MRWM Advisors, LLC
All 13F Filings
- Location
- Nashville, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 243,306
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 80 | 243,306 | 13F-HR | MRWM Advisors, LLC |
| Q1 2026 | 4/20/2026 | 74 | 184,448 | 13F-HR | MRWM Advisors, LLC |
| Q4 2025 | 1/26/2026 | 76 | 186,334 | 13F-HR | MRWM Advisors, LLC |
| Q3 2025 | 10/28/2025 | 74 | 175,653 | 13F-HR | MRWM Advisors, LLC |
| Q2 2025 | 8/27/2025 | 72 | 159,839 | 13F-HR | Cypress Capital Advisors, LLC |
| Q1 2025 | 8/27/2025 | 74 | 143,878 | 13F-HR | Cypress Capital Advisors, LLC |
| Q4 2024 | 8/27/2025 | 61 | 127,754 | 13F-HR | Cypress Capital Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.41 K | 21.5% | 17.41 K | 0 | 17.41 K |
| ETFs | 190.9 K | 78.5% | 41.44 K | 0 | 41.44 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
243,306
Holdings
80
QoQ value change ($000)
58,858
(31.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.