Filed: 4/21/2026ACC: 0001754960-26-000284
📋 What this filing means
MRWM ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $184.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$184.45M
Total AUM (reported)
2.01M
Total Shares
Allocation by class
COM$27.54M14.9%
TOTAL STK MKT$26.86M14.6%
PHYSCL GOLD SHS$14.65M7.9%
CORE S&P500 ETF$13.45M7.3%
SHS CREATION UNI$9.72M5.3%
VALUE ETF$9.43M5.1%
VG TL INTL STK F$8.50M4.6%
Portfolio Concentration
Top 3$54.95M29.8%
4–10$54.08M29.3%
11–25$44.89M24.3%
Rest$30.52M16.5%
Top 3 weight
29.8%
Top 10 weight
59.1%
Voting Authority Distribution
Total shares with voting rights: 2.01M
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
2.01M
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 TOTAL STOCK MARKET ETF
SOLEShares83.72K
TypeSH
Market value$26.86M
14.56%
Sole
0.00
Shared
0.00
None
83.72K
ABERDEEN PHYSICAL GOLD SHARES ETF
SOLEShares328.30K
TypeSH
Market value$14.65M
7.94%
Sole
0.00
Shared
0.00
None
328.30K
ISHARES TR CORE S&P500 ETF
SOLEShares20.59K
TypeSH
Market value$13.45M
7.29%
Sole
0.00
Shared
0.00
None
20.59K
VANGUARD VALUE ETF
SOLEShares48.04K
TypeSH
Market value$9.43M
5.11%
Sole
0.00
Shared
0.00
None
48.04K
VANGUARD TOTAL INTERNATIONAL STOCK ETF
SOLEShares110.20K
TypeSH
Market value$8.50M
4.61%
Sole
0.00
Shared
0.00
None
110.20K
ISHARES TR 0-3 MNTH TREASRY
SOLEShares84.25K
TypeSH
Market value$8.48M
4.60%
Sole
0.00
Shared
0.00
None
84.25K
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
SOLEShares189K
TypeSH
Market value$7.60M
4.12%
Sole
0.00
Shared
0.00
None
189K
STATE STREET SPDR S&P 500 ETF TRUST
SOLEShares10.86K
TypeSH
Market value$7.06M
3.83%
Sole
0.00
Shared
0.00
None
10.86K
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares220.79K
TypeSH
Market value$6.77M
3.67%
Sole
0.00
Shared
0.00
None
220.79K
VANGUARD 0-3 MONTH TREASURY BILL ETF
SOLEShares82.50K
TypeSH
Market value$6.24M
3.38%
Sole
0.00
Shared
0.00
None
82.50K
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
SOLEShares57.50K
TypeSH
Market value$6.10M
3.30%
Sole
0.00
Shared
0.00
None
57.50K
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
SOLEShares64.42K
TypeSH
Market value$5.90M
3.20%
Sole
0.00
Shared
0.00
None
64.42K
APPLE INCORPORATED
SOLEShares21.74K
TypeSH
Market value$5.52M
2.99%
Sole
0.00
Shared
0.00
None
21.74K
SCHWAB U.S. LARGE-CAP GROWTH ETF
SOLEShares178.17K
TypeSH
Market value$5.19M
2.81%
Sole
0.00
Shared
0.00
None
178.17K
ISHARES TR TIPS BD ETF
SOLEShares40.35K
TypeSH
Market value$4.45M
2.41%
Sole
0.00
Shared
0.00
None
40.35K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares16.56K
TypeSH
Market value$3.56M
1.93%
Sole
0.00
Shared
0.00
None
16.56K
VANGUARD SHORT-TERM TREASURY ETF
SOLEShares57.27K
TypeSH
Market value$3.35M
1.82%
Sole
0.00
Shared
0.00
None
57.27K
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
SOLEShares38.47K
TypeSH
Market value$1.64M
0.89%
Sole
0.00
Shared
0.00
None
38.47K
ISHARES TR HDG MSCI EAFE
SOLEShares35.78K
TypeSH
Market value$1.52M
0.82%
Sole
0.00
Shared
0.00
None
35.78K
LAM RESEARCH CORPORATION COM NEW
SOLEShares6.25K
TypeSH
Market value$1.34M
0.72%
Sole
0.00
Shared
0.00
None
6.25K
BROADCOM INCORPORATED
SOLEShares4.26K
TypeSH
Market value$1.32M
0.71%
Sole
