MRWM Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed August 27, 2025), MRWM Advisors, LLC reported 61 stock positions worth $127.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 12.0% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 9.3%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.4%).
- Most Recent 13F
- Q2 2026
- Location
- NASHVILLE, TN
- CIK
- 0001732949
- Portfolio Value
- $127.8M (Q4 2024)
- SEC Filing
- 0001754960-25-000622 ↗ filed Aug 27, 2025
Holdings Value
Holdings 61 stocks · $127.8M
| VTI VG Morningstar TS MKT ETF-US | 12.01% | 52,933 | $15.3M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 9.33% | 130,310 | $11.9M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.35% | 16,022 | $9.4M | — |
| IVV iShares Core S&P 500 ETF | 6.36% | 13,792 | $8.1M | — |
| SGOL Abrdn Physical Gold Shares | 6.08% | 309,888 | $7.8M | — |
| USFR Wisdomtree Floating Rate Tre | 5.51% | 139,839 | $7.0M | — |
| AAPL Apple Inc. | 4.62% | 23,571 | $5.9M | — |
| TFLO iShares Treasury Floating Ra | 4.35% | 110,050 | $5.6M | — |
| TIP iShares Tips Bond ETF | 4.10% | 49,111 | $5.2M | — |
| SCHD Schwab US DVD Equity ETF | 3.41% | 159,388 | $4.4M | — |
| VGSH Vanguard Short-Term Treasury | 3.26% | 71,527 | $4.2M | — |
| CGGR Cap Group Growth Equity | 2.87% | 98,704 | $3.7M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.21% | 80,106 | $2.8M | — |
| HEFA Isha Curr Hedged MSCI Eafe | 1.87% | 68,569 | $2.4M | — |
| NOBL Proshares S&P 500 Dividend A | 1.70% | 21,786 | $2.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.52% | 11,437 | $1.9M | — |
| V Visa Inc. Class A | 0.97% | 3,927 | $1.2M | — |
| AVGO Broadcom Inc. | 0.97% | 5,341 | $1.2M | — |
| ETN Eaton Corp. PLC | 0.93% | 3,591 | $1.2M | — |
| HD Home Depot Inc. | 0.89% | 2,938 | $1.1M | — |
| KR Kroger Co. | 0.88% | 18,311 | $1.1M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.85% | 4,935 | $1.1M | — |
| ABBV Abbvie Inc. | 0.82% | 5,905 | $1.0M | — |
| PG The Procter & Gamble Co. | 0.81% | 6,157 | $1.0M | — |
| LOW Lowe's Cos Inc. | 0.79% | 4,103 | $1.0M | — |
| BMY Bristol-Myers Squibb Co. | 0.79% | 17,867 | $1.0M | — |
| GIS General Mills Inc. | 0.76% | 15,258 | $973K | — |
| MCD McDonald's Corp. | 0.75% | 3,297 | $956K | — |
| LMT Lockheed Martin Corp. | 0.75% | 1,961 | $953K | — |
| GOOGL Alphabet Inc. Class A | 0.74% | 5,005 | $947K | — |
| MRK Merck & Co. Inc. | 0.73% | 9,410 | $936K | — |
| QCOM Qualcomm Inc. | 0.70% | 5,838 | $897K | — |
| SBUX Starbucks Corp. | 0.69% | 9,597 | $876K | — |
| AMGN Amgen Inc. | 0.68% | 3,321 | $866K | — |
| CMCSA Comcast Corp. Class A | 0.67% | 22,777 | $855K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.58% | 10,783 | $743K | — |
| IWD iShares Russell 1000 Value E | 0.58% | 3,979 | $737K | — |
| MSFT Microsoft Corp. | 0.56% | 1,700 | $717K | — |
| UPS United Parcel Service Class B | 0.54% | 5,510 | $695K | — |
| AOA iShares Core 80/20 Aggressiv | 0.52% | 8,739 | $669K | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.44% | 16,229 | $568K | — |
| IJH iShares Core S&P Midcap ETF | 0.44% | 8,966 | $559K | — |
| XOM Exxon Mobil Corp. | 0.41% | 4,905 | $528K | — |
| VOO Vanguard S&P 500 ETF | 0.37% | 870 | $469K | — |
| LEN Lennar Corp. Class A | 0.37% | 3,434 | $468K | — |
| TSLA Tesla Inc. | 0.36% | 1,137 | $459K | — |
| XLK SS Technology Select Sector | 0.35% | 1,936 | $450K | — |
| XLF SS Financial Select Sector | 0.28% | 7,424 | $359K | — |
| XLV SS Health Care Select Sector | 0.26% | 2,458 | $338K | — |
| AOR iShares Core 60/40 Balanced | 0.23% | 5,226 | $300K | — |
| AMZN Amazon.com Inc. | 0.22% | 1,304 | $286K | — |
| SCHG Schwab US Large-Cap Growth | 0.21% | 9,518 | $265K | — |
| IJR iShares Core S&P Small-Cap E | 0.21% | 2,292 | $264K | — |
| TWST Twist Bioscience Corp. | 0.20% | 5,577 | $259K | — |
| IUSG iShares Core S&P U.S. Growth | 0.18% | 1,681 | $234K | — |
| VHT Vanguard Health Care ETF | 0.17% | 847 | $215K | — |
| VTIP Vanguard Short-Term Tips | 0.17% | 4,434 | $215K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 811 | $214K | — |
| XLY SS Consumer Disc Select Sect | 0.16% | 916 | $206K | — |
| GLD SPDR Gold Shares | 0.16% | 847 | $205K | — |
| DVY iShares Select Dividend ETF | 0.16% | 1,537 | $202K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |