Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MRWM Advisors, LLC (CIK 1732949) reported $184.4M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($26.9M, 14.56%), SGOL ($14.6M, 7.94%), IVV ($13.4M, 7.29%), VTV ($9.4M, 5.11%), VXUS ($8.5M, 4.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $26.9M | 14.56% | 83,720 | Added |
| 2 | SGOL | ABERDEEN PHYSICAL GOLD SHARES ETF | $14.6M | 7.94% | 328,297 | Trimmed |
| 3 | IVV | ISHARES TR CORE S&P500 ETF | $13.4M | 7.29% | 20,587 | Added |
| 4 | VTV | VANGUARD VALUE ETF | $9.4M | 5.11% | 48,039 | Added |
| 5 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $8.5M | 4.61% | 110,205 | Added |
| 6 | SGOV | ISHARES TR 0-3 MNTH TREASRY | $8.5M | 4.60% | 84,246 | Added |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $7.6M | 4.12% | 188,998 | Added |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $7.1M | 3.83% | 10,860 | Trimmed |
| 9 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $6.8M | 3.67% | 220,794 | Trimmed |
| 10 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $6.2M | 3.38% | 82,505 | Trimmed |
| 11 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $6.1M | 3.30% | 57,501 | Trimmed |
| 12 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $5.9M | 3.20% | 64,423 | Added |
| 13 | AAPL | APPLE INCORPORATED | $5.5M | 2.99% | 21,741 | Trimmed |
| 14 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $5.2M | 2.81% | 178,174 | Trimmed |
| 15 | TIP | ISHARES TR TIPS BD ETF | $4.5M | 2.41% | 40,346 | Trimmed |
| 16 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $3.6M | 1.93% | 16,561 | Added |
| 17 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $3.4M | 1.82% | 57,273 | Added |
| 18 | CGDV | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | $1.6M | 0.89% | 38,474 | Trimmed |
| 19 | HEFA | ISHARES TR HDG MSCI EAFE | $1.5M | 0.82% | 35,783 | Trimmed |
| 20 | LRCX | LAM RESEARCH CORPORATION COM NEW | $1.3M | 0.72% | 6,254 | Trimmed |
| 21 | AVGO | BROADCOM INCORPORATED | $1.3M | 0.71% | 4,258 | Trimmed |
| 22 | ABBV | ABBVIE INCORPORATED | $1.3M | 0.69% | 5,872 | Trimmed |
| 23 | KR | KROGER COMPANY | $1.3M | 0.69% | 17,508 | Trimmed |
| 24 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $1.3M | 0.68% | 4,379 | Trimmed |
| 25 | IBM | INTERNATIONAL BUSINESS MACHINES | $1.2M | 0.65% | 4,962 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31