MRWM Advisors, LLC holds a focused book of 80 stocks worth $243.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Ishares Govt MMKT ETF and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Ishares Govt MMKT ETF at 17% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1732949/holdings"
Use Arkolith to show MRWM Advisors, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +21.6%, a 6.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning MRWM Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as MRWM Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 79 / 80 | $153.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $138.1B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $15.8B |
| IFP Advisors, Inc | 79 / 80 | $1.2B |
| MORGAN STANLEY | 78 / 80 | $493.2B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $374.4B |
| UBS Group AG | 78 / 80 | $133.7B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $96.3B |
Ranked by how many of MRWM Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock ETF Trust ISHARES GOVT MON | $42.6M | 424.3K | 17.5% | ▲New New position | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $31.5M | 85.2K | 13.0% | ▲+1.7% Added · +1K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $15.6M | 20.8K | 6.4% | ▲+0.9% Added · +184 sh | |
| 4 | Etfs Gold TR PHYSCL GOLD SHS | $12.9M | 337.1K | 5.3% | ▲+2.7% Added · +9K sh | |
| 5 | Vanguard Index FDS VALUE ETF | $10.8M | 49.5K | 4.4% | ▲+3.0% Added · +1K sh | |
| 6 | Vanguard Star FDS VG TL INTL STK F | $9.6M | 112.4K | 3.9% | ▲+2.0% Added · +2K sh | |
| 7 | Capital Group Growth ETF SHS CREAT UNIT | $9.3M | 196.7K | 3.8% | ▲+4.0% Added · +8K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $8.3M | 11.1K | 3.4% | ▲+2.4% Added · +258 sh | |
| 9 | Ishares TR 0-3 MTH TREASURY | $8.0M | 79.8K | 3.3% | ▼−5.3% Reduced · −4K sh | |
| 10 | Schwab Strategic TR US DIVIDEND EQ | $7.1M | 224.5K | 2.9% | ▲+1.7% Added · +4K sh | |
| 11 | Proshares TR S&P 500 DV ARIST | $6.9M | 123.6K | 2.9% | ▲+115% Added · +66K sh | |
| 12 | Apple Inc COM | $6.2M | 21.6K | 2.6% | ▼−0.8% Reduced · −176 sh | |
| 13 | Schwab Strategic TR US LCAP GR ETF | $6.2M | 181.9K | 2.5% | ▲+2.1% Added · +4K sh | |
| 14 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $5.8M | 76.4K | 2.4% | ▼−7.3% Reduced · −6K sh | |
| 15 | SPDR Series Trust ST STR BLO 1 ETF | $5.7M | 62.1K | 2.3% | ▼−3.6% Reduced · −2K sh | |
| 16 | Ishares TR TIPS BD ETF | $4.3M | 39.0K | 1.8% | ▼−3.4% Reduced · −1K sh | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $4.2M | 17.6K | 1.7% | ▲+6.3% Added · +1K sh | |
| 18 | Vanguard Scottsdale FDS SHORT TERM TREAS | $3.2M | 55.3K | 1.3% | ▼−3.5% Reduced · −2K sh | |
| 19 | Capital Group Dividend Value SHS CREAT UNIT | $1.9M | 38.3K | 0.8% | ▼−0.3% Reduced · −133 sh | |
| 20 | Ishares TR HDG MSCI EAFE | $1.6M | 35.0K | 0.7% | ▼−2.3% Reduced · −812 sh | |
| 21 | Lam Research Corp COM NEW | $1.6M | 3.8K | 0.7% | ▼−40% Reduced · −2K sh | |
