Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MPWM ADVISORY SOLUTIONS, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: MPWM ADVISORY SOLUTIONS, LLC 13F Holdings (2026-03-31)
Creator: ko.io

MPWM ADVISORY SOLUTIONS, LLC (CIK 2056693) reported $188.8M across 572 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($32.3M, 17.11%), SPTM ($16.5M, 8.74%), SPTL ($9.1M, 4.84%), QQQ ($8.7M, 4.61%), IWM ($5.8M, 3.09%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	SPY	STATE STREET	$32.3M	17.11%	49,651	Added
2	SPTM	STATE STREET	$16.5M	8.74%	208,592	Added
3	SPTL	STATE STREET	$9.1M	4.84%	347,157	Added
4	QQQ	INVESCO QQQ	$8.7M	4.61%	15,081	Added
5	IWM	ISHARES RUSSELL	$5.8M	3.09%	23,492	Added
6	CLOI	VANECK CLO	$5.2M	2.77%	99,257	Added
7	BUFQ	FIRST TRUST	$5.1M	2.73%	145,752	Trimmed
8	QQQM	INVESCO NASDAQ	$3.9M	2.09%	16,580	Trimmed
9	DFUS	DIMENSIONAL US	$3.9M	2.09%	55,624	Trimmed
10	SPYG	STATE STREET	$3.8M	1.99%	38,365	Trimmed
11	CDL	VICTORYSHARES US	$3.7M	1.97%	49,838	Trimmed
12	SPMO	INVESCO S&P	$3.5M	1.86%	31,306	New
13	SDVY	FIRST TRUST	$3.5M	1.85%	88,388	Added
14	XLI	STATE STREET	$3.4M	1.80%	21,029	Trimmed
15	GRNY	FUNDSTRAT GRANNY	$3.0M	1.58%	124,587	Added
16	INDA	ISHARES MSCI	$2.7M	1.44%	57,931	Trimmed
17	IVE	ISHARES S&P	$2.6M	1.37%	12,218	New
18	NVDA	NVIDIA CORP	$2.4M	1.29%	13,999	Added
19	AAPL	APPLE INC	$2.4M	1.28%	9,484	Added
20	IDMO	INVESCO S&P	$2.2M	1.15%	39,455	New
21	TFLO	ISHARES TREASURY	$2.0M	1.06%	39,613	Trimmed
22	CIBR	FIRST TRUST	$1.8M	0.98%	29,508	Trimmed
23	MINT	PIMCO EHNANCED	$1.8M	0.93%	17,465	Trimmed
24	GTO	INVESCO TOTAL	$1.7M	0.87%	35,247	New
25	MGC	VANGUARD MEGA	$1.4M	0.73%	5,834	Added

Source: SEC Form 13F filings · as of 2026-03-31