Filed: 1/26/2026ACC: 0001754960-26-000115
📋 What this filing means
MRWM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $186.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$186.33M
Total AUM (reported)
2.06M
Total Shares
Allocation by class
TOTAL STK MKT$27.56M14.8%
COM$27.05M14.5%
CORE S&P500 ETF$14.09M7.6%
PHYSCL GOLD SHS$13.98M7.5%
SHS CREATION UNI$10.23M5.5%
TR UNIT$10.12M5.4%
VG TL INTL STK F$8.11M4.4%
Portfolio Concentration
Top 3$55.62M29.9%
4–10$53.94M29.0%
11–25$46.27M24.8%
Rest$30.50M16.4%
Top 3 weight
29.9%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 2.06M
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
2.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings76
Rows:
VANGUARD INDEX FDS
SOLEShares82.19K
TypeSH
Market value$27.56M
14.79%
Sole
0.00
Shared
0.00
None
82.19K
ISHARES TR
SOLEShares20.57K
TypeSH
Market value$14.09M
7.56%
Sole
0.00
Shared
0.00
None
20.57K
ETFS GOLD TR
SOLEShares340.35K
TypeSH
Market value$13.98M
7.50%
Sole
0.00
Shared
0.00
None
340.35K
SPDR S&P 500 ETF TR
SOLEShares14.84K
TypeSH
Market value$10.12M
5.43%
Sole
0.00
Shared
0.00
None
14.84K
VANGUARD STAR FDS
SOLEShares107.49K
TypeSH
Market value$8.11M
4.35%
Sole
0.00
Shared
0.00
None
107.49K
CAPITAL GROUP GROWTH ETF
SOLEShares179.86K
TypeSH
Market value$8.00M
4.29%
Sole
0.00
Shared
0.00
None
179.86K
PROSHARES TR
SOLEShares74.68K
TypeSH
Market value$7.77M
4.17%
Sole
0.00
Shared
0.00
None
74.68K
VANGUARD INSTL INDEX FD
SOLEShares91.12K
TypeSH
Market value$6.87M
3.69%
Sole
0.00
Shared
0.00
None
91.12K
WISDOMTREE TR
SOLEShares131.80K
TypeSH
Market value$6.63M
3.56%
Sole
0.00
Shared
0.00
None
131.80K
VANGUARD INDEX FDS
SOLEShares33.73K
TypeSH
Market value$6.44M
3.46%
Sole
0.00
Shared
0.00
None
33.73K
SCHWAB STRATEGIC TR
SOLEShares221.35K
TypeSH
Market value$6.07M
3.26%
Sole
0.00
Shared
0.00
None
221.35K
APPLE INC
SOLEShares22.10K
TypeSH
Market value$6.01M
3.22%
Sole
0.00
Shared
0.00
None
22.10K
SCHWAB STRATEGIC TR
SOLEShares178.82K
TypeSH
Market value$5.83M
3.13%
Sole
0.00
Shared
0.00
None
178.82K
SPDR SERIES TRUST
SOLEShares60.17K
TypeSH
Market value$5.50M
2.95%
Sole
0.00
Shared
0.00
None
60.17K
ISHARES TR
SOLEShares42.58K
TypeSH
Market value$4.68M
2.51%
Sole
0.00
Shared
0.00
None
42.58K
VANGUARD SPECIALIZED FUNDS
SOLEShares14.43K
TypeSH
Market value$3.17M
1.70%
Sole
0.00
Shared
0.00
None
14.43K
VANGUARD SCOTTSDALE FDS
SOLEShares47.35K
TypeSH
Market value$2.78M
1.49%
Sole
0.00
Shared
0.00
None
47.35K
ISHARES TR
SOLEShares37.42K
TypeSH
Market value$1.89M
1.01%
Sole
0.00
Shared
0.00
None
37.42K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares40.12K
TypeSH
Market value$1.75M
0.94%
Sole
0.00
Shared
0.00
None
40.12K
ISHARES TR
SOLEShares36.97K
TypeSH
Market value$1.53M
0.82%
Sole
0.00
Shared
0.00
None
36.97K
BROADCOM INC
SOLEShares4.34K
TypeSH
Market value$1.50M
0.81%
Sole
