MRWM Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed August 27, 2025), MRWM Advisors, LLC reported 74 stock positions worth $143.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 12.6% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 7.3%) and iShares Core S&P 500 ETF (IVV, 6.8%). Compared with Q4 2024, it opened 15 new positions, sold out of 2, added to 34 and reduced 19. The biggest buy was a new position in Vanguard Total Intl Stock (VXUS) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- NASHVILLE, TN
- CIK
- 0001732949
- Portfolio Value
- $143.9M (Q1 2025)
- SEC Filing
- 0001754960-25-000621 ↗ filed Aug 27, 2025
Holdings Value
Holdings 74 stocks · $143.9M
| VTI VG Morningstar TS MKT ETF-US | 12.57% | 65,787 | $18.1M | Add +24.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 7.26% | 113,803 | $10.4M | Reduce -12.7% |
| IVV iShares Core S&P 500 ETF | 6.77% | 17,338 | $9.7M | Add +25.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.11% | 15,707 | $8.8M | Reduce -2.0% |
| SGOL Abrdn Physical Gold Shares | 6.00% | 289,662 | $8.6M | Reduce -6.5% |
| USFR Wisdomtree Floating Rate Tre | 4.46% | 127,471 | $6.4M | Reduce -8.8% |
| SCHD Schwab US DVD Equity ETF | 3.95% | 203,237 | $5.7M | Add +27.5% |
| AAPL Apple Inc. | 3.71% | 24,021 | $5.3M | Add +1.9% |
| TFLO iShares Treasury Floating Ra | 3.58% | 101,718 | $5.2M | Reduce -7.6% |
| VXUS Vanguard Total Intl Stock | 3.50% | 81,199 | $5.0M | New |
| TIP iShares Tips Bond ETF | 3.40% | 44,055 | $4.9M | Reduce -10.3% |
| CGGR Cap Group Growth Equity | 2.94% | 123,364 | $4.2M | Add +25.0% |
| VGSH Vanguard Short-Term Treasury | 2.64% | 64,602 | $3.8M | Reduce -9.7% |
| SCHG Schwab US Large-Cap Growth | 2.06% | 118,533 | $3.0M | Add +1145.4% |
| NOBL Proshares S&P 500 Dividend A | 1.80% | 25,343 | $2.6M | Add +16.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.67% | 13,868 | $2.4M | Add +21.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.16% | 46,645 | $1.7M | Reduce -41.8% |
| V Visa Inc. Class A | 0.95% | 3,913 | $1.4M | Reduce -0.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.95% | 37,637 | $1.4M | Reduce -45.1% |
| ABBV Abbvie Inc. | 0.90% | 6,163 | $1.3M | Add +4.4% |
| KR Kroger Co. | 0.86% | 18,229 | $1.2M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.85% | 4,930 | $1.2M | Reduce -0.1% |
| HD Home Depot Inc. | 0.77% | 3,029 | $1.1M | Add +3.1% |
| PG The Procter & Gamble Co. | 0.76% | 6,441 | $1.1M | Add +4.6% |
| BMY Bristol-Myers Squibb Co. | 0.76% | 17,845 | $1.1M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.75% | 3,441 | $1.1M | Add +4.4% |
| AMGN Amgen Inc. | 0.73% | 3,382 | $1.1M | Add +1.8% |
| LOW Lowe's Cos Inc. | 0.69% | 4,276 | $997K | Add +4.2% |
| IBIT iShares Bitcoin Trust ETF | 0.69% | 21,280 | $996K | New |
| ETN Eaton Corp. PLC | 0.68% | 3,611 | $982K | Add +0.6% |
| SBUX Starbucks Corp. | 0.67% | 9,760 | $957K | Add +1.7% |
| GIS General Mills Inc. | 0.65% | 15,653 | $936K | Add +2.6% |
| QCOM Qualcomm Inc. | 0.65% | 6,085 | $935K | Add +4.2% |
| AVGO Broadcom Inc. | 0.63% | 5,436 | $910K | Add +1.8% |
| XLK SS Technology Select Sector | 0.63% | 4,404 | $909K | Add +127.5% |
| AMED Amedisys Inc. | 0.62% | 9,674 | $896K | New |
| LMT Lockheed Martin Corp. | 0.62% | 2,005 | $896K | Add +2.2% |
| MRK Merck & Co. Inc. | 0.60% | 9,694 | $870K | Add +3.0% |
