MRWM Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), MRWM Advisors, LLC reported 80 stock positions worth $243.3 million. Its top holding was iShares Govt MMKT ETF (GMMF) at 17.5% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 13.0%) and iShares Core S&P 500 ETF (IVV, 6.4%). Compared with Q1 2026, it opened 8 new positions, sold out of 2, added to 19 and reduced 45. The biggest buy was a new position in iShares Govt MMKT ETF (GMMF) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- NASHVILLE, TN
- CIK
- 0001732949
- Portfolio Value
- $243.3M (Q2 2026)
- SEC Filing
- 0001754960-26-000660 ↗ filed Jul 29, 2026
Holdings Value
Holdings 80 stocks · $243.3M
| GMMF iShares Govt MMKT ETF | 17.50% | 424,326 | $42.6M | New |
| VTI VG Morningstar TS MKT ETF-US | 12.95% | 85,151 | $31.5M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 6.39% | 20,771 | $15.6M | Add +0.9% |
| SGOL Abrdn Physical Gold Shares | 5.30% | 337,082 | $12.9M | Add +2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.43% | 49,467 | $10.8M | Add +3.0% |
| VXUS Vanguard Total Intl Stock | 3.95% | 112,404 | $9.6M | Add +2.0% |
| CGGR Cap Group Growth Equity | 3.82% | 196,670 | $9.3M | Add +4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.41% | 11,118 | $8.3M | Add +2.4% |
| SGOV iShares 0-3 Month Treasury B | 3.30% | 79,821 | $8.0M | Reduce -5.3% |
| SCHD Schwab US DVD Equity ETF | 2.93% | 224,534 | $7.1M | Add +1.7% |
| NOBL Proshares S&P 500 Dividend A | 2.85% | 123,631 | $6.9M | Add +7.5% |
| AAPL Apple Inc. | 2.56% | 21,565 | $6.2M | Reduce -0.8% |
| SCHG Schwab US Large-Cap Growth | 2.53% | 181,869 | $6.2M | Add +2.1% |
| VBIL Vanguard 0-3M T-Bill ETF | 2.38% | 76,446 | $5.8M | Reduce -7.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.34% | 62,087 | $5.7M | Reduce -3.6% |
| TIP iShares Tips Bond ETF | 1.75% | 38,959 | $4.3M | Reduce -3.4% |
| VIG Vanguard Dividend Apprec ETF | 1.71% | 17,597 | $4.2M | Add +6.3% |
| VGSH Vanguard Short-Term Treasury | 1.32% | 55,296 | $3.2M | Reduce -3.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.78% | 38,341 | $1.9M | Reduce -0.3% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.67% | 34,971 | $1.6M | Reduce -2.3% |
| LRCX Lam Research Corp. | 0.67% | 3,756 | $1.6M | Reduce -39.9% |
| XLK SS Technology Select Sector | 0.63% | 8,088 | $1.5M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.61% | 4,136 | $1.5M | Reduce -5.5% |
| ABBV Abbvie Inc. | 0.58% | 5,570 | $1.4M | Reduce -5.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.54% | 4,693 | $1.3M | Reduce -5.4% |
| CSCO Cisco Systems Inc. | 0.54% | 11,182 | $1.3M | Reduce -25.4% |
| AVGO Broadcom Inc. | 0.53% | 3,402 | $1.3M | Reduce -20.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.52% | 12,443 | $1.3M | Reduce -3.0% |
| ETN Eaton Corp. PLC | 0.51% | 2,900 | $1.2M | Reduce -5.1% |
| V Visa Inc. Class A | 0.45% | 3,191 | $1.1M | Reduce -4.8% |
| MRK Merck & Co. Inc. | 0.45% | 8,433 | $1.1M | Reduce -6.0% |
| AMGN Amgen Inc. | 0.44% | 2,970 | $1.1M | Reduce -5.4% |
| IWD iShares Russell 1000 Value E | 0.40% | 4,037 | $979K | No change |
| UNP Union Pacific Corp. | 0.40% | 3,557 | $968K | New |
| HD Home Depot Inc. | 0.39% | 2,711 | $956K | Reduce -4.8% |
| KR Kroger Co. | 0.38% | 16,627 | $923K | Reduce -5.0% |
| XLF SS Financial Select Sector | 0.37% | 16,630 | $892K | Reduce -2.0% |
| LMT Lockheed Martin Corp. | 0.36% | 1,702 | $867K | Reduce -5.8% |
| BMY Bristol-Myers Squibb Co. | 0.35% | 14,865 | $857K | Reduce -3.0% |
| MCD McDonald's Corp. | 0.35% | 3,109 | $840K | Reduce -5.2% |
| SBUX Starbucks Corp. | 0.34% | 8,212 | $839K | Reduce -5.8% |
| LOW Lowe's Cos Inc. | 0.34% | 3,793 | $836K | Reduce -5.1% |
| PG The Procter & Gamble Co. | 0.34% | 5,656 | $829K | Reduce -6.7% |
