MRWM Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, MRWM Advisors, LLC held in its portfolio 75 assets valued at $186,334,377 (i.e. $186.33M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($27.56M), ISHARES TR ($14.09M), and ETFS GOLD TR ($13.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 75 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MRWM Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 82190 | 27555841 | TOTAL STK MKT |
| ISHARES TR | 20567 | 14087161 | CORE S&P500 ETF |
| ETFS GOLD TR | 340345 | 13981373 | PHYSCL GOLD SHS |
| SPDR S&P 500 ETF TR | 14836 | 10116965 | TR UNIT |
| VANGUARD STAR FDS | 107486 | 8108744 | VG TL INTL STK F |
| CAPITAL GROUP GROWTH ETF | 179856 | 7998196 | SHS CREATION UNI |
| PROSHARES TR | 74684 | 7772364 | S&P 500 DV ARIST |
| VANGUARD INSTL INDEX FD | 91123 | 6873408 | 0-3 MO TREAS BIL |
| WISDOMTREE TR | 131799 | 6632126 | FLOATNG RAT TREA |
| VANGUARD INDEX FDS | 33734 | 6442857 | VALUE ETF |
| SCHWAB STRATEGIC TR | 221348 | 6071564 | US DIVIDEND EQ |
| APPLE INC | 22103 | 6008838 | COM |
| SCHWAB STRATEGIC TR | 178816 | 5832962 | US LCAP GR ETF |
| SPDR SERIES TRUST | 63046 | 5729036 | STATE STREET SPD |
| ISHARES TR | 42575 | 4679418 | TIPS BD ETF |
| VANGUARD SPECIALIZED FUNDS | 14428 | 3170986 | DIV APP ETF |
| VANGUARD SCOTTSDALE FDS | 47353 | 2781042 | SHORT TERM TREAS |
| ISHARES TR | 37419 | 1888163 | TRS FLT RT BD |
| CAPITAL GROUP DIVIDEND VALUE | 40123 | 1750968 | SHS CREATION UNI |
| ISHARES TR | 36966 | 1528914 | HDG MSCI EAFE |
| BROADCOM INC | 4343 | 1503112 | COM |
| INTERNATIONAL BUSINESS MACHS | 4995 | 1479569 | COM |
| ALPHABET INC | 4592 | 1437296 | CAP STK CL A |
| ABBVIE INC | 5968 | 1363628 | COM |
| SELECT SECTOR SPDR TR | 8854 | 1274710 | STATE STREET TEC |
| VISA INC | 3371 | 1182243 | COM CL A |
| CISCO SYS INC | 15185 | 1169701 | COM |
| LAM RESEARCH CORP | 6473 | 1108048 | COM NEW |
| KROGER CO | 17609 | 1100210 | COM |
| AMGEN INC | 3179 | 1040518 | COM |
| MCDONALDS CORP | 3327 | 1016831 | COM |
| HOME DEPOT INC | 2933 | 1009134 | COM |
| MEDTRONIC PLC | 10343 | 993549 | SHS |
| QUALCOMM INC | 5773 | 987468 | COM |
| EATON CORP PLC | 3092 | 984833 | SHS |
| SELECT SECTOR SPDR TR | 17370 | 951355 | STATE STREET FIN |
| LOWES COS INC | 3918 | 944865 | COM |
| MICROSOFT CORP | 1909 | 923231 | COM |
| SCHWAB CHARLES CORP | 9125 | 911679 | COM |
| LOCKHEED MARTIN CORP | 1838 | 888985 | COM |
| MERCK & CO INC | 8331 | 876921 | COM |
| ISHARES TR | 3979 | 836943 | RUS 1000 VAL ETF |
| PROCTER AND GAMBLE CO | 5737 | 822169 | COM |
| ISHARES TR | 8156 | 818699 | 0-3 MNTH TREASRY |
| EXXON MOBIL CORP | 6105 | 734676 | COM |
| NETAPP INC | 6672 | 714504 | COM |
| ISHARES TR | 6885 | 616621 | CORE 80/20 AGGRE |
| NVIDIA CORPORATION | 3294 | 614375 | COM |
| ISHARES TR | 8997 | 593802 | CORE S&P MCP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 878 | 529680 | UTSER1 S&PDCRP |
| TESLA INC | 1159 | 521225 | COM |
| SELECT SECTOR SPDR TR | 4335 | 510316 | STATE STREET COM |
| AMAZON COM INC | 2198 | 507342 | COM |
| SELECT SECTOR SPDR TR | 4070 | 485999 | STATE STREET CON |
| CAPITAL GROUP CORE EQUITY ET | 12058 | 485093 | SHS CREATION UNI |
| INVESCO EXCHANGE TRADED FD T | 1978 | 378906 | S&P500 EQL WGT |
| BRISTOL-MYERS SQUIBB CO | 6880 | 371107 | COM |
| STARBUCKS CORP | 4190 | 352840 | COM |
| SPDR GOLD TR | 847 | 335675 | GOLD SHS |
| VANGUARD BD INDEX FDS | 4297 | 318279 | TOTAL BND MRKT |
| GENERAL MLS INC | 6293 | 292625 | COM |
| FOX CORP | 3840 | 280589 | CL A COM |
| VANGUARD INDEX FDS | 445 | 279073 | S&P 500 ETF SHS |
| ISHARES TR | 2171 | 260911 | CORE S&P SCP ETF |
| COMCAST CORP NEW | 8565 | 256008 | CL A |
| VANGUARD WORLD FD | 847 | 243809 | HEALTH CAR ETF |
| GILEAD SCIENCES INC | 1984 | 243516 | COM |
| COLGATE PALMOLIVE CO | 3046 | 240695 | COM |
| ISHARES TR | 3633 | 236181 | CORE 60/40 BALAN |
| VANGUARD INDEX FDS | 811 | 235368 | MID CAP ETF |
| META PLATFORMS INC | 331 | 218490 | CL A |
| ISHARES TR | 1537 | 216932 | SELECT DIVID ETF |
| ALPHABET INC | 676 | 212129 | CAP STK CL C |
| CHEVRON CORP NEW | 1349 | 205601 | COM |
| SUNCOR ENERGY INC NEW | 4630 | 205387 | COM |
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