| CMCSA Comcast Corp. Class A | 0.60% | 23,447 | $865K | Add +2.9% |
| XLF SS Financial Select Sector | 0.59% | 16,978 | $846K | Add +128.7% |
| GOOGL Alphabet Inc. Class A | 0.58% | 5,428 | $839K | Add +8.4% |
| XLV SS Health Care Select Sector | 0.58% | 5,724 | $836K | Add +132.9% |
| IWD iShares Russell 1000 Value E | 0.52% | 3,979 | $749K | No change |
| XOM Exxon Mobil Corp. | 0.49% | 5,960 | $709K | Add +21.5% |
| MSFT Microsoft Corp. | 0.47% | 1,816 | $682K | Add +6.8% |
| CL Colgate-Palmolive Co. | 0.46% | 7,098 | $665K | New |
| MDT Medtronic PLC | 0.44% | 6,978 | $627K | New |
| AOA iShares Core 80/20 Aggressiv | 0.43% | 8,093 | $619K | Reduce -7.4% |
| LRCX Lam Research Corp. | 0.40% | 8,010 | $582K | New |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.39% | 16,929 | $565K | Add +4.3% |
| IJH iShares Core S&P Midcap ETF | 0.36% | 8,984 | $524K | Add +0.2% |
| LEN Lennar Corp. Class A | 0.32% | 3,951 | $453K | Add +15.1% |
| MDY State Street SPDR S&P Midcap | 0.31% | 831 | $443K | New |
| XLP SS Consumer Staples Sel Sect | 0.29% | 5,121 | $418K | New |
| XLY SS Consumer Disc Select Sect | 0.28% | 2,035 | $402K | Add +122.2% |
| XLC SS Comm Select Sector SPDR | 0.28% | 4,156 | $401K | New |
| NTAP Netapp Inc. | 0.26% | 4,292 | $377K | New |
| NVDA Nvidia Corp. | 0.25% | 3,273 | $355K | New |
| AMZN Amazon.com Inc. | 0.22% | 1,694 | $322K | Add +29.9% |
| TSLA Tesla Inc. | 0.21% | 1,152 | $299K | Add +1.3% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 1,680 | $291K | New |
| AOR iShares Core 60/40 Balanced | 0.19% | 4,670 | $269K | Reduce -10.6% |
| GBX Greenbrier Companies Inc. | 0.18% | 5,018 | $257K | New |
| BND Vanguard Total Bond Market | 0.17% | 3,397 | $250K | New |
| GLD SPDR Gold Shares | 0.17% | 847 | $244K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 3,568 | $235K | Reduce -66.9% |
| IJR iShares Core S&P Small-Cap E | 0.16% | 2,185 | $228K | Reduce -4.7% |
| VHT Vanguard Health Care ETF | 0.16% | 847 | $224K | No change |
| IGV iShares Expanded Tech-Softwa | 0.15% | 2,468 | $220K | New |
| TWST Twist Bioscience Corp. | 0.15% | 5,577 | $219K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 811 | $210K | No change |
| DVY iShares Select Dividend ETF | 0.14% | 1,537 | $206K | No change |
| VTIP Vanguard Short-Term Tips | 0.14% | 4,102 | $205K | Reduce -7.5% |
| VOO Vanguard S&P 500 ETF | 0.14% | 395 | $203K | Reduce -54.6% |
Portfolio Sells Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -12.7% | 7.26% | −2.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 6.11% | −1.24 |
| CGDV Cap Group Dividend Value | Reduce -41.8% | 1.16% | −1.06 |
| USFR Wisdomtree Floating Rate Tre | Reduce -8.8% | 4.46% | −1.05 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -45.1% | 0.95% | −0.92 |
| TFLO iShares Treasury Floating Ra | Reduce -7.6% | 3.58% | −0.77 |
| TIP iShares Tips Bond ETF | Reduce -10.3% | 3.40% | −0.69 |
| VGSH Vanguard Short-Term Treasury | Reduce -9.7% | 2.64% | −0.62 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.54 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -66.9% | 0.16% | −0.42 |
| VOO Vanguard S&P 500 ETF | Reduce -54.6% | 0.14% | −0.23 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.18 |
| AOA iShares Core 80/20 Aggressiv | Reduce -7.4% | 0.43% | −0.09 |
