MW ADVISORY, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 252,000
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 152 | 252,000 | 13F-HR | MW ADVISORY, LLC |
| Q2 2026 | 8/7/2026 | 139 | 250,260 | 13F-HR | MW ADVISORY, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 181.6 K | 72.1% | 1.489 K | 0 | 1.489 K |
| ETFs | 70.36 K | 27.9% | 251 | 0 | 251 |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
252,000
Holdings
152
QoQ value change ($000)
1,740
(0.7%)
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.