Filed: 8/27/2025ACC: 0001754960-25-000622
📋 What this filing means
MRWM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $127.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$127.75M
Total AUM (reported)
1.62M
Total Shares
Allocation by class
COM$23.30M18.2%
TOTAL STK MKT$15.34M12.0%
BLOOMBERG 1-3 MO$11.91M9.3%
TR UNIT$9.39M7.4%
CORE S&P500 ETF$8.12M6.4%
PHYSCL GOLD SHS$7.76M6.1%
SHS CREATION UNI$7.06M5.5%
Portfolio Concentration
Top 3$36.64M28.7%
4–10$43.96M34.4%
11–25$27.26M21.3%
Rest$19.89M15.6%
Top 3 weight
28.7%
Top 10 weight
63.1%
Voting Authority Distribution
Total shares with voting rights: 1.62M
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
1.62M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings61
Rows:
VANGUARD INDEX FDS
SOLEShares52.93K
TypeSH
Market value$15.34M
12.01%
Sole
0.00
Shared
0.00
None
52.93K
SPDR SERIES TRUST
SOLEShares130.31K
TypeSH
Market value$11.91M
9.33%
Sole
0.00
Shared
0.00
None
130.31K
SPDR S&P 500 ETF TR
SOLEShares16.02K
TypeSH
Market value$9.39M
7.35%
Sole
0.00
Shared
0.00
None
16.02K
ISHARES TR
SOLEShares13.79K
TypeSH
Market value$8.12M
6.36%
Sole
0.00
Shared
0.00
None
13.79K
ETFS GOLD TR
SOLEShares309.89K
TypeSH
Market value$7.76M
6.08%
Sole
0.00
Shared
0.00
None
309.89K
WISDOMTREE TR
SOLEShares139.84K
TypeSH
Market value$7.04M
5.51%
Sole
0.00
Shared
0.00
None
139.84K
APPLE INC
SOLEShares23.57K
TypeSH
Market value$5.90M
4.62%
Sole
0.00
Shared
0.00
None
23.57K
ISHARES TR
SOLEShares110.05K
TypeSH
Market value$5.55M
4.35%
Sole
0.00
Shared
0.00
None
110.05K
ISHARES TR
SOLEShares49.11K
TypeSH
Market value$5.23M
4.10%
Sole
0.00
Shared
0.00
None
49.11K
SCHWAB STRATEGIC TR
SOLEShares159.39K
TypeSH
Market value$4.35M
3.41%
Sole
0.00
Shared
0.00
None
159.39K
VANGUARD SCOTTSDALE FDS
SOLEShares71.53K
TypeSH
Market value$4.16M
3.26%
Sole
0.00
Shared
0.00
None
71.53K
CAPITAL GROUP GROWTH ETF
SOLEShares98.70K
TypeSH
Market value$3.67M
2.87%
Sole
0.00
Shared
0.00
None
98.70K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares80.11K
TypeSH
Market value$2.82M
2.21%
Sole
0.00
Shared
0.00
None
80.11K
ISHARES TR
SOLEShares68.57K
TypeSH
Market value$2.38M
1.87%
Sole
0.00
Shared
0.00
None
68.57K
PROSHARES TR
SOLEShares21.79K
TypeSH
Market value$2.17M
1.70%
Sole
0.00
Shared
0.00
None
21.79K
VANGUARD INDEX FDS
SOLEShares11.44K
TypeSH
Market value$1.94M
1.52%
Sole
0.00
Shared
0.00
None
11.44K
VISA INC
SOLEShares3.93K
TypeSH
Market value$1.24M
0.97%
Sole
0.00
Shared
0.00
None
3.93K
BROADCOM INC
SOLEShares5.34K
TypeSH
Market value$1.24M
0.97%
Sole
0.00
Shared
0.00
None
5.34K
EATON CORP PLC
SOLEShares3.59K
TypeSH
Market value$1.19M
0.93%
Sole
0.00
Shared
0.00
None
3.59K
HOME DEPOT INC
SOLEShares2.94K
TypeSH
Market value$1.14M
0.89%
Sole
0.00
Shared
0.00
None
2.94K
KROGER CO
SOLEShares18.31K
TypeSH
