM4,339$206,189dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000284this filing2026-04-21acceptance time not in the bulk data set