13F filer

MPWM Advisory Solutions

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 2056693 SEC filings ↗

13F Value

$218.4M

Positions

571

Top Position

SPY16.7%

Top 5

38.7%

Latest filing changes

vs Mar 31, 2026

1 SPTM State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF +7.3%+$1.4M

2 OUNZ Vaneck Merk Gold ETF — Gold Shs +76.4%+$839K

3 MSFT Microsoft +972.6%+$605K

4 XLI State Street(R) Industrial Select Sector SPDR(R) ETF +14.2%+$551K

5 BUFQ FT Vest Laddered Nasdaq Buffer ETF +8.9%+$507K

Holdings571

#							Trend (4Q)
1	SPY State Str SPDR S&P 500 ETF T — Tr Unit	16.7%	$36.5M	-1.5%	48.9K	17.1%		ETF
2	SPTM State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	9.3%	$20.3M	+7.3%	223.8K	8.7%		ETF
3	QQQ Invesco QQQ Trust, Series 1	5.0%	$10.9M	-2.0%	14.8K	4.6%		ETF
4	SPTL State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	4.3%	$9.4M	+3.4%	358.8K	4.8%		ETF
5	IWM iShares Russell 2000 ETF	3.4%	$7.4M	+5.1%	24.7K	3.1%		ETF
6	BUFQ FT Vest Laddered Nasdaq Buffer ETF	2.9%	$6.2M	+8.9%	158.7K	2.7%		ETF
7	CLOI VanEck CLO ETF	2.5%	$5.5M	+4.5%	103.7K	2.8%		ETF
8	QQQM Invesco NASDAQ 100 ETF	2.4%	$5.3M	+6.5%	17.7K	2.1%		ETF
9	DFUS Dimensional U.S. Equity Market ETF	2.1%	$4.5M	-0.8%	55.2K	2.1%		ETF
10	XLI State Street(R) Industrial Select Sector SPDR(R) ETF	2.0%	$4.4M	+14.2%	24.0K	1.8%		ETF
11	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	2.0%	$4.3M	-5.1%	36.4K	2.0%		ETF
12	SPMO Invesco S&P 500 Momentum ETF	1.9%	$4.2M	-17.8%	25.7K	1.9%		ETF
13	SDVY First Trust SMID Cap Rising Dividend Achievers ETF	1.7%	$3.8M	-0.8%	87.7K	1.8%		ETF
14	CDL VictoryShares US Large Cap High Div Volatility Wtd ETF	1.7%	$3.8M	-2.9%	48.4K	2.0%	—	ETF
15	GRNY Fundstrat Granny Shots US Large Cap ETF	1.7%	$3.7M	+7.9%	134.4K	1.6%		ETF
16	IVE iShares S&P 500 Value ETF	1.4%	$3.0M	+7.8%	13.2K	1.4%		ETF
17	INDA iShares MSCI India ETF	1.3%	$2.9M	+2.8%	59.6K	1.4%		ETF
18	CIBR First Trust NASDAQ Cybersecurity ETF	1.3%	$2.9M	+9.9%	32.4K	1.0%		ETF
19	NVDA NVIDIA	1.3%	$2.8M	+0.1%	14.0K	1.3%		Common Stock
20	AAPL Apple	1.3%	$2.7M	-0.3%	9.5K	1.3%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing38

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.