Data as of Q4 2025 (Dec 31, 2025)

MRWM Advisors, LLC

•CIK: 1732949•Filing: Q4 2025

MRWM Advisors, LLC manages $186M across a portfolio of 76 distinct positions. The fund exhibits a significant allocation to broad U.S. market exposure, with VTI anchoring the top holdings at $27.6M. Notable concentrations include IVV ($14.1M) and SGOL ($14.0M), suggesting a tactical focus on core indices and specific sector opportunities. The remaining top holdings, such as SPY ($10.1M) and VXUS ($8.1M), further underscore a diversified, large-cap equity mandate.

Total AUM
$186.3M
QoQ Performance
+6.1%
Positions
57
Top 10 Concentration
58.8%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
IVV
SGOL
SPY
VTI14.8%
IVV7.6%
SGOL7.5%
SPY5.4%
VXUS4.4%
CGGR4.3%
NOBL4.2%
VBIL3.7%

📈 Biggest Buys

NOBL
PROSHARES TR
+197.7%
4.2% of portfolio
VIG
VANGUARD SPECIALIZED FUNDS
NEW
1.7% of portfolio
VTV
VANGUARD INDEX FDS
+79.0%
3.5% of portfolio
BIL
SPDR SERIES TRUST
+36.5%
3.0% of portfolio
VTI
VANGUARD INDEX FDS
+5.0%
14.8% of portfolio

📉 Biggest Sells

SCHD
SCHWAB STRATEGIC TR
-23.8%
3.3% of portfolio
VXUS
VANGUARD STAR FDS
-17.5%
4.4% of portfolio
IVV
ISHARES TR
-7.6%
7.6% of portfolio
SCHG
SCHWAB STRATEGIC TR
-14.9%
3.1% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
-21.7%
1.5% of portfolio

Sector Breakdown

Other70.8%
ETF13.1%
Technology8.4%
Healthcare2.6%
Consumer2.3%
Financial1.1%
Consumer Staples0.6%
Industrial0.5%

🚪 Exited Positionssold since Q3 2025

IUSG
ISHARES TR
SOLD
$219.3K
BIV
VANGUARD BD INDEX FDS
SOLD
$205.9K

Changes from Q3 2025

NEW4 new positions
↑23 increased
↓39 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025

📌 Top Holdings

VTI14.8%
VANGUARD INDEX FDS
$27.6M
IVV7.6%
ISHARES TR
$14.1M
SGOL7.5%
ETFS GOLD TR
$14.0M
SPY5.4%
SPDR S&P 500 ETF TR
$10.1M
VXUS4.4%
VANGUARD STAR FDS
$8.1M

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