0.00
Shared
0.00
None
4.26K
ABBVIE INCORPORATED
SOLEShares5.87K
TypeSH
Market value$1.28M
0.69%
Sole
0.00
Shared
0.00
None
5.87K
KROGER COMPANY
SOLEShares17.51K
TypeSH
Market value$1.27M
0.69%
Sole
0.00
Shared
0.00
None
17.51K
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares4.38K
TypeSH
Market value$1.26M
0.68%
Sole
0.00
Shared
0.00
None
4.38K
INTERNATIONAL BUSINESS MACHINES
SOLEShares4.96K
TypeSH
Market value$1.20M
0.65%
Sole
0.00
Shared
0.00
None
4.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | TOTAL STK MKT | 83.72K | SH | $26.86M 14.56% | 0.00 | 0.00 | 83.72K |
ABERDEEN PHYSICAL GOLD SHARES ETFSOLE | PHYSCL GOLD SHS | 328.30K | SH | $14.65M 7.94% | 0.00 | 0.00 | 328.30K |
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 20.59K | SH | $13.45M 7.29% | 0.00 | 0.00 | 20.59K |
VANGUARD VALUE ETFSOLE | VALUE ETF | 48.04K | SH | $9.43M 5.11% | 0.00 | 0.00 | 48.04K |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | VG TL INTL STK F | 110.20K | SH | $8.50M 4.61% | 0.00 | 0.00 | 110.20K |
ISHARES TR 0-3 MNTH TREASRYSOLE | 0-3 MNTH TREASRY | 84.25K | SH | $8.48M 4.60% | 0.00 | 0.00 | 84.25K |
CAPITAL GROUP GROWTH ETF SHS CREATION UNITSOLE | SHS CREATION UNI | 189K | SH | $7.60M 4.12% | 0.00 | 0.00 | 189K |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 10.86K | SH | $7.06M 3.83% | 0.00 | 0.00 | 10.86K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | US DIVIDEND EQ | 220.79K | SH | $6.77M 3.67% | 0.00 | 0.00 | 220.79K |
VANGUARD 0-3 MONTH TREASURY BILL ETFSOLE | 0-3 MO TREAS BIL | 82.50K | SH | $6.24M 3.38% | 0.00 | 0.00 | 82.50K |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFSOLE | S&P 500 DV ARIST | 57.50K | SH | $6.10M 3.30% | 0.00 | 0.00 | 57.50K |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | STATE STREET SPD | 64.42K | SH | $5.90M 3.20% | 0.00 | 0.00 | 64.42K |
APPLE INCORPORATEDSOLE | COM | 21.74K | SH | $5.52M 2.99% | 0.00 | 0.00 | 21.74K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | US LCAP GR ETF | 178.17K | SH | $5.19M 2.81% | 0.00 | 0.00 | 178.17K |
ISHARES TR TIPS BD ETFSOLE | TIPS BD ETF | 40.35K | SH | $4.45M 2.41% | 0.00 | 0.00 | 40.35K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 16.56K | SH | $3.56M 1.93% | 0.00 | 0.00 | 16.56K |
VANGUARD SHORT-TERM TREASURY ETFSOLE | SHORT TERM TREAS | 57.27K | SH | $3.35M 1.82% | 0.00 | 0.00 | 57.27K |
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNITSOLE | SHS CREATION UNI | 38.47K | SH | $1.64M 0.89% | 0.00 | 0.00 | 38.47K |
ISHARES TR HDG MSCI EAFESOLE | HDG MSCI EAFE | 35.78K | SH | $1.52M 0.82% | 0.00 | 0.00 | 35.78K |
LAM RESEARCH CORPORATION COM NEWSOLE | COM NEW | 6.25K | SH | $1.34M 0.72% | 0.00 | 0.00 | 6.25K |
BROADCOM INCORPORATEDSOLE | COM | 4.26K | SH | $1.32M 0.71% | 0.00 | 0.00 | 4.26K |
ABBVIE INCORPORATEDSOLE | COM | 5.87K | SH | $1.28M 0.69% | 0.00 | 0.00 | 5.87K |
KROGER COMPANYSOLE | COM | 17.51K | SH | $1.27M 0.69% | 0.00 | 0.00 | 17.51K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | CAP STK CL A | 4.38K | SH | $1.26M 0.68% | 0.00 | 0.00 | 4.38K |
INTERNATIONAL BUSINESS MACHINESSOLE | COM | 4.96K | SH | $1.20M 0.65% | 0.00 | 0.00 | 4.96K |
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