13F

Investor

MPWM ADVISORY SOLUTIONS, LLC

CIK 0002056693 · filed 2026-05-13 · SEC filing

13F book

$188.8M

Positions

577

69 new · 28 sold

Largest name

17.1%

Spdr S&P 500 Etf Tr

Est. mark

−$1.96M

Price effect on 508 names still held. Flow $11.2M.
NameTickerSharesValueWeightEst. markChange
Spdr S&P 500 Etf Tr49.7K$32.3M17.1%−$1.54MAdded−$1.08M
Spdr Series Trust208.6K$16.5M8.7%−$701.6KAdded−$333.5K
Spdr Series Trust347.2K$9.13M4.8%−$40.9KAdded$2.76M
Invesco Qqq Tr15.1K$8.7M4.6%−$491.6KAdded$570.9K
Ishares Tr23.5K$5.83M3.1%$42.6KAdded$111.1K
Vaneck Etf Trust99.3K$5.23M2.8%−$10.1KAdded$377.3K
First Tr Exchng Traded Fd Vi145.8K$5.15M2.7%−$75.8KCut−$323.4K
Dimensional Etf Trust55.6K$3.94M2.1%−$181.3KCut−$252K
Invesco Exch Traded Fd Tr Ii16.6K$3.94M2.1%−$253.7KCut−$2.43M
Spdr Series Trust38.4K$3.76M2.0%−$337.3KCut−$367.1K
Victory Portfolios Ii49.8K$3.71M2.0%$3.37MCut$354.8K
Invesco Exch Traded Fd Tr Ii31.3K$3.51M1.9%New
First Tr Exchange-Traded Fd88.4K$3.49M1.8%$88.4KAdded$431.5K
Select Sector Spdr Tr21K$3.4M1.8%$139KCut−$1.04M
Tidal Trust I124.6K$2.97M1.6%−$595Added$2.96M
Ishares Tr57.9K$2.71M1.4%−$417.7KCut−$800.4K
Ishares Tr12.2K$2.58M1.4%New
Nvidia CorpNVDA14K$2.44M1.3%−$157.6KAdded$12.1K
Apple Inc.AAPL9.48K$2.41M1.3%−$170.2KAdded−$156.3K
Invesco Exch Traded Fd Tr Ii39.5K$2.16M1.1%New
Ishares Tr39.6K$2.01M1.1%$6.74KCut−$220.8K
First Tr Exchange Traded Fd29.5K$1.85M1.0%−$258.8KCut−$301K
Pimco Etf Tr17.5K$1.76M0.9%$4.02KCut$3.62K
Invesco Actively Managed Exc35.2K$1.65M0.9%New
Ssga Active Etf Tr34.8K$1.38M0.7%New
Vanguard World Fd5.83K$1.38M0.7%−$80.1KAdded$19.8K
Ishares Tr14.7K$1.38M0.7%−$9.62KAdded$982K
Pgim Etf Tr26.2K$1.3M0.7%−$2.22KAdded$80.6K
Vaneck Merk Gold EtfOUNZ28.5K$1.28M0.7%$91.6KAdded$218K
Amazon Com IncAMZN6.13K$1.28M0.7%−$137.1KAdded−$126.7K
Vanguard Index Fds3.85K$1.11M0.6%−$10.8KAdded$70.4K
Schwab Strategic Tr45.5K$1.1M0.6%−$4.55KCut−$154K
Dimensional Etf Trust20.6K$1.09M0.6%$56.5KAdded$107.5K
Blackrock Muniassets Fd Inc102K$1.08M0.6%−$10.2KAdded−$6.23K
Alphabet Inc3.68K$1.06M0.6%−$99.1KAdded−$96.2K
Alps Etf Tr19.3K$1.02M0.5%$102.1KAdded$162.9K
Tcw Etf Trust23.8K$935.5K0.5%New
Vanguard Index Fds2.86K$917.3K0.5%−$41.1KCut−$293.2K
First Tr Exchange-Traded Alp9.57K$884.2K0.5%$59KAdded$65K
Vaneck Etf Trust47.6K$834.5K0.4%−$5.67KAdded−$587
Alphabet Inc2.75K$792K0.4%−$65.9KAdded−$19.6K
Ishares Tr7.98K$791.9K0.4%−$2.25KAdded$420.7K
First Tr Exchange-Traded Alp5.1K$786.6K0.4%−$29.3KCut−$30.7K
Spdr Gold Tr1.78K$767.2K0.4%$56.1KAdded$112.5K
Vanguard Index Fds1.27K$761.2K0.4%−$26.5KAdded$201.7K
Blackrock Enhanced Large Cap35.1K$738K0.4%−$22.2KAdded$517.7K
Vanguard Index Fds2.76K$722.1K0.4%$10.9KCut−$53.5K
Visa Inc.V2.15K$648.8K0.3%−$104.3KCut−$132K
First Tr Exch Trd Alphdx Fd7.24K$628.9K0.3%$53.1KAdded$65.3K
Dimensional Etf Trust16.2K$628.4K0.3%−$11.8KCut−$42.5K
Microsoft CorpMSFT1.67K$617.2K0.3%−$185.5KAdded−$174K
Vanguard World Fd1.61K$590.1K0.3%−$72.8KHeld
American Centy Etf Tr5.52K$579.5K0.3%−$51.1KAdded−$37.4K
Meta Platforms, Inc.META999$571.7K0.3%−$87.7KCut−$119.4K
Ishares 0-3 Month5.59K$562.3K0.3%$1.56KCut−$117.5K
Spdr Index Shs Fds8.89K$552K0.3%−$20.1KAdded−$8.9K
Pgim Etf Tr10.6K$544.6K0.3%−$836Added$17.5K
West Pharmaceutical Svsc Inc2.08K$520.3K0.3%−$50.9KHeld