0.00
Shared
0.00
None
4.34K
INTERNATIONAL BUSINESS MACHS
SOLEShares5K
TypeSH
Market value$1.48M
0.79%
Sole
0.00
Shared
0.00
None
5K
ALPHABET INC
SOLEShares4.59K
TypeSH
Market value$1.44M
0.77%
Sole
0.00
Shared
0.00
None
4.59K
ABBVIE INC
SOLEShares5.97K
TypeSH
Market value$1.36M
0.73%
Sole
0.00
Shared
0.00
None
5.97K
SELECT SECTOR SPDR TR
SOLEShares8.85K
TypeSH
Market value$1.27M
0.68%
Sole
0.00
Shared
0.00
None
8.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 82.19K | SH | $27.56M 14.79% | 0.00 | 0.00 | 82.19K |
ISHARES TRSOLE | CORE S&P500 ETF | 20.57K | SH | $14.09M 7.56% | 0.00 | 0.00 | 20.57K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 340.35K | SH | $13.98M 7.50% | 0.00 | 0.00 | 340.35K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 14.84K | SH | $10.12M 5.43% | 0.00 | 0.00 | 14.84K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 107.49K | SH | $8.11M 4.35% | 0.00 | 0.00 | 107.49K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 179.86K | SH | $8.00M 4.29% | 0.00 | 0.00 | 179.86K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 74.68K | SH | $7.77M 4.17% | 0.00 | 0.00 | 74.68K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 91.12K | SH | $6.87M 3.69% | 0.00 | 0.00 | 91.12K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 131.80K | SH | $6.63M 3.56% | 0.00 | 0.00 | 131.80K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 33.73K | SH | $6.44M 3.46% | 0.00 | 0.00 | 33.73K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 221.35K | SH | $6.07M 3.26% | 0.00 | 0.00 | 221.35K |
APPLE INCSOLE | COM | 22.10K | SH | $6.01M 3.22% | 0.00 | 0.00 | 22.10K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 178.82K | SH | $5.83M 3.13% | 0.00 | 0.00 | 178.82K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 60.17K | SH | $5.50M 2.95% | 0.00 | 0.00 | 60.17K |
ISHARES TRSOLE | TIPS BD ETF | 42.58K | SH | $4.68M 2.51% | 0.00 | 0.00 | 42.58K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 14.43K | SH | $3.17M 1.70% | 0.00 | 0.00 | 14.43K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 47.35K | SH | $2.78M 1.49% | 0.00 | 0.00 | 47.35K |
ISHARES TRSOLE | TRS FLT RT BD | 37.42K | SH | $1.89M 1.01% | 0.00 | 0.00 | 37.42K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 40.12K | SH | $1.75M 0.94% | 0.00 | 0.00 | 40.12K |
ISHARES TRSOLE | HDG MSCI EAFE | 36.97K | SH | $1.53M 0.82% | 0.00 | 0.00 | 36.97K |
BROADCOM INCSOLE | COM | 4.34K | SH | $1.50M 0.81% | 0.00 | 0.00 | 4.34K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 5K | SH | $1.48M 0.79% | 0.00 | 0.00 | 5K |
ALPHABET INCSOLE | CAP STK CL A | 4.59K | SH | $1.44M 0.77% | 0.00 | 0.00 | 4.59K |
ABBVIE INCSOLE | COM | 5.97K | SH | $1.36M 0.73% | 0.00 | 0.00 | 5.97K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 8.85K | SH | $1.27M 0.68% | 0.00 | 0.00 | 8.85K |
Page 1 of 4