13F-HR filed by MRWM Advisors, LLC
MRWM Advisors, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-29, with 80 holding rows worth $243,306,197.
- Accession
- 0001754960-26-000660
- Filer
- CIK 1732949
- Filed
- 2026-07-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 80 entries on the cover page, a total value of $243,306,197 stated on the cover page (in dollars after the unit check, H1), rows summing to $243,306,197 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | 09290C749 | CMN | 424,326 | $42,568,384 | dollars as filed | |
| VTI | 922908769 | COM | 85,151 | $31,509,276 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 20,771 | $15,555,194 | dollars as filed | |
| ETFS GOLD TR | 00326A104 | PHYSCL GOLD SHS | 337,082 | $12,886,645 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 49,467 | $10,780,343 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 112,404 | $9,609,418 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 196,670 | $9,282,824 | dollars as filed | |
| SPY | 78462F103 | SHS | 11,118 | $8,302,589 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 79,821 | $8,035,580 | dollars as filed | |
| SCHD | 808524797 | COM | 224,534 | $7,119,988 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 123,631 | $6,943,117 | dollars as filed | |
| Apple Inc | 037833100 | COM | 21,565 | $6,239,981 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 181,869 | $6,154,445 | dollars as filed | |
| Vanguard 0-3 Month Treasury Bill | 922040845 | COM | 76,446 | $5,785,433 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 62,087 | $5,689,653 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 38,959 | $4,263,283 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 17,597 | $4,163,802 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 55,296 | $3,218,227 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 38,341 | $1,889,444 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 34,971 | $1,641,014 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 3,756 | $1,627,587 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 8,088 | $1,540,926 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,136 | $1,478,082 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 5,570 | $1,401,635 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 4,693 | $1,319,719 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 11,182 | $1,313,438 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,402 | $1,285,106 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 12,443 | $1,272,919 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 2,900 | $1,235,748 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,191 | $1,094,800 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 8,433 | $1,083,641 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 2,970 | $1,075,496 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 4,037 | $978,690 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 3,557 | $967,504 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,711 | $956,115 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 16,627 | $923,297 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 16,630 | $891,534 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 1,702 | $867,101 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 14,865 | $856,521 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 3,109 | $840,394 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 8,212 | $839,184 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 3,793 | $836,319 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 5,656 | $829,396 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 8,741 | $806,532 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 1,104 | $776,487 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 9,582 | $749,600 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,277 | $721,471 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 3,854 | $712,181 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 4,497 | $695,956 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 6,878 | $671,293 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,792 | $668,452 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 6,825 | $625,716 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 3,513 | $578,767 | dollars as filed | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 11,515 | $512,187 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 509 | $491,185 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 2,272 | $483,413 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 13,626 | $474,185 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 19,125 | $469,519 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 3,964 | $464,898 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,077 | $452,986 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 4,225 | $452,624 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 4,339 | $446,396 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 8,005 | $403,052 | dollars as filed | |
| IJH | 464287507 | COM | 5,087 | $392,259 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,810 | $362,210 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 4,916 | $360,884 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 827 | $304,650 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 3,244 | $261,369 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 374 | $256,867 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 847 | $253,261 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 1,481 | $253,044 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 3,633 | $252,494 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 1,988 | $251,164 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 4,638 | $248,968 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 1,537 | $240,233 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 166 | $225,826 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 2,880 | $220,896 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,263 | $209,355 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 2,289 | $201,157 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 3,851 | $200,868 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000660 | this filing | 2026-07-29 | acceptance time not in the bulk data set |