MRWM Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Nashville, TN
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$184,448
Net value change ($000)
-1,886 (-1.0%)
New positions
3
Sold out positions
5
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SGOV 7,661 935.4%
VTV 2,982 46.3%
EMXC 1,009 NEW
SCHD 702 11.6%
SGOL 668 4.8%
VGSH 572 20.6%
BMY 559 150.7%
SBUX 428 121.2%
BIL 406 7.4%
VIG 391 12.3%
Top Reduces (Value $000, Stocks/ETFs)
USFR -6,209 -93.6%
SPY -3,054 -30.2%
TFLO -1,888 -100.0%
NOBL -1,676 -21.6%
VTI -698 -2.5%
SCHG -643 -11.0%
IVV -639 -4.5%
VBIL -631 -9.2%
AMZN -507 -100.0%
AAPL -491 -8.2%
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