MW Advisory, LLC holds a focused book of 139 stocks worth $250.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). Their largest long position is Coca-Cola Co at 25% of the equity book.
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.
72% 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.
Other tracked managers holding the same core names as MW Advisory, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $690.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $192.6B |
| UBS Group AG | 80 / 80 | $188.5B |
| BlackRock, Inc. | 79 / 80 | $2.6T |
| FMR LLC | 79 / 80 | $949.7B |
| JPMORGAN CHASE & CO | 79 / 80 | $627.2B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $514.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 79 / 80 | $247.3B |
Ranked by how many of MW Advisory, 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 | Coca Cola Co COM | $62.2M | 765.2K | 24.8% | ▲New New position | |
| 2 | Invesco Exch TRD SLF Idx FD RUSL 1000 DYNM | $16.6M | 241.5K | 6.6% | ▲New New position | |
| 3 | Janus International Group In COMMON STOCK | $12.1M | 2.18M | 4.8% | ▲New New position | |
| 4 | Nvidia Corporation COM | $10.8M | 53.9K | 4.3% | ▲New New position | |
| 5 | Ishares TR CORE S&P500 ETF | $8.6M | 11.4K | 3.4% | ▲New New position | |
| 6 | Apple Inc COM | $7.9M | 27.4K | 3.2% | ▲New New position | |
| 7 | Microsoft Corp COM | $7.9M | 21.1K | 3.1% | ▲New New position | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $7.5M | 10.9K | 3.0% | ▲New New position | |
| 9 | Alphabet Inc CAP STK CL A | $4.1M | 11.5K | 1.6% | ▲New New position | |
| 10 | Alphabet Inc CAP STK CL C | $3.9M | 11.1K | 1.6% | ▲New New position | |
| 11 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.9M | 8.1K | 1.5% | ▲New New position | |
| 12 | Amazon Com Inc COM | $3.6M | 15.1K | 1.4% | ▲New New position | |
| 13 | State STR SPDR S&P 500 ETF T TR UNIT | $3.6M | 4.8K | 1.4% | ▲New New position | |
| 14 | Vanguard Index FDS VALUE ETF | $3.1M | 14.4K | 1.3% | ▲New New position | |
| 15 | Eli Lilly & Co COM | $3.0M | 2.5K | 1.2% | ▲New New position | |
| 16 | Broadcom Inc COM | $2.9M | 7.6K | 1.2% | ▲New New position | |
| 17 | Meta Platforms Inc CL A | $2.8M | 4.9K | 1.1% | ▲New New position | |
| 18 | Morgan Stanley COM NEW | $2.2M | 10.6K | 0.9% | ▲New New position | |
| 19 | Ishares Inc MSCI EMRG CHN | $2.1M | 21.0K | 0.9% | ▲New New position | |
| 20 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.2K | 0.8% | ▲New New position | |
| 21 | Ishares TR CORE US AGGBD ET | $2.1M | 21.2K | 0.8% | ▲New New position | |
| 22 | Vanguard Index FDS GROWTH ETF | $2.1M | 24.3K | 0.8% | ▲New New position | |
| 23 | American Centy ETF TR US SML CP VALU | $2.0M | 15.8K | 0.8% | ▲New New position | |
| 24 | Vanguard Whitehall FDS HIGH DIV YLD | $1.8M | 11.5K | 0.7% | ▲New New position | |
| 25 | Tesla Inc COM | $1.8M | 4.2K | 0.7% | ▲New New position | |
| 26 | Visa Inc COM CL A | $1.8M | 5.2K | 0.7% | ▲New New position | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $1.7M | 4.6K | 0.7% | ▲New New position | |
| 28 | Pimco ETF TR MULTISECTOR BD | $1.7M | 63.6K | 0.7% | ▲New New position | |
| 29 | Ishares TR MSC GLO FAC ETF | $1.7M | 53.2K | 0.7% | ▲New New position | |
| 30 | Ishares TR RUS 1000 GRW ETF | $1.6M | 12.7K | 0.6% | ▲New New position | |
| 31 | Ishares TR 0-3 MTH TREASURY | $1.5M | 15.2K | 0.6% | ▲New New position | |
| 32 | Ishares TR CORE MSCI EAFE | $1.5M | 15.8K | 0.6% | ▲New New position | |
| 33 | Costco Wholesale Corporation COM | $1.5M | 1.6K | 0.6% | ▲New New position | |
| 34 | Ishares TR CORE S&P MCP ETF | $1.5M | 19.4K | 0.6% | ▲New New position | |
| 35 | Applied Matls Inc COM | $1.5M | 2.0K | 0.6% | ▲New New position | |
| 36 | Micron Technology Inc COM | $1.4M | 1.2K | 0.6% | ▲New New position | |
| 37 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.4M | 4.7K | 0.6% | ▲New New position | |
| 38 | Lam Research Corp COM NEW | $1.4M | 3.2K | 0.6% | ▲New New position | |
| 39 | Advanced Micro Devices Inc COM | $1.4M | 2.4K | 0.6% | ▲New New position | |
| 40 | ASML Hldg NV N Y REGISTRY SHS | $1.4M | 691 | 0.5% | ▲New New position | |
| 41 | Home Depot Inc COM | $1.4M | 3.8K | 0.5% | ▲New New position | |
| 42 | Sandisk Corp COM | $1.3M | 590 | 0.5% | ▲New New position | |
| 43 | Walmart Inc COM | $1.3M | 11.6K | 0.5% | ▲New New position | |
| 44 | Vanguard Specialized Funds DIV APP ETF | $1.3M | 5.5K | 0.5% | ▲New New position | |
| 45 | Western Digital Corp COM | $1.2M | 1.9K | 0.5% | ▲New New position | |
| 46 | Johnson & Johnson COM | $1.1M | 4.5K | 0.5% | ▲New New position | |
| 47 | Amgen Inc COM | $1.1M | 2.9K | 0.4% | ▲New New position | |
| 48 | Abbvie Inc COM | $1.0M | 4.2K | 0.4% | ▲New New position | |
| 49 | Ishares Inc CORE MSCI EMKT | $989K | 11.9K | 0.4% | ▲New New position | |
| 50 | Aflac Inc COM | $843K | 7.2K | 0.3% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2149104/holdings"
Use Arkolith to show MW ADVISORY, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 139 | $250.3M | 13F-HR |
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.