MRWM Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 27, 2025), MRWM Advisors, LLC reported 72 stock positions worth $159.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 14.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.9%) and Abrdn Physical Gold Shares (SGOL, 6.7%). Compared with Q1 2025, it opened 5 new positions, sold out of 7, added to 37 and reduced 24. The biggest buy was a new position in Vanguard 0-3M T-Bill ETF (VBIL) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- NASHVILLE, TN
- CIK
- 0001732949
- Portfolio Value
- $159.8M (Q2 2025)
- SEC Filing
- 0001754960-25-000620 ↗ filed Aug 27, 2025
Holdings Value
Holdings 72 stocks · $159.8M
| VTI VG Morningstar TS MKT ETF-US | 14.19% | 74,635 | $22.7M | Add +13.4% |
| IVV iShares Core S&P 500 ETF | 7.93% | 20,405 | $12.7M | Add +17.7% |
| SGOL Abrdn Physical Gold Shares | 6.73% | 341,012 | $10.8M | Add +17.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.91% | 15,290 | $9.4M | Reduce -2.6% |
| VXUS Vanguard Total Intl Stock | 5.05% | 116,824 | $8.1M | Add +43.9% |
| USFR Wisdomtree Floating Rate Tre | 4.40% | 139,787 | $7.0M | Add +9.7% |
| VBIL Vanguard 0-3M T-Bill ETF | 4.38% | 92,646 | $7.0M | New |
| SCHD Schwab US DVD Equity ETF | 4.13% | 248,828 | $6.6M | Add +22.4% |
| CGGR Cap Group Growth Equity | 3.76% | 147,851 | $6.0M | Add +19.9% |
| AAPL Apple Inc. | 3.07% | 23,934 | $4.9M | Reduce -0.4% |
| SCHG Schwab US Large-Cap Growth | 3.04% | 166,585 | $4.9M | Add +40.5% |
| TIP iShares Tips Bond ETF | 2.95% | 42,867 | $4.7M | Reduce -2.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.61% | 45,500 | $4.2M | Reduce -60.0% |
| VGSH Vanguard Short-Term Treasury | 2.27% | 61,650 | $3.6M | Reduce -4.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.85% | 16,744 | $3.0M | Add +20.7% |
| NOBL Proshares S&P 500 Dividend A | 1.61% | 25,521 | $2.6M | Add +0.7% |
| TFLO iShares Treasury Floating Ra | 1.24% | 39,064 | $2.0M | Reduce -61.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.11% | 44,982 | $1.8M | Reduce -3.6% |
| AVGO Broadcom Inc. | 0.97% | 5,598 | $1.5M | Add +3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.94% | 5,110 | $1.5M | Add +3.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.88% | 37,242 | $1.4M | Reduce -1.1% |
| V Visa Inc. Class A | 0.88% | 3,977 | $1.4M | Add +1.6% |
| ETN Eaton Corp. PLC | 0.84% | 3,754 | $1.3M | Add +4.0% |
| KR Kroger Co. | 0.81% | 18,122 | $1.3M | Reduce -0.6% |
| XLK SS Technology Select Sector | 0.73% | 4,584 | $1.2M | Add +4.1% |
| ABBV Abbvie Inc. | 0.71% | 6,127 | $1.1M | Reduce -0.6% |
| HD Home Depot Inc. | 0.70% | 3,065 | $1.1M | Add +1.2% |
| NTAP Netapp Inc. | 0.66% | 9,834 | $1.0M | Add +129.1% |
| PG The Procter & Gamble Co. | 0.64% | 6,470 | $1.0M | Add +0.5% |
| MCD McDonald's Corp. | 0.63% | 3,435 | $1.0M | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.61% | 6,108 | $973K | Add +0.4% |
| AMGN Amgen Inc. | 0.60% | 3,416 | $954K | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.60% | 5,410 | $953K | Reduce -0.3% |
| MDT Medtronic PLC | 0.59% | 10,897 | $950K | Add +56.2% |
| LOW Lowe's Cos Inc. | 0.59% | 4,280 | $950K | Add +0.1% |
| MSFT Microsoft Corp. | 0.58% | 1,873 | $932K | Add +3.1% |
| LMT Lockheed Martin Corp. | 0.58% | 1,986 | $920K | Reduce -0.9% |
| XLF SS Financial Select Sector | 0.57% | 17,258 | $904K | Add +1.6% |
