Filed: 10/28/2025ACC: 0001754960-25-000717
📋 What this filing means
MRWM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $175.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$175.65M
Total AUM (reported)
2.11M
Total Shares
Allocation by class
COM$28.09M16.0%
TOTAL STK MKT$25.69M14.6%
CORE S&P500 ETF$14.89M8.5%
PHYSCL GOLD SHS$13.09M7.5%
TR UNIT$10.09M5.7%
VG TL INTL STK F$9.57M5.4%
SHS CREATION UNI$9.30M5.3%
Portfolio Concentration
Top 3$53.67M30.6%
4–10$54.41M31.0%
11–25$37.47M21.3%
Rest$30.10M17.1%
Top 3 weight
30.6%
Top 10 weight
61.5%
Voting Authority Distribution
Total shares with voting rights: 2.11M
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
2.11M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings74
Rows:
VANGUARD INDEX FDS
SOLEShares78.29K
TypeSH
Market value$25.69M
14.63%
Sole
0.00
Shared
0.00
None
78.29K
ISHARES TR
SOLEShares22.25K
TypeSH
Market value$14.89M
8.48%
Sole
0.00
Shared
0.00
None
22.25K
ETFS GOLD TR
SOLEShares355.59K
TypeSH
Market value$13.09M
7.45%
Sole
0.00
Shared
0.00
None
355.59K
SPDR S&P 500 ETF TR
SOLEShares15.15K
TypeSH
Market value$10.09M
5.75%
Sole
0.00
Shared
0.00
None
15.15K
VANGUARD STAR FDS
SOLEShares130.23K
TypeSH
Market value$9.57M
5.45%
Sole
0.00
Shared
0.00
None
130.23K
SCHWAB STRATEGIC TR
SOLEShares290.51K
TypeSH
Market value$7.93M
4.52%
Sole
0.00
Shared
0.00
None
290.51K
CAPITAL GROUP GROWTH ETF
SOLEShares161.70K
TypeSH
Market value$7.10M
4.04%
Sole
0.00
Shared
0.00
None
161.70K
SCHWAB STRATEGIC TR
SOLEShares210.05K
TypeSH
Market value$6.70M
3.82%
Sole
0.00
Shared
0.00
None
210.05K
WISDOMTREE TR
SOLEShares131.88K
TypeSH
Market value$6.63M
3.77%
Sole
0.00
Shared
0.00
None
131.88K
VANGUARD INSTL INDEX FD
SOLEShares84.48K
TypeSH
Market value$6.39M
3.64%
Sole
0.00
Shared
0.00
None
84.48K
APPLE INC
SOLEShares23.57K
TypeSH
Market value$6.00M
3.42%
Sole
0.00
Shared
0.00
None
23.57K
ISHARES TR
SOLEShares42.33K
TypeSH
Market value$4.71M
2.68%
Sole
0.00
Shared
0.00
None
42.33K
SPDR SERIES TRUST
SOLEShares44.09K
TypeSH
Market value$4.05M
2.30%
Sole
0.00
Shared
0.00
None
44.09K
VANGUARD SCOTTSDALE FDS
SOLEShares60.49K
TypeSH
Market value$3.56M
2.03%
Sole
0.00
Shared
0.00
None
60.49K
VANGUARD INDEX FDS
SOLEShares18.84K
TypeSH
Market value$3.51M
2.00%
Sole
0.00
Shared
0.00
None
18.84K
PROSHARES TR
SOLEShares25.09K
TypeSH
Market value$2.59M
1.47%
Sole
0.00
Shared
0.00
None
25.09K
ISHARES TR
SOLEShares37.29K
TypeSH
Market value$1.89M
1.07%
Sole
0.00
Shared
0.00
None
37.29K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares40.87K
TypeSH
Market value$1.72M
0.98%
Sole
0.00
Shared
0.00
None
40.87K
ISHARES TR
SOLEShares36.71K
TypeSH
Market value$1.45M
0.83%
Sole
0.00
Shared
0.00
None
36.71K
BROADCOM INC
SOLEShares4.37K
TypeSH
Market value$1.44M
0.82%
Sole
0.00
Shared
0.00
None
4.37K
INTERNATIONAL BUSINESS MACHS
SOLEShares5.01K
TypeSH
Market value$1.41M