Dimensional Etf Trust10.5K$507.6K0.3%$19.6KCut−$5.3K
J P Morgan Exchange Traded F9.66K$488.7K0.3%$194Cut−$21.3K
Dimensional Etf Trust6.82K$485K0.3%$9.82KAdded$14.9K
Select Sector Spdr Tr3.4K$451.7K0.2%−$26.8KAdded$103.2K
Spdr Series Trust4.77K$436.8K0.2%$1.22KAdded$8.37K
Nextera Energy Inc4.69K$435.4K0.2%$26.1KAdded$268.8K
Rbb Fd Inc8.51K$424.5K0.2%−$101Added$120.8K
First Tr Exchange-Traded Fd8.9K$418.7K0.2%$8.2KAdded$21.2K
Dimensional Etf Trust11.9K$403.8K0.2%$14.7KCut−$3.16K
Invesco Exchange Traded Fd T2.1K$402.3K0.2%$432Added$173.4K
Ishares Tr1.11K$394.8K0.2%−$18.7KHeld
Vanguard Bd Index Fds5.11K$394.7K0.2%−$3.45KAdded$7.2K
First Tr Exchange-Traded Fd4.13K$383.6K0.2%$989Added$13.9K
First Tr Exchange Traded Fd5.52K$376.6K0.2%−$6.41KAdded$2.88K
Innovator Etfs Trust10.6K$374.9K0.2%−$15.4KCut−$592.6K
Capital Group Growth Etf9.01K$362.1K0.2%−$38.6KCut−$2.94M
Tesla, Inc.TSLA962$357.6K0.2%−$74.6KAdded−$72.8K
Dimensional Etf Trust10.1K$357.6K0.2%$9.73KAdded$44.4K
First Tr Exch Trd Alphdx Fd6.3K$343.8K0.2%$5.34KAdded$8.4K
Blackrock Science & Technolo9.1K$330.9K0.2%−$15.2KAdded$183.6K
Victory Portfolios Ii3.41K$311.9K0.2%$1.6KHeld
Johnson & JohnsonJNJ1.25K$306.1K0.2%$46.9KCut$37.2K
First Tr Exchange-Traded Fd5.84K$290.8K0.2%−$1.03KAdded$3.3K
Spdr Series Trust5.07K$287.1K0.2%−$1.17KAdded$2.46K
Marvell Technology, Inc.MRVL2.88K$284.9K0.2%$40.4KCut$27.8K
Western Un Co32.5K$284.1K0.2%−$18.8KAdded−$17K
Schwab Strategic Tr7.33K$280.4K0.1%New
Vanguard Index Fds938$280.3K0.1%−$15KHeld
Ishares Tr4.1K$276.7K0.1%$6.26KCut−$1.43M
Vanguard Tax-Managed Fds4.27K$273.4K0.1%$6.88KCut$637
Verizon Communications IncVZ5.24K$263.2K0.1%$49.7KHeld
Berkshire Hathaway Inc Del544$260.7K0.1%−$12.8KCut−$14.3K
Bitmine Immersion Tecnologie12.2K$242.2K0.1%−$90.2KCut−$113.3K
Vaneck Etf Trust629$241.3K0.1%$519Added$231.1K
Select Sector Spdr Tr1.64K$240.6K0.1%−$9.7KAdded$57.6K
Vanguard World Fd832$226.6K0.1%−$2.06KAdded$188.4K
Vanguard Whitehall Fds1.48K$219.8K0.1%$6.78KCut−$9.15K
Merck & Co., Inc.MRK1.78K$214.7K0.1%$26.8KHeld
Schwab Strategic Tr4.39K$214.6K0.1%$4.69KAdded$157.6K
Ishares Silver Tr3.1K$211.2K0.1%$7.44KAdded$82.4K
First Tr Exchange Traded Fd2.22K$208K0.1%−$6.74KAdded$2.72K
Franklin Templeton Etf Tr8.28K$205.3K0.1%−$476Added$57.4K
First Tr Exchange-Traded Alp1.59K$203.9K0.1%$3.52KAdded$8.01K
Invesco Exchange Traded Fd T1.95K$202K0.1%$983Added$96K
Ishares Tr3.46K$197.6K0.1%$183Added$195.5K
T-Mobile Us Inc915$192.2K0.1%$6.4KHeld
Invesco Exchange Traded Fd T1.15K$191.1K0.1%$6.08KAdded$86.8K
Eli Lilly & CoLLY207$190.1K0.1%−$31.4KAdded−$28.7K
Pfizer IncPFE6.54K$183.6K0.1%$20.8KCut$20.5K
Graniteshares Etf Tr3.34K$182.8K0.1%New
Ishares Tr2.04K$176.9K0.1%−$898Added$316
Arista Networks, Inc.ANET1.43K$175.3K0.1%−$11.8KCut−$31.7K
First Tr Exchange-Traded Fd739$172.9K0.1%−$26KCut−$33.8K
International Business Machs709$171.8K0.1%−$38.1KAdded−$37.9K
Vaneck Etf Trust1.86K$171K0.1%$7.13KAdded$69.2K
Micron Technology IncMU499$168.7K0.1%$25.3KAdded$30.7K
United Airls Hldgs Inc1.83K$168.5K0.1%−$21.4KAdded$47.5K
First Tr Exch Trd Alphdx Fd5.37K$160.8K0.1%$13.8KAdded$15.8K
Netflix IncNFLX1.67K$160.4K0.1%$2.93KAdded$45.4K
Etfis Ser Tr I1.96K$156.4K0.1%New
Nuveen Dynamic Mun Opportuni15.2K$156.2K0.1%$3.19KCut−$693
Spdr Index Shs Fds3.19K$145.7K0.1%$654Added$122.2K