| SCHW Schwab (charles) Corp. | 0.33% | 8,741 | $807K | Reduce -3.0% |
| MDY State Street SPDR S&P Midcap | 0.32% | 1,104 | $776K | Add +3.4% |
| MDT Medtronic PLC | 0.31% | 9,582 | $750K | Reduce -6.2% |
| XOM Exxon Mobil Corp. | 0.30% | 5,277 | $721K | Reduce -5.3% |
| QCOM Qualcomm Inc. | 0.29% | 3,854 | $712K | Reduce -30.5% |
| NTAP Netapp Inc. | 0.29% | 4,497 | $696K | Reduce -33.8% |
| AOA iShares Core 80/20 Aggressiv | 0.28% | 6,878 | $671K | Add +0.0% |
| MSFT Microsoft Corp. | 0.27% | 1,792 | $668K | Reduce -4.1% |
| CL Colgate-Palmolive Co. | 0.26% | 6,825 | $626K | Reduce -2.5% |
| TOL Toll Brothers Inc. | 0.24% | 3,513 | $579K | New |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.21% | 11,515 | $512K | Reduce -9.1% |
| STX Seagate Technology Holdings | 0.20% | 509 | $491K | New |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 2,272 | $483K | Add +3.5% |
| GIS General Mills Inc. | 0.19% | 13,626 | $474K | Reduce -3.2% |
| CMCSA Comcast Corp. Class A | 0.19% | 19,125 | $470K | Reduce -2.4% |
| XLY SS Consumer Disc Select Sect | 0.19% | 3,964 | $465K | Reduce -2.6% |
| TSLA Tesla Inc. | 0.19% | 1,077 | $453K | Reduce -5.5% |
| XLC SS Comm Select Sector SPDR | 0.19% | 4,225 | $453K | Reduce -2.5% |
| TWST Twist Bioscience Corp. | 0.18% | 4,339 | $446K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.17% | 8,005 | $403K | Reduce -4.7% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 5,087 | $392K | Reduce -5.1% |
| NVDA Nvidia Corp. | 0.15% | 1,810 | $362K | No change |
| BND Vanguard Total Bond Market | 0.15% | 4,916 | $361K | Add +1.6% |
| GLD SPDR Gold Shares | 0.13% | 827 | $305K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 3,244 | $261K | No change |
| VOO Vanguard S&P 500 ETF | 0.11% | 374 | $257K | Reduce -5.3% |
| VHT Vanguard Health Care ETF | 0.10% | 847 | $253K | No change |
| SPCX Space Exploration Techn Class A | 0.10% | 1,481 | $253K | New |
| AOR iShares Core 60/40 Balanced | 0.10% | 3,633 | $252K | No change |
| GILD Gilead Sciences Inc. | 0.10% | 1,988 | $251K | Add +0.2% |
| SU Suncor Energy Inc. | 0.10% | 4,638 | $249K | Add +0.2% |
| DVY iShares Select Dividend ETF | 0.10% | 1,537 | $240K | No change |
| GWW WW Grainger Inc. | 0.09% | 166 | $226K | New |
| BIV Vanguard Intermediate-Term B | 0.09% | 2,880 | $221K | New |
| CVX Chevron Corp. | 0.09% | 1,263 | $209K | Add +0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.08% | 2,289 | $201K | New |
| FOXA Fox Corp. Class A | 0.08% | 3,851 | $201K | Add +0.3% |
Portfolio Sells Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Reduce -5.3% | 3.30% | −1.29 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -7.3% | 2.38% | −1.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -3.6% | 2.34% | −0.86 |
| TIP iShares Tips Bond ETF | Reduce -3.4% | 1.75% | −0.66 |
| VGSH Vanguard Short-Term Treasury | Reduce -3.5% | 1.32% | −0.49 |
| AAPL Apple Inc. | Reduce -0.8% | 2.56% | −0.43 |
| KR Kroger Co. | Reduce -5.0% | 0.38% | −0.31 |
| LMT Lockheed Martin Corp. | Reduce -5.8% | 0.36% | −0.24 |
| XOM Exxon Mobil Corp. | Reduce -5.3% | 0.30% | −0.22 |
| MCD McDonald's Corp. | Reduce -5.2% | 0.35% | −0.21 |
| AVGO Broadcom Inc. | Reduce -20.1% | 0.53% | −0.19 |
| MDT Medtronic PLC | Reduce -6.2% | 0.31% | −0.17 |
| LOW Lowe's Cos Inc. | Reduce -5.1% | 0.34% | −0.17 |
| AMGN Amgen Inc. | Reduce -5.4% | 0.44% | −0.16 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.0% | 0.35% | −0.15 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -2.3% | 0.67% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -6.0% | 0.45% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -6.7% | 0.34% | −0.13 |
| SCHW Schwab (charles) Corp. | Reduce -3.0% | 0.33% | −0.13 |
| COP Conocophillips | Sold out | 0.00% | −0.13 |
