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MRWM ADVISORS, LLC
MRWM ADVISORS, LLC
Latest filing: 2026-06-30
MRWM ADVISORS, LLC runs MRWM ADVISORS, LLC and currently holds 80 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $243.31M. Their top holdings are VTI, IVV, SGOL, VTV, VXUS. The top five represent 33.0% of reported portfolio weight. MRWM ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MRWM ADVISORS, LLC initiated 6 new positions. They added to 20 existing positions. They trimmed 45 positions. Their current best-performing preview position is TWST with returns of +116.50%.
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80 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 12.95% | $294.65 | $378.25 | +28.37% | Added +1.71% |
 IVV ISHARES TR | 6.39% | $596.95 | $769.30 | +28.87% | Added +0.89% |
 SGOL ETFS GOLD TR | 5.30% | $26.78 | $43.96 | +64.13% | Added +2.68% |
 VTV VANGUARD INDEX FDS | 4.43% | $186.34 | $226.35 | +21.47% | Added +2.97% |
 VXUS VANGUARD STAR FDS | 3.95% | $65.87 | $87.71 | +33.16% | Added +2.00% |
 CGGR CAPITAL GROUP GROWTH ETF | 3.82% | $38.92 | $46.99 | +20.73% | Added +4.06% |
 SPY STATE STR SPDR S&P 500 ETF T | 3.41% | $589.81 | $765.62 | +29.81% | Added +2.38% |
 SGOV ISHARES TR | 3.30% | $100.63 | $100.63 | -0.00% | Trimmed -5.25% |
 SCHD SCHWAB STRATEGIC TR | 2.93% | $27.36 | $35.11 | +28.33% | Added +1.69% |
 NOBL PROSHARES TR | 2.85% | $51.68 | $58.75 | +13.67% | Added +115.01% |
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