Viking Therapeutics, Inc.VKTX4.47K$145.6K0.1%−$11.8KCut−$99.8K
Ishares Tr840$141.8K0.1%$68Held
Norwegian Cruise Line Hldg L7.45K$139.3K0.1%−$27KCut−$49.3K
Chevron Corp NewCVX667$137.9K0.1%$36.3KCut−$57.9K
Innovator Etfs Trust2.7K$133.4K0.1%−$1.22KHeld
J P Morgan Exchange Traded F2.3K$127.7K0.1%−$1.82KAdded$87K
Ishares Tr192$125.4K0.1%−$5.88KHeld
First Horizon Corporation5.43K$123.6K0.1%−$6.13KAdded−$5.38K
Ishares Tr1.09K$123.5K0.1%−$11.1KHeld
Block Inc2.02K$121.4K0.1%−$1.67KAdded$99.3K
Walmart Inc.WMT976$121.3K0.1%$12.5KAdded$12.8K
Spdr Series Trust3.35K$112.2K0.1%−$903Held
Ishares Tr2.2K$111.2K0.1%$88Held
Blue Owl Capital Corporation10K$110.6K0.1%−$9.04KAdded$28.6K
Caterpillar IncCAT151$107.1K0.1%$15.3KAdded$42.3K
Ishares Tr1.16K$105.3K0.1%$1.22KCut−$33K
Doubleline Yield Opportuniti7.2K$100.2K0.1%−$4.41KAdded−$3.1K
Victory Portfolios Ii2.08K$97.9K0.1%−$704Held
Dimensional Etf Trust1.97K$94.5K0.1%−$138Held
Zebra Technologies Corporati450$94.1K0.1%−$8.43KAdded$33.4K
First Tr Exchange-Traded Fd2.01K$89.9K0.0%−$2.17KHeld
Norfolk Southn Corp307$88.1K0.0%−$528Held
Invesco Exchange Traded Fd T1.61K$88K0.0%New
Capital Grp Fixed Incm Etf T3.41K$87.9K0.0%−$644Added$11.6K
First Tr Exchange-Traded Alp965$87.3K0.0%−$682Cut−$8.8K
First Tr Exch Traded Fd Iii4.92K$87.3K0.0%−$2.31KCut−$4.28K
Ishares Tr1.24K$86.8K0.0%$925Added$1.35K
Invesco Exch Traded Fd Tr Ii748$86.8K0.0%−$721Cut−$16K
Global X Fds5K$85.8K0.0%−$2.6KCut−$12.7K
Vanguard Intl Equity Index F1.11K$83.3K0.0%$1KAdded$35.3K
Taiwan Semiconductor Mfg Ltd242$81.8K0.0%$8.1KAdded$10.5K
Cadence Design System Inc290$80.6K0.0%−$10.1KHeld
Vanguard World Fd114$79.5K0.0%New
Pgim Etf Tr1.86K$78.7K0.0%New
Broadcom Inc.AVGO254$78.5K0.0%−$4.98KAdded$32.1K
Guggenheim Strategic Opportu7K$77.1K0.0%−$13KHeld
Blackrock Utils Infrastructu2.91K$76.7K0.0%$1.39KAdded$25.1K
Jpmorgan Chase & Co.260$76.3K0.0%−$4.78KAdded$23.4K
CoreWeave, Inc.CRWV980$75.9K0.0%$5.74KCut−$59.2K
Lam Research CorpLRCX350$74.8K0.0%$14.9KHeld
Vanguard Specialized Funds347$74.7K0.0%New
Intel CorpINTC1.69K$74.4K0.0%$6.4KAdded$41.7K
Ishares Tr1.09K$74K0.0%−$718Held
Thermo Fisher Scientific Inc.TMO150$73.7K0.0%−$13.2KHeld
Schwab Strategic Tr2.5K$72.9K0.0%New
Schwab Strategic Tr2.38K$72.9K0.0%$7.72KHeld
Ishares Tr510$72.6K0.0%−$3.19KHeld
Invesco Exch Traded Fd Tr Ii5.6K$70.2K0.0%−$6.3KHeld
Salesforce, Inc.CRM362$67.6K0.0%−$4.52KAdded$52.5K
First Tr Exchng Traded Fd Vi2K$67.5K0.0%−$980Cut−$5.98K
Lockheed Martin CorpLMT111$67.1K0.0%$13.4KHeld
Vanguard Growth Etf151$66K0.0%−$7.71KHeld
Ishares Tr153$65.2K0.0%−$6.09KAdded$3.71K
Graniteshares Etf Tr5.55K$64.2K0.0%New
Gabelli Etfs Trust1.53K$63.7K0.0%New
Ha Sustainable Infra Cap Inc1.7K$62.5K0.0%New
Ishares Tr1.33K$61.6K0.0%−$467Held
Berkley W R Corp900$59.7K0.0%−$3.46KHeld
First Tr Exchange-Traded Alp491$58.6K0.0%$3.05KCut−$6.34K
Pepsico IncPEP377$58.5K0.0%$4.44KHeld
AbbVie Inc.ABBV269$58.4K0.0%−$1.13KAdded$37.1K
Coca Cola CoKO764$58.1K0.0%$4.7KCut−$23.3K
First Tr Exchange-Traded Alp475$57.9K0.0%$1.57KHeld
Costco Whsl Corp New58$57.7K0.0%$7.74KCut−$63.8K
Vanguard Whitehall Fds611$57.6K0.0%New
Cheniere Energy, Inc.LNG201$57K0.0%New
Ishares Tr512$57K0.0%−$1.18KAdded$4.39K
Vaneck Etf Trust428$57K0.0%New
Ishares Tr581$56.5K0.0%$559Cut−$596