| 22 | Select Sector SPDR TR ST STR TECHN ETF | $1.5M | 8.1K | 0.6% | ▼−2.5% Reduced · −204 sh | |
| 23 | Alphabet Inc CAP STK CL A | $1.5M | 4.1K | 0.6% | ▼−5.5% Reduced · −243 sh | |
| 24 | Abbvie Inc COM | $1.4M | 5.6K | 0.6% | ▼−5.1% Reduced · −302 sh | |
| 25 | International Business Machs COM | $1.3M | 4.7K | 0.5% | ▼−5.4% Reduced · −269 sh | |
| 26 | Cisco Sys Inc COM | $1.3M | 11.2K | 0.5% | ▼−25% Reduced · −4K sh | |
| 27 | Broadcom Inc COM | $1.3M | 3.4K | 0.5% | ▼−20% Reduced · −856 sh | |
| 28 | Ishares Inc MSCI EMRG CHN | $1.3M | 12.4K | 0.5% | ▼−3.0% Reduced · −387 sh | |
| 29 | Eaton Corp PLC SHS | $1.2M | 2.9K | 0.5% | ▼−5.1% Reduced · −155 sh | |
| 30 | Visa Inc COM CL A | $1.1M | 3.2K | 0.4% | ▼−4.8% Reduced · −161 sh | |
| 31 | Merck & Co Inc COM | $1.1M | 8.4K | 0.4% | ▼−6.0% Reduced · −535 sh | |
| 32 | Amgen Inc COM | $1.1M | 3.0K | 0.4% | ▼−5.4% Reduced · −171 sh | |
| 33 | Ishares TR RUS 1000 VAL ETF | $979K | 4.0K | 0.4% | —Held | |
| 34 | Union Pac Corp COM | $968K | 3.6K | 0.4% | ▲New New position | |
| 35 | Home Depot Inc COM | $956K | 2.7K | 0.4% | ▼−4.8% Reduced · −138 sh | |
| 36 | Kroger Co COM | $923K | 16.6K | 0.4% | ▼−5.0% Reduced · −881 sh | |
| 37 | Select Sector SPDR TR ST STR FINL ETF | $892K | 16.6K | 0.4% | ▼−2.0% Reduced · −348 sh | |
| 38 | Lockheed Martin Corp COM | $867K | 1.7K | 0.4% | ▼−5.8% Reduced · −105 sh | |
| 39 | Bristol-Myers Squibb Co COM | $857K | 14.9K | 0.4% | ▼−3.0% Reduced · −461 sh | |
| 40 | McDonalds Corp COM | $840K | 3.1K | 0.3% | ▼−5.2% Reduced · −171 sh | |
| 41 | Starbucks Corp COM | $839K | 8.2K | 0.3% | ▼−5.8% Reduced · −507 sh | |
| 42 | Lowes Cos Inc COM | $836K | 3.8K | 0.3% | ▼−5.1% Reduced · −205 sh | |
| 43 | Procter & Gamble Co COM | $829K | 5.7K | 0.3% | ▼−6.7% Reduced · −406 sh | |
| 44 | Schwab Charles Corp COM | $807K | 8.7K | 0.3% | ▼−3.0% Reduced · −268 sh | |
| 45 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $776K | 1.1K | 0.3% | ▲+3.4% Added · +36 sh | |
| 46 | Medtronic PLC SHS | $750K | 9.6K | 0.3% | ▼−6.2% Reduced · −633 sh | |
| 47 | Exxon Mobil Corp COM | $721K | 5.3K | 0.3% | ▼−5.3% Reduced · −294 sh | |
| 48 | Qualcomm Inc COM | $712K | 3.9K | 0.3% | ▼−30% Reduced · −2K sh | |
| 49 | Netapp Inc COM | $696K | 4.5K | 0.3% | ▼−34% Reduced · −2K sh | |
| 50 | Ishares TR CORE 80 20 ETF | $671K | 6.9K | 0.3% | ▲~0% Added · +3 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 80 | $243.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 74 | $184.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 76 | $186.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 74 | $175.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 27, 2025 | 72 | $159.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 27, 2025 | 74 | $143.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Aug 27, 2025 | 61 | $127.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.