Investor
MRWM Advisors, LLC
CIK 0001732949 · filed 2026-04-21 · SEC filing
13F book
$184.4M
Positions
74
3 new · 5 sold
Largest name
14.6%
Vanguard Index Fds
Est. mark
−$2.02M
Price effect on 71 names still held. Flow $138.2K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 83.7K | $26.9M | 14.6% | −$1.19M | Added−$697.6K |
| Etfs Gold Tr | — | 328.3K | $14.6M | 7.9% | $1.16M | Cut$667.2K |
| Ishares Tr | — | 20.6K | $13.4M | 7.3% | −$652.6K | Added−$639.5K |
| Vanguard Index Fds | — | 48K | $9.43M | 5.1% | $175.8K | Added$2.98M |
| Vanguard Star Fds | — | 110.2K | $8.5M | 4.6% | $179.5K | Added$389.2K |
| Ishares 0-3 Month | — | 84.2K | $8.48M | 4.6% | $2.28K | Added$7.66M |
| Capital Group Growth Etf | — | 189K | $7.6M | 4.1% | −$769.8K | Added−$402.4K |
| Spdr S&P 500 Etf Tr | — | 10.9K | $7.06M | 3.8% | −$343K | Cut−$3.05M |
| Schwab Strategic Tr | — | 220.8K | $6.77M | 3.7% | $717.6K | Cut$702.4K |
| Vanguard Instl Index Fd | — | 82.5K | $6.24M | 3.4% | $18.2K | Cut−$631.9K |
| Proshares Tr | — | 57.5K | $6.1M | 3.3% | $111.6K | Cut−$1.68M |
| Spdr Series Trust | — | 64.4K | $5.9M | 3.2% | $15.6K | Added$405.5K |
| Apple Inc. | AAPL | 21.7K | $5.52M | 3.0% | −$392.6K | Cut−$491K |
| Schwab Strategic Tr | — | 178.2K | $5.19M | 2.8% | −$621.8K | Cut−$642.7K |
| Ishares Tr | — | 40.3K | $4.45M | 2.4% | $18.2K | Cut−$226.8K |
| Vanguard Specialized Funds | — | 16.6K | $3.56M | 1.9% | −$68.1K | Added$390.6K |
| Vanguard Scottsdale Fds | — | 57.3K | $3.35M | 1.8% | −$9K | Added$571.7K |
| Capital Group Dividend Value | — | 38.5K | $1.64M | 0.9% | −$42.3K | Cut−$114.3K |
| Ishares Tr | — | 35.8K | $1.52M | 0.8% | $40.6K | Cut−$8.32K |
| Lam Research Corp | LRCX | 6.25K | $1.34M | 0.7% | $265.7K | Cut$228.2K |
| Broadcom Inc. | AVGO | 4.26K | $1.32M | 0.7% | −$155.8K | Cut−$185.2K |
| AbbVie Inc. | ABBV | 5.87K | $1.28M | 0.7% | −$64.6K | Cut−$86.5K |
| Kroger Co | KR | 17.5K | $1.27M | 0.7% | $173K | Cut$166.7K |
| Alphabet Inc | — | 4.38K | $1.26M | 0.7% | −$111.4K | Cut−$178.1K |
| International Business Machs | — | 4.96K | $1.2M | 0.7% | −$267.1K | Cut−$276.8K |
| Cisco Sys Inc | — | 15K | $1.16M | 0.6% | $8.39K | Cut−$6.55K |
| Amgen Inc | AMGN | 3.14K | $1.11M | 0.6% | $77.1K | Cut$64.6K |
| Select Sector Spdr Tr | — | 8.29K | $1.1M | 0.6% | −$91.8K | Cut−$172.7K |
| Eaton Corp Plc | ETN | 3.06K | $1.09M | 0.6% | $119.6K | Cut$107.8K |
| Lockheed Martin Corp | LMT | 1.81K | $1.09M | 0.6% | $218.1K | Cut$203.1K |
| Merck & Co., Inc. | MRK | 8.97K | $1.08M | 0.6% | $125.2K | Added$201.8K |
| Mcdonalds Corp | MCD | 3.28K | $1.02M | 0.6% | $16.9K | Cut$2.56K |
| Visa Inc. | V | 3.35K | $1.01M | 0.5% | −$162.5K | Cut−$169.1K |
| Ishares Inc | — | 12.8K | $1.01M | 0.5% | — | New |
| Exxon Mobil Corp | — | 5.57K | $945.2K | 0.5% | $274.8K | Cut$210.5K |