Select Sector Spdr Tr1.11K$54.7K0.0%−$5.98KCut−$7.35K
Ishares Tr1.02K$53.4K0.0%−$325Held
RTX CorpRTX275$53.1K0.0%$2.68KHeld
Southern Co544$52.5K0.0%$5.07KHeld
Comcast Corp New1.81K$52K0.0%−$1.31KAdded$18.8K
Intuitive Surgical IncISRG111$51.2K0.0%−$11.6KAdded−$11.1K
Ishares Tr210$50.4K0.0%−$2.17KHeld
Cvs Health CorpCVS700$50.3K0.0%−$5.28KHeld
First Tr Exchange Traded Fd314$49.9K0.0%−$2.95KHeld
Vanguard Bd Index Fds621$48.7K0.0%−$248Held
Paycom Software, Inc.PAYC400$48.6K0.0%−$15.1KHeld
Vaneck Etf Trust119$48.2K0.0%$888Added$45.9K
First Tr Exchange Traded Fd1.36K$47.8K0.0%−$772Cut−$10.7K
Dimensional Etf Trust1.45K$46.7K0.0%$805Held
Qualcomm Inc361$46.5K0.0%−$13.2KAdded−$6.72K
Invesco Exch Traded Fd Tr Ii1.9K$45.6K0.0%New
Dimensional Etf Trust1.07K$45.2K0.0%−$364Held
Vertex Pharmaceuticals Inc100$44.7K0.0%−$682Held
Vanguard Index Fds227$44.5K0.0%$1.12KAdded$5.24K
Applovin CorpAPP110$43.8K0.0%−$30.3KCut−$64K
Pimco Dynamic Income Strateg1.97K$43.3K0.0%$6.44KHeld
Spdr S&P Midcap 400 Etf Tr70$43.2K0.0%$943Held
Spdr Series Trust1.42K$41.3K0.0%New
Emerson Elec Co310$40.7K0.0%−$498Added−$367
Pennantpark Floating Rate Ca5K$40.2K0.0%−$6.15KHeld
Strategy Inc320$39.9K0.0%−$8.69KCut−$13.2K
Ishares Tr257$38.9K0.0%$2.62KAdded$2.92K
Global X Fds802$37.4K0.0%−$3.1KAdded−$300
Ishares Tr499$37.1K0.0%$1.47KHeld
First Tr Exchange Traded Fd446$36.4K0.0%$785Held
Ishares Tr415$36K0.0%$830Held
Bank America Corp732$35.7K0.0%−$4.58KAdded−$4.48K
Global X Fds502$35.5K0.0%$2.69KAdded$6.37K
Procter And Gamble CoPG245$35.4K0.0%$277Held
Barings BDC, Inc.BBDC4.24K$34.9K0.0%−$4.03KHeld
First Tr Exchange-Traded Fd272$34.5K0.0%−$4.12KHeld
Icahn Enterprises Lp4.56K$34.4K0.0%$0Held
Agilysys IncAGYS472$33.6K0.0%−$22.5KCut−$30.8K
American Centy Etf Tr748$32.7K0.0%−$314Held
Newmont Corp301$32.5K0.0%New
Vaneck Etf Trust335$32.4K0.0%New
SentinelOne, Inc.S2.5K$32.2K0.0%−$5.3KCut−$9.8K
Peakstone Realty Trust1.52K$31.8K0.0%$9.94KHeld
Napco Sec Technologies Inc805$31.7K0.0%−$1.86KHeld
Select Sector Spdr Tr676$31K0.0%New
Gilead Sciences, Inc.GILD220$30.7K0.0%$3.66KHeld
Shell Plc328$30.5K0.0%$6.31KAdded$6.59K
Delta Air Lines Inc DelDAL453$30.1K0.0%−$1.31KHeld
Vanguard Index Fds338$30K0.0%$71Held
Palantir Technologies Inc.PLTR203$29.7K0.0%−$6.39KCut−$24.2K
Ishares Tr90$29.6K0.0%New
Doubleline Opportunistic Cr2K$29.2K0.0%−$1.3KHeld
Csx CorpCSX703$28.9K0.0%$3.34KAdded$3.42K
Ge Aerospace101$28.6K0.0%−$2.44KHeld
Ishares Tr132$28.2K0.0%$406Added$3.19K
GE Vernova Inc.GEV32$27.9K0.0%$5.26KAdded$12.2K
Medtronic PlcMDT321$27.8K0.0%−$3.02KHeld
Waste Mgmt Inc Del120$27.6K0.0%$1.21KHeld
Dimensional Etf Trust700$27.3K0.0%$595Cut−$548
Home Depot, Inc.HD81$26.5K0.0%−$1.43KAdded−$1.1K
Vaneck Etf Trust300$26.4K0.0%New
Eastman Kodak CoKODK2.9K$26.2K0.0%$1.71KHeld
Pimco Etf Tr1K$26.2K0.0%−$480Held
Ishares Tr180$26K0.0%$639Held
Invesco Exchange Traded Fd T133$25.9K0.0%$2.65KHeld
Mondelez Intl Inc438$25.2K0.0%$906Added$12.4K
Abrdn Precious Metals Basket115$25.2K0.0%$1.31KAdded$4.59K
Schwab Charles Corp263$24.7K0.0%New
Duke Energy Corp New187$24.5K0.0%$2.57KHeld
Blackrock Res & Commodities2.02K$24.3K0.0%New
Ishares Bitcoin Trust EtfIBIT608$23.4K0.0%−$5.42KAdded−$621
Ishares Tr184$22.8K0.0%$719Cut−$37.4K
Alibaba Group Hldg Ltd181$22.7K0.0%−$3.82KHeld
