MPWM ADVISORY SOLUTIONS, LLC: 13F holdings
CIK 20566932026Q2
| Positions | 571 |
|---|---|
| Reported value | $218.4m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STREET | 48,890 | $36.5m | 16.7% |
| SPYM STATE STREET | 223,805 | $20.3m | 9.3% |
| QQQ INVESCO QQQ | 14,779 | $10.9m | 5.0% |
| SPTL STATE STREET | 358,826 | $9.4m | 4.3% |
| IWM ISHARES RUSSELL | 24,697 | $7.4m | 3.4% |
| FDP FIRST TRUST | 158,667 | $6.2m | 2.9% |
| VANECK CLO | 103,696 | $5.5m | 2.5% |
| QQQM INVESCO NASDAQ | 17,655 | $5.3m | 2.4% |
| DFUS DIMENSIONAL US | 55,190 | $4.5m | 2.1% |
| XLI STATE STREET | 24,006 | $4.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056693")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.