0.80%
Sole
0.00
Shared
0.00
None
5.01K
ABBVIE INC
SOLEShares6K
TypeSH
Market value$1.39M
0.79%
Sole
0.00
Shared
0.00
None
6K
ALPHABET INC
SOLEShares5.28K
TypeSH
Market value$1.28M
0.73%
Sole
0.00
Shared
0.00
None
5.28K
SELECT SECTOR SPDR TR
SOLEShares4.43K
TypeSH
Market value$1.25M
0.71%
Sole
0.00
Shared
0.00
None
4.43K
HOME DEPOT INC
SOLEShares3K
TypeSH
Market value$1.22M
0.69%
Sole
0.00
Shared
0.00
None
3K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 78.29K | SH | $25.69M 14.63% | 0.00 | 0.00 | 78.29K |
ISHARES TRSOLE | CORE S&P500 ETF | 22.25K | SH | $14.89M 8.48% | 0.00 | 0.00 | 22.25K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 355.59K | SH | $13.09M 7.45% | 0.00 | 0.00 | 355.59K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 15.15K | SH | $10.09M 5.75% | 0.00 | 0.00 | 15.15K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 130.23K | SH | $9.57M 5.45% | 0.00 | 0.00 | 130.23K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 290.51K | SH | $7.93M 4.52% | 0.00 | 0.00 | 290.51K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 161.70K | SH | $7.10M 4.04% | 0.00 | 0.00 | 161.70K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 210.05K | SH | $6.70M 3.82% | 0.00 | 0.00 | 210.05K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 131.88K | SH | $6.63M 3.77% | 0.00 | 0.00 | 131.88K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 84.48K | SH | $6.39M 3.64% | 0.00 | 0.00 | 84.48K |
APPLE INCSOLE | COM | 23.57K | SH | $6.00M 3.42% | 0.00 | 0.00 | 23.57K |
ISHARES TRSOLE | TIPS BD ETF | 42.33K | SH | $4.71M 2.68% | 0.00 | 0.00 | 42.33K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 44.09K | SH | $4.05M 2.30% | 0.00 | 0.00 | 44.09K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 60.49K | SH | $3.56M 2.03% | 0.00 | 0.00 | 60.49K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 18.84K | SH | $3.51M 2.00% | 0.00 | 0.00 | 18.84K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 25.09K | SH | $2.59M 1.47% | 0.00 | 0.00 | 25.09K |
ISHARES TRSOLE | TRS FLT RT BD | 37.29K | SH | $1.89M 1.07% | 0.00 | 0.00 | 37.29K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 40.87K | SH | $1.72M 0.98% | 0.00 | 0.00 | 40.87K |
ISHARES TRSOLE | HDG MSCI EAFE | 36.71K | SH | $1.45M 0.83% | 0.00 | 0.00 | 36.71K |
BROADCOM INCSOLE | COM | 4.37K | SH | $1.44M 0.82% | 0.00 | 0.00 | 4.37K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 5.01K | SH | $1.41M 0.80% | 0.00 | 0.00 | 5.01K |
ABBVIE INCSOLE | COM | 6K | SH | $1.39M 0.79% | 0.00 | 0.00 | 6K |
ALPHABET INCSOLE | CAP STK CL A | 5.28K | SH | $1.28M 0.73% | 0.00 | 0.00 | 5.28K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 4.43K | SH | $1.25M 0.71% | 0.00 | 0.00 | 4.43K |
HOME DEPOT INCSOLE | COM | 3K | SH | $1.22M 0.69% | 0.00 | 0.00 | 3K |
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