Ishares Inc280$22.1K0.0%$1.49KHeld
Global X Fds452$21.9K0.0%$2.57KAdded$2.67K
Blackrock Enhanced Equity Di2.53K$21.8K0.0%New
Vanguard Intl Equity Index F403$21.8K0.0%$105Cut−$26K
BlackRock, Inc.BLK23$21.7K0.0%−$3.26KAdded−$2.32K
Ishares Tr167$21.4K0.0%−$1.47KHeld
Ishares Tr280$20.9K0.0%$25Held
Global X Fds230$20.7K0.0%New
Ishares Tr555$20.4K0.0%−$301Added−$43
Cloudflare, Inc.NET97$20K0.0%$891Held
Asml Holding N V15$19.8K0.0%$3.77KHeld
Dimensional Etf Trust412$19.7K0.0%−$99Held
Consolidated Edison IncED174$19.7K0.0%$2.41KHeld
First Tr Exchange-Traded Fd904$18.9K0.0%New
Ishares Tr129$18.8K0.0%$605Held
Invesco Exchange Traded Fd T320$18.6K0.0%−$450Held
On Semiconductor CorpON300$18.6K0.0%$777Added$13.2K
Vanguard Bd Index Fds250$18.4K0.0%−$121Cut−$7.61K
Advanced Micro Devices IncAMD90$18.3K0.0%−$966Cut−$10.2K
Bondbloxx Etf Trust367$18.2K0.0%−$5Held
Cisco Sys Inc234$18.2K0.0%$131Held
Cigna GroupCI68$18.1K0.0%−$576Held
Ball CorpBALL297$17.6K0.0%New
Mcdonalds CorpMCD55$17.1K0.0%$378Held
Vaneck Etf Trust335$16.8K0.0%−$330Cut−$5.44K
Freeport-Mcmoran IncFCX284$16.7K0.0%$2.27KCut−$2.81K
Spdr Series Trust578$16.6K0.0%−$104Held
Capital Group Core Balanced474$16.3K0.0%−$437Cut−$2.56K
Herbalife Ltd.HLF1.1K$16.2K0.0%$2.01KHeld
Ishares Tr160$16.1K0.0%$598Held
J P Morgan Exchange Traded F137$16.1K0.0%−$840Held
Chipotle Mexican Grill IncCMG500$16K0.0%−$1.15KAdded$7.5K
First Tr Exchange-Traded Fd314$16K0.0%$2.02KCut$1.58K
Spdr Series Trust108$15.7K0.0%$674Added$820
Spdr Series Trust200$15.3K0.0%−$736Held
Phillips 66PSX83$15.2K0.0%$4.51KHeld
General Dynamics CorpGD44$15.1K0.0%$289Held
Invesco Exch Traded Fd Tr Ii146$15K0.0%−$296Held
Pacer Fds Tr240$15K0.0%$445Added$3.69K
Mastercard IncMA30$15K0.0%−$2.14KCut−$19.3K
Wisdomtree Tr170$14.9K0.0%−$270Cut−$2.24K
Viking Holdings LtdVIK200$14.7K0.0%$414Held
First Tr Exchange-Traded Fd744$14.1K0.0%−$143Added$3.12K
First Tr Exchange-Traded Fd643$13.9K0.0%−$130Added$2.96K
Boeing Co210$13.6K0.0%−$878Held
Zions Bancorporation N A236$13.6K0.0%−$231Added−$116
Target CorpTGT112$13.6K0.0%$2.63KHeld
M & T Bk Corp65$13.4K0.0%$228Added$435
Vanguard Admiral Fds Inc115$13.2K0.0%New
Dimensional Etf Trust385$13K0.0%$496Held
Lauder Estee Cos Inc180$12.9K0.0%−$5.95KCut−$16.3K
General Mtrs Co172$12.8K0.0%−$1.17KHeld
Dbx Etf Tr216$12.7K0.0%−$16Held
Ishares Tr220$12.5K0.0%New
Crowdstrike Hldgs Inc32$12.5K0.0%−$2.51KHeld
First Tr Exchange-Traded Fd600$12.4K0.0%New
Oracle Corp85$12.4K0.0%−$4.2KCut−$7.52K
Applied Matls Inc36$12.3K0.0%$3.05KHeld
Blackstone Inc.BX106$12.2K0.0%−$4.15KHeld
First Tr Exchange Traded Fd111$12.1K0.0%−$2.3KHeld
At&T Inc415$12K0.0%$1.72KHeld
Disney Walt Co123$11.8K0.0%−$2.12KHeld
Return Stacked Us Stk418$11.8K0.0%−$29Held
Alliant Energy CorpLNT164$11.8K0.0%$1.11KHeld
Pimco Etf Tr355$11.5K0.0%$1.66KHeld
Ishares Tr115$11.2K0.0%$110Cut−$1.85M
Honeywell Intl Inc49$11.1K0.0%$1.51KHeld
Franklin Templeton Etf Tr407$11.1K0.0%$118Held
Capital Group Intl Focus Eqt371$10.9K0.0%−$22Held
Chewy, Inc.CHWY400$10.8K0.0%−$2.42KHeld
First Tr Exchange-Traded Fd50$10.8K0.0%−$712Held
Ppg Inds Inc100$10.7K0.0%$442Held
First Tr Exchng Traded Fd Vi423$10.5K0.0%−$169Cut−$868K
Ishares Ethereum Tr659$10.4K0.0%−$2.67KAdded$1.35K
Marathon Pete Corp42$10.4K0.0%$3.49KHeld
Sony Group Corp500$10.3K0.0%−$2.45KHeld
