Mpwm Advisory Solutions, LLC

Mpwm Advisory Solutions, LLC reported 571 holdings worth US$218M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Mpwm Advisory Solutions, LLC reported 571 holdings worth US$218M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).

Holdings
571
Value as reported
US$218M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation14,017US$2.8M1.3%
Apple Inc9,452US$2.73M1.3%
Alphabet Inc (google) Class C6,399US$2.29M1.0%
Amazon.com, Inc.7,545US$1.8M0.82%
West Pharmaceutical Services, Inc.2,076US$745K0.34%
Visa Inc.2,147US$737K0.34%
Microsoft Corp.17,880US$667K0.31%
Micron Technology, Inc.493US$569K0.26%
Meta Platforms, Inc.1,008US$568K0.26%
Merck & Company, Inc.3,993US$513K0.23%
Marvell Technology, Inc.1,656US$493K0.23%
Tesla, Inc.1,065US$448K0.21%
Nextera Energy, Inc.4,688US$411K0.19%
Eli Lilly And Company320US$384K0.18%
Johnson & Johnson1,252US$318K0.15%
Amphenol Corporation1,772US$312K0.14%
Berkshire Hathaway Inc.544US$272K0.12%
United Airlines Holdings, Inc.1,830US$249K0.11%
Arista Networks, Inc.1,428US$243K0.11%
Western Union Company (the)30,736US$237K0.11%
Home Depot, Inc. (the)662US$233K0.11%
Verizon Communications Inc.5,262US$223K0.10%
International Business Machines Corporation710US$200K0.09%
Norwegian Cruise Line Holdings Ltd.9,150US$193K0.09%
Space Exploration Technologies Corp1,023US$175K0.08%
Viking Therapeutics, Inc.4,475US$175K0.08%
Bitmine Immersion Technologies, Inc.13,082US$174K0.08%
Pfizer, Inc.6,824US$164K0.08%
Caterpillar, Inc.148US$158K0.07%
T-mobile Us, Inc.915US$153K0.07%
Truist Financial Corporation2,944US$147K0.07%
First Horizon Corporation5,471US$140K0.06%
Salesforce, Inc.877US$137K0.06%
Taiwan Semiconductor Manufacturing Co., Ltd.269US$129K0.06%
Walmart Inc.1,069US$121K0.06%
Abbvie Inc.478US$120K0.06%
Lam Research Corporation275US$119K0.05%
Zebra Technologies Corporation450US$118K0.05%
Cadence Design Systems, Inc.290US$109K0.05%
Intel Corporation747US$104K0.05%
Qualcomm Incorporated561US$104K0.05%
Norfolk Southern Corporation307US$96,5790.04%
Chevron Corporation554US$91,9050.04%
Jp Morgan Chase & Co.260US$85,0410.04%
Cvs Health Corporation801US$82,8630.04%
Regions Financial Corporation2,742US$82,8080.04%
Kimberly-clark Corporation731US$80,2420.04%
Thermo Fisher Scientific Inc150US$75,2040.03%
Pepsico, Inc.477US$64,5860.03%
Coreweave, Inc.640US$63,7050.03%
W.r. Berkley Corporation900US$63,4770.03%
Coca-cola Company (the)765US$62,1850.03%
Labcorp Holdings Inc.213US$59,6400.03%
Broadcom Inc.154US$57,9960.03%
Lockheed Martin Corporation111US$56,5500.03%
Costco Wholesale Corporation58US$54,2270.02%
Barings Bdc, Inc.6,301US$53,6890.02%
Rtx Corporation276US$52,3010.02%
Advanced Micro Devices Inc90US$52,2820.02%
Southern Company (the)544US$52,0870.02%
Paycom Software, Inc.400US$50,2720.02%
Vertex Pharmaceuticals Incorporated100US$49,6730.02%
Agilysys, Inc.472US$49,3250.02%
Ge Aerospace127US$47,4000.02%
Ge Vernova Inc.38US$44,6520.02%
Emerson Electric Company312US$44,6060.02%
Ha Sustainable Infrastructure Capital, Inc.1,135US$44,3220.02%
Intuitive Surgical, Inc.110US$43,7450.02%
Delta Air Lines, Inc.453US$42,4700.02%
Bank Of America Corporation733US$41,7800.02%
Netflix, Inc.538US$38,4130.02%
Csx Corporation754US$35,8380.02%
Procter & Gamble Company (the)232US$34,0200.02%
Sentinelone, Inc.2,000US$33,9410.02%
Napco Security Technologies, Inc.805US$30,5740.01%
Asml Holding Nv15US$29,8510.01%
On Semiconductor Corporation300US$28,3620.01%
Deere & Company44US$27,9110.01%
Strategy Inc320US$27,8180.01%
Gilead Sciences, Inc.220US$27,7950.01%
Cisco Systems, Inc.234US$27,4860.01%
Waste Management, Inc.120US$26,7460.01%
Applied Materials, Inc.36US$26,0280.01%
Block, Inc.340US$25,8400.01%
Shell Plc331US$25,6760.01%
Mondelez International, Inc.438US$25,3340.01%
Crowdstrike Holdings, Inc.32US$24,4200.01%
Charles Schwab Corporation (the)263US$24,2670.01%
Bwx Technologies, Inc.122US$23,7470.01%
Palantir Technologies Inc.203US$23,6840.01%
Ebay Inc.200US$22,3500.01%
Duke Energy Corporation (holding Company)175US$22,1520.01%
Target Corporation167US$21,812<0.01%
Blackrock, Inc.23US$21,768<0.01%
Viking Holdings Ltd200US$20,934<0.01%
Oracle Corporation141US$20,614<0.01%
Consolidated Edison, Inc.174US$19,250<0.01%
Boeing Company (the)88US$19,112<0.01%
The Cigna Group68US$18,746<0.01%
Ball Corporation297US$18,533<0.01%

Every holding of Mpwm Advisory Solutions, LLC

Source

View original at SEC

Related