Market value$1.12M
0.88%
Sole
0.00
Shared
0.00
None
18.31K
INTERNATIONAL BUSINESS MACHS
SOLEShares4.93K
TypeSH
Market value$1.08M
0.85%
Sole
0.00
Shared
0.00
None
4.93K
ABBVIE INC
SOLEShares5.91K
TypeSH
Market value$1.05M
0.82%
Sole
0.00
Shared
0.00
None
5.91K
PROCTER AND GAMBLE CO
SOLEShares6.16K
TypeSH
Market value$1.03M
0.81%
Sole
0.00
Shared
0.00
None
6.16K
LOWES COS INC
SOLEShares4.10K
TypeSH
Market value$1.01M
0.79%
Sole
0.00
Shared
0.00
None
4.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 52.93K | SH | $15.34M 12.01% | 0.00 | 0.00 | 52.93K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 130.31K | SH | $11.91M 9.33% | 0.00 | 0.00 | 130.31K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 16.02K | SH | $9.39M 7.35% | 0.00 | 0.00 | 16.02K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.79K | SH | $8.12M 6.36% | 0.00 | 0.00 | 13.79K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 309.89K | SH | $7.76M 6.08% | 0.00 | 0.00 | 309.89K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 139.84K | SH | $7.04M 5.51% | 0.00 | 0.00 | 139.84K |
APPLE INCSOLE | COM | 23.57K | SH | $5.90M 4.62% | 0.00 | 0.00 | 23.57K |
ISHARES TRSOLE | TRS FLT RT BD | 110.05K | SH | $5.55M 4.35% | 0.00 | 0.00 | 110.05K |
ISHARES TRSOLE | TIPS BD ETF | 49.11K | SH | $5.23M 4.10% | 0.00 | 0.00 | 49.11K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 159.39K | SH | $4.35M 3.41% | 0.00 | 0.00 | 159.39K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 71.53K | SH | $4.16M 3.26% | 0.00 | 0.00 | 71.53K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 98.70K | SH | $3.67M 2.87% | 0.00 | 0.00 | 98.70K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 80.11K | SH | $2.82M 2.21% | 0.00 | 0.00 | 80.11K |
ISHARES TRSOLE | HDG MSCI EAFE | 68.57K | SH | $2.38M 1.87% | 0.00 | 0.00 | 68.57K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 21.79K | SH | $2.17M 1.70% | 0.00 | 0.00 | 21.79K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.44K | SH | $1.94M 1.52% | 0.00 | 0.00 | 11.44K |
VISA INCSOLE | COM CL A | 3.93K | SH | $1.24M 0.97% | 0.00 | 0.00 | 3.93K |
BROADCOM INCSOLE | COM | 5.34K | SH | $1.24M 0.97% | 0.00 | 0.00 | 5.34K |
EATON CORP PLCSOLE | SHS | 3.59K | SH | $1.19M 0.93% | 0.00 | 0.00 | 3.59K |
HOME DEPOT INCSOLE | COM | 2.94K | SH | $1.14M 0.89% | 0.00 | 0.00 | 2.94K |
KROGER COSOLE | COM | 18.31K | SH | $1.12M 0.88% | 0.00 | 0.00 | 18.31K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 4.93K | SH | $1.08M 0.85% | 0.00 | 0.00 | 4.93K |
ABBVIE INCSOLE | COM | 5.91K | SH | $1.05M 0.82% | 0.00 | 0.00 | 5.91K |
PROCTER AND GAMBLE COSOLE | COM | 6.16K | SH | $1.03M 0.81% | 0.00 | 0.00 | 6.16K |
LOWES COS INCSOLE | COM | 4.10K | SH | $1.01M 0.79% | 0.00 | 0.00 | 4.10K |
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