MPWM ADVISORY SOLUTIONS, LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 218,391
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- 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 | 8/13/2026 | 571 | 218,391 | 13F-HR | MPWM ADVISORY SOLUTIONS, LLC |
| Q1 2026 | 5/13/2026 | 577 | 188,755 | 13F-HR | MPWM ADVISORY SOLUTIONS, LLC |
| Q4 2025 | 2/17/2026 | 537 | 179,527 | 13F-HR | MPWM ADVISORY SOLUTIONS, LLC |
| Q3 2025 | 11/14/2025 | 534 | 168,176 | 13F-HR | MPWM ADVISORY SOLUTIONS, LLC |
| Q2 2025 | 8/14/2025 | 532 | 158,054 | 13F-HR | MPWM ADVISORY SOLUTIONS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 132.7 K | 60.7% | 18.08 K | 0 | 18.08 K |
| ETFs | 85.74 K | 39.3% | 11.55 K | 0 | 11.55 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
218,391
Holdings
571
QoQ value change ($000)
29,636
(15.7%)
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.