Invesco Exchange Traded Fd T230$10.3K0.0%−$2.12KHeld
First Tr Exchange Traded Fd253$10.2K0.0%−$278Held
Select Sector Spdr Tr200$9.99K0.0%New
Mitsubishi Ufj Finl Group In578$9.81K0.0%$642Held
Ishares Tr193$9.66K0.0%$6Held
Novo-Nordisk A S260$9.55K0.0%−$3.67KHeld
Texas Cap Bancshares Inc100$9.49K0.0%$434Held
Ishares Tr52$9.43K0.0%−$949Held
American Centy Etf Tr117$9.43K0.0%$378Added$1.26K
Ishares Tr30$9.41K0.0%−$276Held
Capital Group Dividend Growe262$9.41K0.0%$69Held
Docusign, Inc.DOCU195$9.24K0.0%−$4.09KHeld
Ford Mtr Co800$9.23K0.0%−$1.26KCut−$14.4K
Dimensional Etf Trust204$9.2K0.0%−$343Cut−$9K
Vanguard Intl Equity Index F63$9.19K0.0%$155Cut−$7.01K
Murphy Oil CorpMUR219$9.05K0.0%$2.18KAdded$2.26K
Goldman Sachs Etf Tr72$9.01K0.0%−$522Held
Eaton Corp PlcETN25$8.94K0.0%$979Held
Fedex CorpFDX25$8.9K0.0%$1.68KHeld
Construction Partners, Inc.ROAD79$8.78K0.0%$203Held
Lowes Cos Inc37$8.74K0.0%−$180Held
Invesco Exch Trd Slf Idx Fd140$8.42K0.0%−$141Held
Morgan Stanley51$8.39K0.0%−$661Held
NIKE, Inc.NKE157$8.29K0.0%−$1.7KAdded−$1.65K
Wells Fargo Co New104$8.28K0.0%−$1.41KHeld
Texas Roadhouse, Inc.TXRH50$8.26K0.0%−$43Held
Lyondellbasell Industries N100$8.06K0.0%New
First Tr Exchange-Traded Fd50$7.94K0.0%New
UBS Group AGUBS200$7.81K0.0%−$1.45KHeld
Vertiv Holdings CoVRT30$7.52K0.0%$2.66KHeld
Wp Carey Inc109$7.41K0.0%$393Held
Simplify Exchange Traded Fun236$7.13K0.0%$699Held
Cameco CorpCCJ65$7.07K0.0%$1.11KHeld
Goldman Sachs Group Inc8$6.94K0.0%−$231Held
Ishares Tr377$6.9K0.0%$703Held
Ark Etf Tr60$6.75K0.0%−$133Held
Truist Finl Corp147$6.74K0.0%−$503Added−$411
Fidelity Covington Trust32$6.71K0.0%−$528Held
Biglari Hldgs Inc20$6.59K0.0%New
Dnp Select Income Fd Inc640$6.59K0.0%$198Held
Chubb Limited20$6.52K0.0%$277Held
Rbc Bearings IncRBC12$6.52K0.0%$1.14KHeld
Eni S P A114$6.45K0.0%$2.13KHeld
American Express CoAXP21$6.35K0.0%−$1.42KHeld
Totalenergies SeTTE69$6.28K0.0%$1.76KHeld
First Tr Exchng Traded Fd Vi142$6.19K0.0%New
Destiny Tech100 Inc.DXYZ230$6.16K0.0%−$886Held
Nano Nuclear Energy Inc.NNE300$6.14K0.0%−$1.06KHeld
Northrop Grumman Corp9$6.14K0.0%$1.01KHeld
Exxon Mobil Corp36$6.11K0.0%$1.78KHeld
Vanguard Charlotte Fds127$6.11K0.0%−$27Added$742
Ea Series Trust189$6.08K0.0%−$263Held
Align Technology IncALGN35$6K0.0%$534Held
Linde PlcLIN12$5.95K0.0%$832Held
ConocophillipsCOP44$5.81K0.0%$1.69KHeld
Oreilly Automotive Inc60$5.54K0.0%$66Held
Covenant Logistics Group, Inc.CVLG200$5.43K0.0%$1.02KHeld
Ionq Inc180$5.19K0.0%−$2.89KCut−$13.4K
Invesco Exch Traded Fd Tr Ii103$5.11K0.0%$177Added$227
First Tr Exchange Traded Fd46$5.05K0.0%New
Houlihan Lokey, Inc.HLI35$5.03K0.0%−$1.07KHeld
Tjx Cos Inc New31$4.95K0.0%$189Held
Global X Fds125$4.89K0.0%−$188Held
First Tr Exchange-Traded Fd100$4.87K0.0%New
Citigroup Inc42$4.76K0.0%−$138Held
First Tr Exch Traded Fd Iii250$4.75K0.0%New
Darden Restaurants IncDRI24$4.71K0.0%$289Held
Union Pac Corp19$4.61K0.0%$215Held
Boeing Co23$4.58K0.0%−$417Held
J P Morgan Exchange Traded F80$4.53K0.0%New
Armstrong World Inds Inc New27$4.45K0.0%−$710Held
Watsco Inc12$4.37K0.0%$322Held
Mckesson CorpMCK5$4.33K0.0%$226Held
Johnson Ctls Intl Plc33$4.32K0.0%$369Held
Marriott Intl Inc New13$4.25K0.0%$219Held
Biomarin Pharmaceutical IncBMRN75$4.24K0.0%−$220Held
British Amern Tob Plc72$4.21K0.0%$133Held
