Filed: 8/27/2025ACC: 0001754960-25-000620
📋 What this filing means
MRWM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $159.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$159.84M
Total AUM (reported)
2M
Total Shares
Allocation by class
COM$25.91M16.2%
TOTAL STK MKT$22.68M14.2%
CORE S&P500 ETF$12.67M7.9%
PHYSCL GOLD SHS$10.76M6.7%
TR UNIT$9.45M5.9%
SHS CREATION UNI$8.24M5.2%
VG TL INTL STK F$8.07M5.0%
Portfolio Concentration
Top 3$46.11M28.8%
4–10$49.06M30.7%
11–25$36.34M22.7%
Rest$28.32M17.7%
Top 3 weight
28.8%
Top 10 weight
59.5%
Voting Authority Distribution
Total shares with voting rights: 2M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings72
Rows:
VANGUARD INDEX FDS
SOLEShares74.64K
TypeSH
Market value$22.68M
14.19%
Sole
0.00
Shared
0.00
None
74.64K
ISHARES TR
SOLEShares20.41K
TypeSH
Market value$12.67M
7.93%
Sole
0.00
Shared
0.00
None
20.41K
ETFS GOLD TR
SOLEShares341.01K
TypeSH
Market value$10.76M
6.73%
Sole
0.00
Shared
0.00
None
341.01K
SPDR S&P 500 ETF TR
SOLEShares15.29K
TypeSH
Market value$9.45M
5.91%
Sole
0.00
Shared
0.00
None
15.29K
VANGUARD STAR FDS
SOLEShares116.82K
TypeSH
Market value$8.07M
5.05%
Sole
0.00
Shared
0.00
None
116.82K
WISDOMTREE TR
SOLEShares139.79K
TypeSH
Market value$7.03M
4.40%
Sole
0.00
Shared
0.00
None
139.79K
VANGUARD INSTL INDEX FD
SOLEShares92.65K
TypeSH
Market value$7.00M
4.38%
Sole
0.00
Shared
0.00
None
92.65K
SCHWAB STRATEGIC TR
SOLEShares248.83K
TypeSH
Market value$6.59M
4.13%
Sole
0.00
Shared
0.00
None
248.83K
CAPITAL GROUP GROWTH ETF
SOLEShares147.85K
TypeSH
Market value$6.01M
3.76%
Sole
0.00
Shared
0.00
None
147.85K
APPLE INC
SOLEShares23.93K
TypeSH
Market value$4.91M
3.07%
Sole
0.00
Shared
0.00
None
23.93K
SCHWAB STRATEGIC TR
SOLEShares166.59K
TypeSH
Market value$4.87M
3.04%
Sole
0.00
Shared
0.00
None
166.59K
ISHARES TR
SOLEShares42.87K
TypeSH
Market value$4.72M
2.95%
Sole
0.00
Shared
0.00
None
42.87K
SPDR SERIES TRUST
SOLEShares45.50K
TypeSH
Market value$4.17M
2.61%
Sole
0.00
Shared
0.00
None
45.50K
VANGUARD SCOTTSDALE FDS
SOLEShares61.65K
TypeSH
Market value$3.62M
2.27%
Sole
0.00
Shared
0.00
None
61.65K
VANGUARD INDEX FDS
SOLEShares16.74K
TypeSH
Market value$2.96M
1.85%
Sole
0.00
Shared
0.00
None
16.74K
PROSHARES TR
SOLEShares25.52K
TypeSH
Market value$2.57M
1.61%
Sole
0.00
Shared
0.00
None
25.52K
ISHARES TR
SOLEShares39.06K
TypeSH
Market value$1.98M
1.24%
Sole
0.00
Shared
0.00
None
39.06K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares44.98K
TypeSH
Market value$1.78M
1.11%
Sole
0.00
Shared
0.00
None
44.98K
BROADCOM INC
SOLEShares5.60K
TypeSH
Market value$1.54M
0.97%
Sole
0.00
Shared
0.00
None
5.60K
INTERNATIONAL BUSINESS MACHS
SOLEShares5.11K
TypeSH
Market value$1.51M
0.94%
Sole
0.00
Shared
0.00
None
5.11K
ISHARES TR
SOLEShares37.24K
TypeSH
Market value$1.41M
0.88%
Sole
0.00
Shared
0.00
None