| SGOL Abrdn Physical Gold Shares | Reduce -6.5% | 6.00% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.7% | 0.16% | −0.05 |
| AOR iShares Core 60/40 Balanced | Reduce -10.6% | 0.19% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 0.76% | −0.03 |
| VTIP Vanguard Short-Term Tips | Reduce -7.5% | 0.14% | −0.03 |
| KR Kroger Co. | Reduce -0.5% | 0.86% | −0.02 |
| V Visa Inc. Class A | Reduce -0.4% | 0.95% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.85% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VXUS Vanguard Total Intl Stock | New | 3.50% | +3.50 |
| SCHG Schwab US Large-Cap Growth | Add +1145.4% | 2.06% | +1.86 |
| IBIT iShares Bitcoin Trust ETF | New | 0.69% | +0.69 |
| AMED Amedisys Inc. | New | 0.62% | +0.62 |
| VTI VG Morningstar TS MKT ETF-US | Add +24.3% | 12.57% | +0.56 |
| SCHD Schwab US DVD Equity ETF | Add +27.5% | 3.95% | +0.54 |
| CL Colgate-Palmolive Co. | New | 0.46% | +0.46 |
| MDT Medtronic PLC | New | 0.44% | +0.44 |
| IVV iShares Core S&P 500 ETF | Add +25.7% | 6.77% | +0.42 |
| LRCX Lam Research Corp. | New | 0.40% | +0.40 |
| XLV SS Health Care Select Sector | Add +132.9% | 0.58% | +0.32 |
| MDY State Street SPDR S&P Midcap | New | 0.31% | +0.31 |
| XLF SS Financial Select Sector | Add +128.7% | 0.59% | +0.31 |
| XLP SS Consumer Staples Sel Sect | New | 0.29% | +0.29 |
| XLK SS Technology Select Sector | Add +127.5% | 0.63% | +0.28 |
| XLC SS Comm Select Sector SPDR | New | 0.28% | +0.28 |
| NTAP Netapp Inc. | New | 0.26% | +0.26 |
| NVDA Nvidia Corp. | New | 0.25% | +0.25 |
| RSP Invesco S&P 500 Equal Weight | New | 0.20% | +0.20 |
| GBX Greenbrier Companies Inc. | New | 0.18% | +0.18 |
| BND Vanguard Total Bond Market | New | 0.17% | +0.17 |
| IGV iShares Expanded Tech-Softwa | New | 0.15% | +0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +21.3% | 1.67% | +0.15 |
| XLY SS Consumer Disc Select Sect | Add +122.2% | 0.28% | +0.12 |
| NOBL Proshares S&P 500 Dividend A | Add +16.3% | 1.80% | +0.10 |
| XOM Exxon Mobil Corp. | Add +21.5% | 0.49% | +0.08 |
| ABBV Abbvie Inc. | Add +4.4% | 0.90% | +0.08 |
| CGGR Cap Group Growth Equity | Add +25.0% | 2.94% | +0.06 |
| AMGN Amgen Inc. | Add +1.8% | 0.73% | +0.05 |
| AMZN Amazon.com Inc. | Add +29.9% | 0.22% | +0.00 |
| MCD McDonald's Corp. | Add +4.4% | 0.75% | −0.00 |
| SBUX Starbucks Corp. | Add +1.7% | 0.67% | −0.02 |
| PG The Procter & Gamble Co. | Add +4.6% | 0.76% | −0.05 |
| CGUS Cap Group Core Equity | Add +4.3% | 0.39% | −0.05 |
| LEN Lennar Corp. Class A | Add +15.1% | 0.32% | −0.05 |
| QCOM Qualcomm Inc. | Add +4.2% | 0.65% | −0.05 |
| CMCSA Comcast Corp. Class A | Add +2.9% | 0.60% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 0.36% | −0.07 |
| MSFT Microsoft Corp. | Add +6.8% | 0.47% | −0.09 |
| LOW Lowe's Cos Inc. | Add +4.2% | 0.69% | −0.10 |
| GIS General Mills Inc. | Add +2.6% | 0.65% | −0.11 |
| HD Home Depot Inc. | Add +3.1% | 0.77% | −0.12 |
| LMT Lockheed Martin Corp. | Add +2.2% | 0.62% | −0.12 |
| MRK Merck & Co. Inc. | Add +3.0% | 0.60% | −0.13 |
| TSLA Tesla Inc. | Add +1.3% | 0.21% | −0.15 |
| GOOGL Alphabet Inc. Class A | Add +8.4% | 0.58% | −0.16 |
| ETN Eaton Corp. PLC | Add +0.6% | 0.68% | −0.25 |
| AVGO Broadcom Inc. | Add +1.8% | 0.63% | −0.34 |
| AAPL Apple Inc. | Add +1.9% | 3.71% | −0.91 |
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 |