Capital Group Dividend Value99$4.2K0.0%−$111Cut−$1.42K
Schwab Strategic Tr149$4.15K0.0%New
NXP Semiconductors N.V.NXPI21$4.13K0.0%−$424Held
Capital Group Core Equity Et106$4.07K0.0%−$192Cut−$594
Sanofi Sa83$4K0.0%−$23Held
First Tr Exchange-Traded Fd117$3.98K0.0%New
First Tr Exchange Trad Fd Vi114$3.85K0.0%New
Hdfc Bank LtdHDB152$3.78K0.0%−$1.77KHeld
Cheesecake Factory IncCAKE69$3.78K0.0%$295Held
Ishares Tr160$3.66K0.0%New
First Tr Exchng Traded Fd Vi93$3.59K0.0%New
Synopsys IncSNPS9$3.57K0.0%−$659Held
Cme Group Inc.CME12$3.54K0.0%$267Held
Martin Marietta Matls Inc6$3.53K0.0%−$204Held
Sherwin Williams CoSHW11$3.53K0.0%−$38Held
Primerica, Inc.PRI14$3.51K0.0%−$110Held
Ishares Inc41$3.51K0.0%$234Cut$154
Moodys Corp8$3.49K0.0%−$597Held
Amplify Etf Tr46$3.46K0.0%−$243Held
Boston Scientific CorpBSX54$3.39K0.0%−$1.76KHeld
Spdr Series Trust35$3.38K0.0%$85Held
Bitwise Bitcoin Etf Tr91$3.35K0.0%−$978Held
Intercontinental Hotels Grou25$3.34K0.0%−$184Held
Vanguard World Fd19$3.29K0.0%New
Unifirst Corp Mass13$3.27K0.0%$763Held
Ametek Inc/AME15$3.21K0.0%$135Held
Abbott LabsABT31$3.18K0.0%−$702Held
Analog Devices IncADI10$3.18K0.0%$469Held
Accenture Plc Ireland16$3.17K0.0%−$1.12KHeld
Progressive Corp16$3.17K0.0%−$472Held
Vanguard Scottsdale Fds38$3.15K0.0%−$29Cut−$5.3K
ServiceNow, Inc.NOW30$3.14K0.0%−$1.46KHeld
Intuit Inc.INTU7$3.03K0.0%−$1.61KHeld
Kla CorpKLAC2$2.94K0.0%$515Held
Spdr Series Trust30$2.88K0.0%$106Held
Vanguard Scottsdale Fds26$2.86K0.0%New
Bank Hawaii Corp38$2.82K0.0%$224Held
Vale S.A.VALE173$2.75K0.0%$498Held
Dollar Tree, Inc.DLTR25$2.74K0.0%−$337Held
Old Dominion Freight Line In14$2.74K0.0%$541Held
Arrow Electrs Inc19$2.73K0.0%$632Held
American Centy Etf Tr27$2.7K0.0%$162Held
Dimensional Etf Trust80$2.69K0.0%$58Held
Hillman Solutions Corp.HLMN320$2.66K0.0%−$109Held
United Cmnty Bks Blairsvle G84$2.65K0.0%$23Held
Prologis Inc.20$2.64K0.0%$91Held
Pacer Fds Tr78$2.63K0.0%−$114Held
Ishares Tr12$2.63K0.0%$49Held
Gallagher Arthur J & Co12$2.6K0.0%−$506Held
First Tr Exchange-Traded Fd25$2.58K0.0%−$138Held
Landstar Sys Inc16$2.56K0.0%$266Held
Zscaler, Inc.ZS18$2.52K0.0%−$1.52KHeld
Select Sector Spdr Tr41$2.51K0.0%$132Added$2.15K
Dimensional Etf Trust42$2.49K0.0%−$18Held
Texas Instrs Inc12$2.33K0.0%$248Held
Fuller H B CoFUL37$2.28K0.0%$82Held
Allstate Corp11$2.28K0.0%−$9Held
Ge Healthcare Technologies I32$2.28K0.0%−$348Held
Tractor Supply Co50$2.27K0.0%−$236Held
SiteOne Landscape Supply, Inc.SITE17$2.26K0.0%$145Held
Aon plcAON7$2.26K0.0%−$211Held
Wd 40 CoWDFC11$2.24K0.0%$77Held
Dxc Technology CoDXC178$2.24K0.0%−$371Held
First Tr Exchange-Traded Fd11$2.21K0.0%New
Capital One Finl Corp12$2.19K0.0%−$719Cut−$2.17K
Zoetis Inc.ZTS18$2.13K0.0%−$137Held
Roper Technologies IncROP6$2.12K0.0%−$548Held
Nasdaq, Inc.NDAQ25$2.12K0.0%−$306Held
Packaging Corp Amer10$2.12K0.0%$60Held
Getty Rlty Corp New66$2.1K0.0%$293Held
First Tr Exchange Traded Fd58$2.1K0.0%New
D-Wave Quantum Inc.QBTS145$2.09K0.0%−$1.7KCut−$17.4K
First Tr Exch Trd Alphdx Fd28$2.03K0.0%New
Ishares U S Etf Tr60$2.03K0.0%$535Held
UiPath, Inc.PATH182$2.02K0.0%−$963Held
Altria Group, Inc.MO30$1.98K0.0%$250Held
Tenaris S A34$1.98K0.0%$671Held
BorgWarner IncBWA36$1.95K0.0%$331Held
Rli CorpRLI34$1.94K0.0%−$236Held
Rocket Lab CorpRKLB30$1.93K0.0%−$166Held