37.24K
VISA INC
SOLEShares3.98K
TypeSH
Market value$1.41M
0.88%
Sole
0.00
Shared
0.00
None
3.98K
EATON CORP PLC
SOLEShares3.75K
TypeSH
Market value$1.34M
0.84%
Sole
0.00
Shared
0.00
None
3.75K
KROGER CO
SOLEShares18.12K
TypeSH
Market value$1.30M
0.81%
Sole
0.00
Shared
0.00
None
18.12K
SELECT SECTOR SPDR TR
SOLEShares4.58K
TypeSH
Market value$1.16M
0.73%
Sole
0.00
Shared
0.00
None
4.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 74.64K | SH | $22.68M 14.19% | 0.00 | 0.00 | 74.64K |
ISHARES TRSOLE | CORE S&P500 ETF | 20.41K | SH | $12.67M 7.93% | 0.00 | 0.00 | 20.41K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 341.01K | SH | $10.76M 6.73% | 0.00 | 0.00 | 341.01K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 15.29K | SH | $9.45M 5.91% | 0.00 | 0.00 | 15.29K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 116.82K | SH | $8.07M 5.05% | 0.00 | 0.00 | 116.82K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 139.79K | SH | $7.03M 4.40% | 0.00 | 0.00 | 139.79K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 92.65K | SH | $7.00M 4.38% | 0.00 | 0.00 | 92.65K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 248.83K | SH | $6.59M 4.13% | 0.00 | 0.00 | 248.83K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 147.85K | SH | $6.01M 3.76% | 0.00 | 0.00 | 147.85K |
APPLE INCSOLE | COM | 23.93K | SH | $4.91M 3.07% | 0.00 | 0.00 | 23.93K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 166.59K | SH | $4.87M 3.04% | 0.00 | 0.00 | 166.59K |
ISHARES TRSOLE | TIPS BD ETF | 42.87K | SH | $4.72M 2.95% | 0.00 | 0.00 | 42.87K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 45.50K | SH | $4.17M 2.61% | 0.00 | 0.00 | 45.50K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 61.65K | SH | $3.62M 2.27% | 0.00 | 0.00 | 61.65K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 16.74K | SH | $2.96M 1.85% | 0.00 | 0.00 | 16.74K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 25.52K | SH | $2.57M 1.61% | 0.00 | 0.00 | 25.52K |
ISHARES TRSOLE | TRS FLT RT BD | 39.06K | SH | $1.98M 1.24% | 0.00 | 0.00 | 39.06K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 44.98K | SH | $1.78M 1.11% | 0.00 | 0.00 | 44.98K |
BROADCOM INCSOLE | COM | 5.60K | SH | $1.54M 0.97% | 0.00 | 0.00 | 5.60K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 5.11K | SH | $1.51M 0.94% | 0.00 | 0.00 | 5.11K |
ISHARES TRSOLE | HDG MSCI EAFE | 37.24K | SH | $1.41M 0.88% | 0.00 | 0.00 | 37.24K |
VISA INCSOLE | COM CL A | 3.98K | SH | $1.41M 0.88% | 0.00 | 0.00 | 3.98K |
EATON CORP PLCSOLE | SHS | 3.75K | SH | $1.34M 0.84% | 0.00 | 0.00 | 3.75K |
KROGER COSOLE | COM | 18.12K | SH | $1.30M 0.81% | 0.00 | 0.00 | 18.12K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 4.58K | SH | $1.16M 0.73% | 0.00 | 0.00 | 4.58K |
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