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MPWM ADVISORY SOLUTIONS, LLC
MPWM ADVISORY SOLUTIONS, LLC
Latest filing: 2026-06-30
MPWM ADVISORY SOLUTIONS, LLC runs MPWM ADVISORY SOLUTIONS, LLC and currently holds 571 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $218.39M. Their top holdings are SPY, SPTM, QQQ, SPTL, IWM. The top five represent 38.7% of reported portfolio weight. MPWM ADVISORY SOLUTIONS, LLC ranks #861 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MPWM ADVISORY SOLUTIONS, LLC initiated 1 new position. They added to 54 existing positions. They trimmed 33 positions. Their current best-performing preview position is MU with returns of +241.50%.
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571 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STREET | 16.72% | $588.15 | $765.62 | +30.17% | Trimmed -1.53% |
 SPTM STATE STREET | 9.30% | $72.75 | $92.91 | +27.71% | Added +7.29% |
 QQQ INVESCO QQQ | 4.98% | $516.71 | $713.44 | +38.07% | Trimmed -2.00% |
 SPTL STATE STREET | 4.31% | $26.30 | $25.09 | -4.62% | Added +3.36% |
 IWM ISHARES RUSSELL | 3.40% | $234.06 | $299.93 | +28.14% | Added +5.13% |
 CLOI VANECK CLO | 2.51% | $52.79 | $52.92 | +0.25% | Added +4.47% |
 QQQM INVESCO NASDAQ | 2.45% | $217.03 | $293.76 | +35.35% | Added +6.48% |
 DFUS DIMENSIONAL US | 2.07% | $63.84 | $83.66 | +31.04% | Trimmed -0.78% |
 XLI STATE STREET | 2.04% | $138.37 | $180.23 | +30.25% | Added +14.16% |
 SPYG STATE STREET | 1.98% | $106.69 | $120.23 | +12.69% | Trimmed -5.05% |
Showing 1-10 of 571