| SBUX Starbucks Corp. | 0.56% | 9,768 | $895K | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.52% | 17,882 | $828K | Add +0.2% |
| CMCSA Comcast Corp. Class A | 0.51% | 23,043 | $822K | Reduce -1.7% |
| LRCX Lam Research Corp. | 0.51% | 8,384 | $816K | Add +4.7% |
| GIS General Mills Inc. | 0.51% | 15,587 | $808K | Reduce -0.4% |
| IWD iShares Russell 1000 Value E | 0.48% | 3,979 | $773K | No change |
| MRK Merck & Co. Inc. | 0.48% | 9,599 | $760K | Reduce -1.0% |
| CL Colgate-Palmolive Co. | 0.42% | 7,463 | $678K | Add +5.1% |
| XOM Exxon Mobil Corp. | 0.42% | 6,274 | $676K | Add +5.3% |
| AOA iShares Core 80/20 Aggressiv | 0.40% | 7,636 | $637K | Reduce -5.7% |
| IJH iShares Core S&P Midcap ETF | 0.35% | 8,997 | $558K | Add +0.1% |
| NVDA Nvidia Corp. | 0.33% | 3,350 | $529K | Add +2.4% |
| MDY State Street SPDR S&P Midcap | 0.32% | 913 | $517K | Add +9.9% |
| XLC SS Comm Select Sector SPDR | 0.29% | 4,335 | $470K | Add +4.3% |
| LEN Lennar Corp. Class A | 0.29% | 4,203 | $465K | Add +6.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.28% | 12,280 | $454K | Reduce -27.5% |
| XLY SS Consumer Disc Select Sect | 0.28% | 2,035 | $442K | No change |
| AMZN Amazon.com Inc. | 0.23% | 1,659 | $364K | Reduce -2.1% |
| TSLA Tesla Inc. | 0.23% | 1,145 | $364K | Reduce -0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 1,856 | $337K | Add +10.5% |
| META Meta Platforms Inc. Class A | 0.18% | 385 | $284K | New |
| BND Vanguard Total Bond Market | 0.17% | 3,690 | $272K | Add +8.6% |
| CSCO Cisco Systems Inc. | 0.17% | 3,903 | $271K | New |
| GLD SPDR Gold Shares | 0.16% | 847 | $258K | No change |
| VOO Vanguard S&P 500 ETF | 0.16% | 445 | $253K | Add +12.7% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 2,171 | $237K | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 811 | $227K | No change |
| AOR iShares Core 60/40 Balanced | 0.14% | 3,638 | $224K | Reduce -22.1% |
| VHT Vanguard Health Care ETF | 0.13% | 847 | $210K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.13% | 2,860 | $208K | Reduce -19.8% |
| TWST Twist Bioscience Corp. | 0.13% | 5,550 | $204K | Reduce -0.5% |
| DVY iShares Select Dividend ETF | 0.13% | 1,537 | $204K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.13% | 1,333 | $200K | New |
| GILD Gilead Sciences Inc. | 0.13% | 1,806 | $200K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -60.0% | 2.61% | −4.64 |
| TFLO iShares Treasury Floating Ra | Reduce -61.6% | 1.24% | −2.34 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.69 |
| AAPL Apple Inc. | Reduce -0.4% | 3.07% | −0.64 |
| AMED Amedisys Inc. | Sold out | 0.00% | −0.62 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.58 |
| TIP iShares Tips Bond ETF | Reduce -2.7% | 2.95% | −0.45 |
| VGSH Vanguard Short-Term Treasury | Reduce -4.6% | 2.27% | −0.37 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 5.91% | −0.20 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.71% | −0.19 |
| GBX Greenbrier Companies Inc. | Sold out | 0.00% | −0.18 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.15 |
| GIS General Mills Inc. | Reduce -0.4% | 0.51% | −0.15 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -1.0% | 0.48% | −0.13 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.63% | −0.12 |
| CGUS Cap Group Core Equity | Reduce -27.5% | 0.28% | −0.11 |
