MRWM Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Nashville, TN
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$186,334
Net value change ($000)
+10,681 (6.1%)
New positions
4
Sold out positions
2
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NOBL 5,186 200.5%
VIG 3,171 NEW
VTV 2,929 83.4%
VTI 1,865 7.3%
BIL 1,453 35.9%
CGGR 896 12.6%
SGOL 892 6.8%
SGOV 819 NEW
VBIL 485 7.6%
SCHW 351 62.6%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -1,859 -23.4%
VXUS -1,458 -15.2%
SCHG -870 -13.0%
IVV -804 -5.4%
VGSH -779 -21.9%
GIS -459 -61.0%
CMCSA -437 -63.1%
SBUX -436 -55.3%
BMY -396 -51.6%
CL -334 -58.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type