Vanguard Bd Index Fds27$1.86K0.0%−$20Held
Kkr & Co Inc20$1.85K0.0%−$700Held
Thor Inds Inc23$1.84K0.0%−$524Held
Badger Meter IncBMI12$1.83K0.0%−$265Held
Dominion Energy, IncD29$1.79K0.0%$94Held
Palo Alto Networks IncPANW11$1.76K0.0%−$262Held
Robinhood Mkts Inc25$1.73K0.0%−$1.1KHeld
National Beverage CorpFIZZ51$1.72K0.0%$90Held
Nucor CorpNUE10$1.69K0.0%$60Held
First Finl Bankshares Inc57$1.68K0.0%−$24Held
Lakeland Finl Corp29$1.66K0.0%$9Held
Unilever Plc29$1.65K0.0%−$245Held
Versant Media Group, Inc.VSNT44$1.63K0.0%New
Scotts Miracle-Gro CoSMG26$1.58K0.0%$64Held
Venture Global, Inc.VG100$1.58K0.0%New
Illinois Tool Wks Inc6$1.56K0.0%$84Held
Ryanair Holdings Plc27$1.56K0.0%−$388Held
Marsh & Mclennan Cos Inc9$1.56K0.0%−$109Held
Lloyds Banking Group Plc310$1.56K0.0%−$84Held
Spdr Series Trust16$1.53K0.0%−$23Held
Archer-Daniels-Midland CoADM21$1.53K0.0%$319Held
Vanguard Index Fds7$1.52K0.0%$38Held
Axalta Coating Sys Ltd53$1.47K0.0%−$244Held
Pnc Finl Svcs Group Inc7$1.46K0.0%−$4Held
Canadian Natl Ry Co14$1.44K0.0%$55Held
Bed Bath & Beyond Inc300$1.39K0.0%New
Unitedhealth Group IncUNH5$1.35K0.0%−$298Cut−$95.7K
First Tr Exchange Traded Fd60$1.35K0.0%New
Ishares Tr20$1.29K0.0%$344Held
First Tr Exchange Traded Fd20$1.28K0.0%−$87Held
Spdr Series Trust10$1.28K0.0%$58Held
SoFi Technologies, Inc.SOFI80$1.27K0.0%−$824Cut−$13.9K
Graco IncGGG15$1.27K0.0%$40Held
Henry Jack & Assoc Inc8$1.26K0.0%−$196Held
Bristol-Myers Squibb Co20$1.21K0.0%$136Held
Rivian Automotive Inc80$1.21K0.0%−$372Cut−$549
Manhattan Associates IncMANH9$1.2K0.0%−$362Held
Pacer Fds Tr25$1.17K0.0%New
Corsair Gaming, Inc.CRSR200$1.11K0.0%−$78Held
Quanta Svcs Inc2$1.1K0.0%New
Paccar IncPCAR9$1.04K0.0%$54Held
Qnity Electronics, Inc.Q9$1.04K0.0%$303Held
Azenta, Inc.AZTA49$1.03K0.0%−$595Held
Toyota Motor Corp5$1.03K0.0%−$40Held
Spdr Index Shs Fds26$1.03K0.0%New
Outdoor Holding Co500$1K0.0%$150Held
American Centy Etf Tr9$9940.0%New
Amplify Etf Tr41$9440.0%−$277Held
lululemon athletica inc.LULU6$9180.0%−$328Held
Solstice Advanced Matls Inc12$9140.0%$331Held
Invesco Exchange Traded Fd T11$8920.0%New
Paypal Hldgs Inc19$8590.0%−$250Held
Ishares Inc12$8370.0%$30Cut−$31K
Kyndryl Hldgs Inc63$8260.0%−$847Held
DuPont de Nemours, Inc.DD18$8240.0%$100Held
Enterprise Prods Partners L20$7570.0%$116Held
Atlassian CorpTEAM11$7510.0%−$1.03KHeld
Rio Tinto Plc8$7460.0%$106Held
Rigetti Computing Inc53$7440.0%−$430Held
Lci Inds6$7380.0%$10Held
Eog Res Inc5$7230.0%$198Held
DoorDash, Inc.DASH4$6010.0%New
Latham Group, Inc.SWIM110$5910.0%−$108Held
Ishares Tr7$5850.0%New
Oklo Inc.OKLO10$4960.0%−$222Held
Novavax IncNVAX60$4880.0%$85Held
Dollar Gen Corp New4$4750.0%−$56Held
Occidental Pete Corp11$4720.0%New
Energy Transfer L P21$4050.0%$59Held
Gap IncGAP13$3150.0%−$18Held
Vanguard Scottsdale Fds6$2840.0%New
Snap IncSNAP50$2300.0%−$174Held
Moderna, Inc.MRNA3$1520.0%$64Held
Uber Technologies, IncUBER2$1440.0%−$19Cut−$1.25K
Magnum Ice Cream Co Nv6$900.0%−$5Held
Net Lease Office PropertiesNLOP7$810.0%−$100Held
Tilray Brands, Inc.TLRY7$450.0%−$18Held
Nokia Corp4$320.0%$6Held
Blackrock Utils Infrastructu2.91K$230.0%New
Blink Charging Co.BLNK29$160.0%−$3Held
Organon & Co.OGN2$120.0%−$2Held
Curis IncCRIS2$10.0%−$1Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.