Arkolith/Funds/MPWM Advisory Solutions, LLC

MPWM Advisory Solutions, LLC

CIK 2056693
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

MPWM Advisory Solutions, LLC holds a focused book of 571 stocks worth $218.4M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Invesco S&P 500 Momentum ETF and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 17% of the equity book.

Opened
92
bought for the first time
Added to
129
already held, bought more
Trimmed
105
sold some, still holds it
Sold out
57
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
51%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

12% mapped to company sectors

ETF / fund or unclassified
88%
Information Technology
6%
Financials
2%
Consumer Discretionary
1%
Health Care
1%
Industrials
1%
Utilities
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as MPWM Advisory Solutions, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$458.6B
ROYAL BANK OF CANADA80 / 80$116.0B
LPL Financial LLC80 / 80$87.7B
RAYMOND JAMES FINANCIAL INC80 / 80$87.4B
ENVESTNET ASSET MANAGEMENT INC80 / 80$65.2B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$17.1B
OSAIC HOLDINGS, INC.80 / 80$16.9B
WELLS FARGO & COMPANY/MN79 / 80$130.6B

Ranked by how many of MPWM Advisory Solutions, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

571 positions
#SecurityValueShares% PortLast moveHistory
1State Street
MF Closed and MF Open
$36.5M48.9K
16.7%
−0.1%
Reduced · −45 sh
2State Street
MF Closed and MF Open
$20.3M223.8K
9.3%
+9.7%
Added · +20K sh
3Invesco QQQ
MF Closed and MF Open
$10.9M14.8K
5.0%
+12%
Added · +2K sh
4State Street
MF Closed and MF Open
$9.4M358.8K
4.3%
+49%
Added · +118K sh
5Ishares Russell
MF Closed and MF Open
$7.4M24.7K
3.4%
+6.4%
Added · +1K sh
6First Trust
MF Closed and MF Open
$6.2M158.7K
2.9%
+3.9%
Added · +6K sh
7Vaneck Clo
MF Closed and MF Open
$5.5M103.7K
2.5%
+13%
Added · +12K sh
8Invesco Nasdaq
MF Closed and MF Open
$5.3M17.7K
2.4%
−30%
Reduced · −8K sh
9Dimensional US
MF Closed and MF Open
$4.5M55.2K
2.1%
−2.4%
Reduced · −1K sh
10State Street
MF Closed and MF Open
$4.4M24.0K
2.0%
−16%
Reduced · −5K sh
11State Street
MF Closed and MF Open
$4.3M36.4K
2.0%
−5.7%
Reduced · −2K sh
12Invesco S&P
MF Closed and MF Open
$4.2M25.7K
1.9%
New
New position
13First Trust
MF Closed and MF Open
$3.8M87.7K
1.7%
+10%
Added · +8K sh
14Victoryshares US
MF Closed and MF Open
$3.8M48.4K
1.7%
−90%
Reduced · −439K sh
15Fundstrat Granny
MF Closed and MF Open
$3.7M134.4K
1.7%
201×
Added · +134K sh
16Ishares S&P
MF Closed and MF Open
$3.0M13.2K
1.4%
New
New position
17Ishares Msci
MF Closed and MF Open
$2.9M59.6K
1.3%
−8.4%
Reduced · −5K sh
18First Trust
MF Closed and MF Open
$2.9M32.4K
1.3%
+7.8%
Added · +2K sh
19Nvidia Corp
Common Stock
$2.8M14.0K
1.3%
+7.6%
Added · +991 sh
20Apple Inc
Common Stock
$2.7M9.5K
1.3%
+0.2%
Added · +23 sh
21Invesco S&P
MF Closed and MF Open
$2.7M44.5K
1.2%
New
New position
22Ishares Treasury
MF Closed and MF Open
$2.2M43.3K
1.0%
−2.0%
Reduced · −871 sh
23Vaneck Merk
MF Closed and MF Open
$1.9M50.2K
0.9%
+96%
Added · +25K sh
24Invesco Total
MF Closed and MF Open
$1.9M40.5K
0.9%
New
New position
25Amazon Com
Common Stock
$1.8M7.5K
0.8%
+24%
Added · +1K sh
26State Street
MF Closed and MF Open
$1.7M43.4K
0.8%
New
New position
27Pimco Ehnanced
MF Closed and MF Open
$1.7M16.8K
0.8%
−4.0%
Reduced · −709 sh
28Vanguard Mega
MF Closed and MF Open
$1.6M5.8K
0.7%
+7.3%
Added · +394 sh
29Ishares JPMorgan
MF Closed and MF Open
$1.5M15.9K
0.7%
+287%
Added · +12K sh
30Alphabet Inc
Common Stock
$1.3M3.6K
0.6%
−1.8%
Reduced · −65 sh
31BlackRock Enhanced
MF Closed and MF Open
$1.2M45.3K
0.5%
+381%
Added · +36K sh
32Vanguard Mid
MF Closed and MF Open
$1.1M14.0K
0.5%
+294%
Added · +10K sh
33Pgim Ultra
MF Closed and MF Open
$1.1M22.6K
0.5%
−7.7%
Reduced · −2K sh
34Dimensional Intl
MF Closed and MF Open
$1.1M20.7K
0.5%
+5.4%
Added · +1K sh
35Schwab Short
MF Closed and MF Open
$1.1M45.2K
0.5%
−12%
Reduced · −6K sh
36BlackRock Muniassets
MF Closed and MF Open
$1.1M97.1K
0.5%
−4.5%
Reduced · −5K sh
37Vanguard Total
MF Closed and MF Open
$1.1M2.9K
0.5%
−21%
Reduced · −751 sh
38State Street
MF Closed and MF Open
$1.1M5.5K
0.5%
+129%
Added · +3K sh
39TCW Flexible
MF Closed and MF Open
$1.0M26.2K
0.5%
New
New position
40Alphabet Inc
Common Stock
$1.0M2.8K
0.5%
+9.3%
Added · +240 sh
41Alerian MLP
MF Closed and MF Open
$1.0M19.3K
0.5%
+6.3%
Added · +1K sh
42First Trust
MF Closed and MF Open
$1.0M5.2K
0.5%
+1.0%
Added · +53 sh
43First Trust
MF Closed and MF Open
$938K9.7K
0.4%
+1.9%
Added · +183 sh
44Vanguard S&P
MF Closed and MF Open
$875K1.3K
0.4%
+43%
Added · +383 sh
45Vaneck PFD
MF Closed and MF Open
$870K48.8K
0.4%
+3.1%
Added · +1K sh
46Vanguard Small
MF Closed and MF Open
$809K2.7K
0.4%
−11%
Reduced · −337 sh
47Ishares Core
MF Closed and MF Open
$790K8.0K
0.4%
+115%
Added · +4K sh
48West Pharmaceutical
Common Stock
$745K2.1K
0.3%
Held
49Visa Inc
Common Stock
$737K2.1K
0.3%
−3.5%
Reduced · −79 sh
50Dimensional US
MF Closed and MF Open
$713K16.1K
0.3%
−5.2%
Reduced · −875 sh
Showing 50 of 571 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026571$218.4M13F-HR
Q1 2026Feb 17, 2026Feb 17, 2026537$179.5M13F-HR
Q4 2025Nov 14, 2025Nov 14, 2025534$168.2M13F-HR
Amended / restated
  • Q2 2026 · filed May 13, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.