| ABBV Abbvie Inc. | Reduce -5.1% | 0.58% | −0.12 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.12 |
| HD Home Depot Inc. | Reduce -4.8% | 0.39% | −0.12 |
| CMCSA Comcast Corp. Class A | Reduce -2.4% | 0.19% | −0.11 |
| CGDV Cap Group Dividend Value | Reduce -0.3% | 0.78% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -5.4% | 0.54% | −0.11 |
| MSFT Microsoft Corp. | Reduce -4.1% | 0.27% | −0.10 |
| V Visa Inc. Class A | Reduce -4.8% | 0.45% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -30.5% | 0.29% | −0.09 |
| NTAP Netapp Inc. | Reduce -33.8% | 0.29% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -25.4% | 0.54% | −0.09 |
| GIS General Mills Inc. | Reduce -3.2% | 0.19% | −0.09 |
| XLF SS Financial Select Sector | Reduce -2.0% | 0.37% | −0.09 |
| ETN Eaton Corp. PLC | Reduce -5.1% | 0.51% | −0.08 |
| SBUX Starbucks Corp. | Reduce -5.8% | 0.34% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -5.5% | 0.61% | −0.08 |
| XLC SS Comm Select Sector SPDR | Reduce -2.5% | 0.19% | −0.07 |
| CL Colgate-Palmolive Co. | Reduce -2.5% | 0.26% | −0.07 |
| USFR Wisdomtree Floating Rate Tre | Reduce -4.7% | 0.17% | −0.06 |
| LRCX Lam Research Corp. | Reduce -39.9% | 0.67% | −0.06 |
| CGUS Cap Group Core Equity | Reduce -9.1% | 0.21% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -2.6% | 0.19% | −0.05 |
| TSLA Tesla Inc. | Reduce -5.5% | 0.19% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.1% | 0.16% | −0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -3.0% | 0.52% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -5.3% | 0.11% | −0.02 |
| XLK SS Technology Select Sector | Reduce -2.5% | 0.63% | +0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| GMMF iShares Govt MMKT ETF | New | 17.50% | +17.50 |
| UNP Union Pacific Corp. | New | 0.40% | +0.40 |
| TOL Toll Brothers Inc. | New | 0.24% | +0.24 |
| STX Seagate Technology Holdings | New | 0.20% | +0.20 |
| SPCX Space Exploration Techn Class A | New | 0.10% | +0.10 |
| GWW WW Grainger Inc. | New | 0.09% | +0.09 |
| BIV Vanguard Intermediate-Term B | New | 0.09% | +0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.08% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +3.5% | 0.20% | −0.03 |
| MDY State Street SPDR S&P Midcap | Add +3.4% | 0.32% | −0.04 |
| FOXA Fox Corp. Class A | Add +0.3% | 0.08% | −0.04 |
| BND Vanguard Total Bond Market | Add +1.6% | 0.15% | −0.04 |
| GILD Gilead Sciences Inc. | Add +0.2% | 0.10% | −0.05 |
| AOA iShares Core 80/20 Aggressiv | Add +0.0% | 0.28% | −0.05 |
| CVX Chevron Corp. | Add +0.2% | 0.09% | −0.06 |
| SU Suncor Energy Inc. | Add +0.2% | 0.10% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +6.3% | 1.71% | −0.22 |
| SCHG Schwab US Large-Cap Growth | Add +2.1% | 2.53% | −0.28 |
| CGGR Cap Group Growth Equity | Add +4.1% | 3.82% | −0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.4% | 3.41% | −0.42 |
| NOBL Proshares S&P 500 Dividend A | Add +7.5% | 2.85% | −0.45 |
| VXUS Vanguard Total Intl Stock | Add +2.0% | 3.95% | −0.66 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.0% | 4.43% | −0.68 |
| SCHD Schwab US DVD Equity ETF | Add +1.7% | 2.93% | −0.75 |
| IVV iShares Core S&P 500 ETF | Add +0.9% | 6.39% | −0.90 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.7% | 12.95% | −1.61 |
| SGOL Abrdn Physical Gold Shares | Add +2.7% | 5.30% | −2.65 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 80 | $243.3M | GMMF, VTI, IVV, SGOL, VTV |
| Q1 2026 | 74 | $184.4M | VTI, SGOL, IVV, VTV, VXUS |
| Q4 2025 | 76 | $186.3M | VTI, IVV, SGOL, SPY, VXUS |
| Q3 2025 | 74 | $175.7M | VTI, IVV, SGOL, SPY, VXUS |
| Q2 2025 | 72 | $159.8M | VTI, IVV, SGOL, SPY, VXUS |
| Q1 2025 | 74 | $143.9M | VTI, BIL, IVV, SPY, SGOL |
| Q4 2024 | 61 | $127.8M | VTI, BIL, SPY, IVV, SGOL |