| CMCSA Comcast Corp. Class A | Reduce -1.7% | 0.51% | −0.09 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -1.1% | 0.88% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -0.9% | 0.58% | −0.05 |
| AOR iShares Core 60/40 Balanced | Reduce -22.1% | 0.14% | −0.05 |
| KR Kroger Co. | Reduce -0.6% | 0.81% | −0.04 |
| CGDV Cap Group Dividend Value | Reduce -3.6% | 1.11% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -19.8% | 0.13% | −0.03 |
| AOA iShares Core 80/20 Aggressiv | Reduce -5.7% | 0.40% | −0.03 |
| TWST Twist Bioscience Corp. | Reduce -0.5% | 0.13% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.6% | 0.15% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 0.23% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 0.60% | +0.01 |
| TSLA Tesla Inc. | Reduce -0.6% | 0.23% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| VBIL Vanguard 0-3M T-Bill ETF | New | 4.38% | +4.38 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.4% | 14.19% | +1.62 |
| VXUS Vanguard Total Intl Stock | Add +43.9% | 5.05% | +1.54 |
| IVV iShares Core S&P 500 ETF | Add +17.7% | 7.93% | +1.16 |
| SCHG Schwab US Large-Cap Growth | Add +40.5% | 3.04% | +0.98 |
| CGGR Cap Group Growth Equity | Add +19.9% | 3.76% | +0.82 |
| SGOL Abrdn Physical Gold Shares | Add +17.7% | 6.73% | +0.73 |
| NTAP Netapp Inc. | Add +129.1% | 0.66% | +0.39 |
| AVGO Broadcom Inc. | Add +3.0% | 0.97% | +0.33 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +20.7% | 1.85% | +0.19 |
| META Meta Platforms Inc. Class A | New | 0.18% | +0.18 |
| SCHD Schwab US DVD Equity ETF | Add +22.4% | 4.13% | +0.18 |
| CSCO Cisco Systems Inc. | New | 0.17% | +0.17 |
| MDT Medtronic PLC | Add +56.2% | 0.59% | +0.16 |
| ETN Eaton Corp. PLC | Add +4.0% | 0.84% | +0.16 |
| IUSG iShares Core S&P U.S. Growth | New | 0.13% | +0.13 |
| GILD Gilead Sciences Inc. | New | 0.13% | +0.13 |
| MSFT Microsoft Corp. | Add +3.1% | 0.58% | +0.11 |
| LRCX Lam Research Corp. | Add +4.7% | 0.51% | +0.11 |
| XLK SS Technology Select Sector | Add +4.1% | 0.73% | +0.09 |
| IBM Intl Business Machines Corp. | Add +3.6% | 0.94% | +0.09 |
| NVDA Nvidia Corp. | Add +2.4% | 0.33% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +12.7% | 0.16% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +4.3% | 0.29% | +0.02 |
| MDY State Street SPDR S&P Midcap | Add +9.9% | 0.32% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +10.5% | 0.21% | +0.01 |
| BND Vanguard Total Bond Market | Add +8.6% | 0.17% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 0.35% | −0.02 |
| XLF SS Financial Select Sector | Add +1.6% | 0.57% | −0.02 |
| LEN Lennar Corp. Class A | Add +6.4% | 0.29% | −0.02 |
| CL Colgate-Palmolive Co. | Add +5.1% | 0.42% | −0.04 |
| QCOM Qualcomm Inc. | Add +0.4% | 0.61% | −0.04 |
| USFR Wisdomtree Floating Rate Tre | Add +9.7% | 4.40% | −0.06 |
| HD Home Depot Inc. | Add +1.2% | 0.70% | −0.07 |
| XOM Exxon Mobil Corp. | Add +5.3% | 0.42% | −0.07 |
| V Visa Inc. Class A | Add +1.6% | 0.88% | −0.07 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.59% | −0.10 |
| SBUX Starbucks Corp. | Add +0.1% | 0.56% | −0.11 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.64% | −0.12 |
| AMGN Amgen Inc. | Add +1.0% | 0.60% | −0.14 |
| NOBL Proshares S&P 500 Dividend A | Add +0.7% | 1.61% | −0.19 |
| BMY Bristol-Myers Squibb Co. | Add +0.2% | 0.52% | −0.24 |
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 |