MRWM Advisors, LLC

Est. AUM

$184.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TOTAL STOCK MARKET ETF	TOTAL STK MKT	$26.9M	83720	14.56%	SOLE
2	ABERDEEN PHYSICAL GOLD SHARES ETF	PHYSCL GOLD SHS	$14.6M	328297	7.94%	SOLE
3	ISHARES TR CORE S&P500 ETF	CORE S&P500 ETF	$13.4M	20587	7.29%	SOLE
4	VANGUARD VALUE ETF	VALUE ETF	$9.4M	48039	5.11%	SOLE
5	VANGUARD TOTAL INTERNATIONAL STOCK ETF	VG TL INTL STK F	$8.5M	110205	4.61%	SOLE
6	ISHARES TR 0-3 MNTH TREASRY	0-3 MNTH TREASRY	$8.5M	84246	4.60%	SOLE
7	CAPITAL GROUP GROWTH ETF SHS CREATION UNIT	SHS CREATION UNI	$7.6M	188998	4.12%	SOLE
8	STATE STREET SPDR S&P 500 ETF TRUST	TR UNIT	$7.1M	10860	3.83%	SOLE
9	SCHWAB US DIVIDEND EQUITY ETF	US DIVIDEND EQ	$6.8M	220794	3.67%	SOLE
10	VANGUARD 0-3 MONTH TREASURY BILL ETF	0-3 MO TREAS BIL	$6.2M	82505	3.38%	SOLE
11	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	S&P 500 DV ARIST	$6.1M	57501	3.30%	SOLE
12	STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF	STATE STREET SPD	$5.9M	64423	3.20%	SOLE
13	APPLE INCORPORATED	COM	$5.5M	21741	2.99%	SOLE
14	SCHWAB U.S. LARGE-CAP GROWTH ETF	US LCAP GR ETF	$5.2M	178174	2.81%	SOLE
15	ISHARES TR TIPS BD ETF	TIPS BD ETF	$4.5M	40346	2.41%	SOLE
16	VANGUARD DIVIDEND APPRECIATION ETF	DIV APP ETF	$3.6M	16561	1.93%	SOLE
17	VANGUARD SHORT-TERM TREASURY ETF	SHORT TERM TREAS	$3.4M	57273	1.82%	SOLE
18	CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT	SHS CREATION UNI	$1.6M	38474	0.89%	SOLE
19	ISHARES TR HDG MSCI EAFE	HDG MSCI EAFE	$1.5M	35783	0.82%	SOLE
20	LAM RESEARCH CORPORATION COM NEW	COM NEW	$1.3M	6254	0.72%	SOLE
21	BROADCOM INCORPORATED	COM	$1.3M	4258	0.71%	SOLE
22	ABBVIE INCORPORATED	COM	$1.3M	5872	0.69%	SOLE
23	KROGER COMPANY	COM	$1.3M	17508	0.69%	SOLE
24	ALPHABET INCORPORATED CAP STK CLASS A	CAP STK CL A	$1.3M	4379	0.68%	SOLE
25	INTERNATIONAL BUSINESS MACHINES	COM	$1.2M	4962	0.65%	SOLE
26	CISCO SYSTEMS INCORPORATED	COM	$1.2M	14991	0.63%	SOLE
27	AMGEN INCORPORATED	COM	$1.1M	3141	0.60%	SOLE
28	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	STATE STREET TEC	$1.1M	8292	0.60%	SOLE
29	EATON CORPORATION PLC SHS (IRELAND)	SHS	$1.1M	3055	0.59%	SOLE
30	LOCKHEED MARTIN CORPORATION	COM	$1.1M	1807	0.59%	SOLE
31	MERCK & COMPANY INCORPORATED	COM	$1.1M	8968	0.58%	SOLE
32	MCDONALDS CORPORATION	COM	$1.0M	3280	0.55%	SOLE
33	VISA INCORPORATED COM CLASS A	COM CL A	$1.0M	3352	0.55%	SOLE
34	ISHARES INCORPORATED MSCI EMRG CHN	MSCI EMRG CHN	$1.0M	12830	0.55%	SOLE
35	LOWES COMPANIES INCORPORATED	COM	$945K	3998	0.51%	SOLE
36	EXXON MOBIL CORPORATION	COM	$945K	5571	0.51%	SOLE
37	HOME DEPOT INCORPORATED	COM	$937K	2849	0.51%	SOLE
38	BRISTOL-MYERS SQUIBB COMPANY	COM	$930K	15326	0.50%	SOLE
39	MEDTRONIC PLC SHS (IRELAND)	SHS	$885K	10215	0.48%	SOLE
40	PROCTER & GAMBLE COMPANY	COM	$876K	6062	0.47%	SOLE
41	ISHARES TR RUS 1000 VAL ETF	RUS 1000 VAL ETF	$863K	4037	0.47%	SOLE
42	SCHWAB CHARLES CORPORATION	COM	$847K	9009	0.46%	SOLE
43	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	STATE STREET FIN	$838K	16978	0.45%	SOLE
44	STARBUCKS CORPORATION	COM	$781K	8719	0.42%	SOLE
45	QUALCOMM INCORPORATED	COM	$714K	5543	0.39%	SOLE
46	NETAPP INCORPORATED	COM	$696K	6794	0.38%	SOLE
47	MICROSOFT CORPORATION	COM	$691K	1868	0.37%	SOLE
48	STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	UTSER1 S&PDCRP	$659K	1068	0.36%	SOLE
49	ISHARES TR CORE 80/20 AGGRE	CORE 80/20 AGGRE	$608K	6875	0.33%	SOLE
50	COLGATE PALMOLIVE COMPANY	COM	$596K	6998	0.32%	SOLE

1–50 of 74

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.