| Lowes Cos Inc | — | 4K | $944.6K | 0.5% | −$19.1K | Added−$218 |
| Home Depot, Inc. | HD | 2.85K | $937K | 0.5% | −$43.2K | Cut−$72.1K |
| Bristol-Myers Squibb Co | — | 15.3K | $929.5K | 0.5% | $46.2K | Added$558.4K |
| Medtronic Plc | MDT | 10.2K | $885.1K | 0.5% | −$96.1K | Cut−$108.4K |
| Procter And Gamble Co | PG | 6.06K | $875.6K | 0.5% | $6.48K | Added$53.4K |
| Ishares Tr | — | 4.04K | $862.6K | 0.5% | $13.2K | Added$25.6K |
| Schwab Charles Corp | — | 9.01K | $846.7K | 0.5% | −$53.4K | Cut−$65K |
| Select Sector Spdr Tr | — | 17K | $838.2K | 0.5% | −$91.7K | Cut−$113.2K |
| Starbucks Corp | SBUX | 8.72K | $781.1K | 0.4% | $22.5K | Added$428.3K |
| Qualcomm Inc | — | 5.54K | $713.8K | 0.4% | −$234.3K | Cut−$273.6K |
| NetApp, Inc. | NTAP | 6.79K | $695.6K | 0.4% | −$31.4K | Added−$18.9K |
| Microsoft Corp | MSFT | 1.87K | $691.5K | 0.4% | −$211.9K | Cut−$231.8K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.07K | $658.7K | 0.4% | $11.8K | Added$129K |
| Ishares Tr | — | 6.88K | $608.4K | 0.3% | −$7.36K | Cut−$8.25K |
| Colgate Palmolive Co | CL | 7K | $596.4K | 0.3% | $18.9K | Added$355.7K |
| Comcast Corp New | — | 19.6K | $562.6K | 0.3% | −$10.1K | Added$306.6K |
| General Mls Inc | GIS | 14.1K | $523.9K | 0.3% | −$58.4K | Added$231.2K |
| Capital Group Core Equity Et | — | 12.7K | $486.6K | 0.3% | −$21.8K | Added$1.53K |
| Select Sector Spdr Tr | — | 4.33K | $480.6K | 0.3% | −$29.7K | Held |
| Select Sector Spdr Tr | — | 4.07K | $443.5K | 0.2% | −$42.5K | Held |
| Tesla, Inc. | TSLA | 1.14K | $423.8K | 0.2% | −$88.9K | Cut−$97.4K |
| Wisdomtree Tr | — | 8.4K | $423K | 0.2% | $168 | Cut−$6.21M |
| Invesco Exchange Traded Fd T | — | 2.19K | $421.3K | 0.2% | $711 | Added$42.4K |
| Ishares Tr | — | 5.36K | $362.1K | 0.2% | $8.2K | Cut−$231.7K |
| Vanguard Bd Index Fds | — | 4.84K | $356.2K | 0.2% | −$1.85K | Added$37.9K |
| Spdr Gold Tr | — | 827 | $355.8K | 0.2% | $28.1K | Cut$20.2K |
| Nvidia Corp | NVDA | 1.81K | $315.7K | 0.2% | −$21.9K | Cut−$298.7K |
| Suncor Energy Inc New | — | 4.63K | $306.1K | 0.2% | $100.7K | Held |
| Gilead Sciences, Inc. | GILD | 1.98K | $276.5K | 0.1% | $33K | Held |
| Chevron Corp New | CVX | 1.26K | $260.9K | 0.1% | $68.7K | Cut$55.3K |
| Vanguard Index Fds | — | 395 | $236K | 0.1% | −$11.7K | Cut−$43K |
| Ishares Tr | — | 3.63K | $233.8K | 0.1% | −$2.4K | Held |
| Vanguard Index Fds | — | 811 | $232.9K | 0.1% | −$2.47K | Held |
| Ishares Tr | — | 1.54K | $232.7K | 0.1% | $15.8K | Held |
| Conocophillips | COP | 1.75K | $231.1K | 0.1% | — | New |
| Vanguard World Fd | — | 847 | $230.7K | 0.1% | −$13.1K | Held |
| Fox Corp | — | 3.84K | $224.3K | 0.1% | −$56.3K | Held |
| Meta Platforms, Inc. | META | 371 | $212.3K | 0.1% | −$29.1K | Added−$6.23K |
| Twist Bioscience Corp | TWST | 4.34K | $206.2K | 0.1% | — | New |
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.