MRWM Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), MRWM Advisors, LLC reported 74 stock positions worth $175.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 14.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 8.5%) and Abrdn Physical Gold Shares (SGOL, 7.5%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 18 and reduced 40. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +26%) and the biggest sale Vanguard 0-3M T-Bill ETF (VBIL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- NASHVILLE, TN
- CIK
- 0001732949
- Portfolio Value
- $175.7M (Q3 2025)
- SEC Filing
- 0001754960-25-000717 ↗ filed Oct 28, 2025
Holdings Value
Holdings 74 stocks · $175.7M
| VTI VG Morningstar TS MKT ETF-US | 14.63% | 78,287 | $25.7M | Add +4.9% |
| IVV iShares Core S&P 500 ETF | 8.48% | 22,248 | $14.9M | Add +9.0% |
| SGOL Abrdn Physical Gold Shares | 7.45% | 355,587 | $13.1M | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.75% | 15,150 | $10.1M | Reduce -0.9% |
| VXUS Vanguard Total Intl Stock | 5.45% | 130,233 | $9.6M | Add +11.5% |
| SCHD Schwab US DVD Equity ETF | 4.52% | 290,508 | $7.9M | Add +16.8% |
| CGGR Cap Group Growth Equity | 4.04% | 161,696 | $7.1M | Add +9.4% |
| SCHG Schwab US Large-Cap Growth | 3.82% | 210,050 | $6.7M | Add +26.1% |
| USFR Wisdomtree Floating Rate Tre | 3.77% | 131,882 | $6.6M | Reduce -5.7% |
| VBIL Vanguard 0-3M T-Bill ETF | 3.64% | 84,485 | $6.4M | Reduce -8.8% |
| AAPL Apple Inc. | 3.42% | 23,574 | $6.0M | Reduce -1.5% |
| TIP iShares Tips Bond ETF | 2.68% | 42,329 | $4.7M | Reduce -1.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.30% | 44,088 | $4.0M | Reduce -3.1% |
| VGSH Vanguard Short-Term Treasury | 2.03% | 60,494 | $3.6M | Reduce -1.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.00% | 18,843 | $3.5M | Add +12.5% |
| NOBL Proshares S&P 500 Dividend A | 1.47% | 25,089 | $2.6M | Reduce -1.7% |
| TFLO iShares Treasury Floating Ra | 1.07% | 37,290 | $1.9M | Reduce -4.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.98% | 40,870 | $1.7M | Reduce -9.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.83% | 36,706 | $1.5M | Reduce -1.4% |
| AVGO Broadcom Inc. | 0.82% | 4,370 | $1.4M | Reduce -21.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.80% | 5,009 | $1.4M | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.79% | 6,002 | $1.4M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.73% | 5,280 | $1.3M | Reduce -2.4% |
| XLK SS Technology Select Sector | 0.71% | 4,427 | $1.2M | Reduce -3.4% |
| HD Home Depot Inc. | 0.69% | 3,005 | $1.2M | Reduce -2.0% |
| KR Kroger Co. | 0.68% | 17,661 | $1.2M | Reduce -2.5% |
| ETN Eaton Corp. PLC | 0.66% | 3,110 | $1.2M | Reduce -17.2% |
| V Visa Inc. Class A | 0.65% | 3,356 | $1.1M | Reduce -15.6% |
| CSCO Cisco Systems Inc. | 0.59% | 15,234 | $1.0M | Add +290.3% |
| LOW Lowe's Cos Inc. | 0.59% | 4,107 | $1.0M | Reduce -4.0% |
| MCD McDonald's Corp. | 0.58% | 3,355 | $1.0M | Reduce -2.3% |
| MDT Medtronic PLC | 0.56% | 10,375 | $988K | Reduce -4.8% |
| QCOM Qualcomm Inc. | 0.55% | 5,809 | $966K | Reduce -4.9% |
| MSFT Microsoft Corp. | 0.55% | 1,850 | $958K | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.54% | 6,221 | $956K | Reduce -3.9% |
| XLF SS Financial Select Sector | 0.53% | 17,370 | $936K | Add +0.7% |
| LMT Lockheed Martin Corp. | 0.53% | 1,856 | $927K | Reduce -6.5% |
| AMGN Amgen Inc. | 0.51% | 3,203 | $904K | Reduce -6.2% |
| LRCX Lam Research Corp. | 0.50% | 6,504 | $871K | Reduce -22.4% |
| IWD iShares Russell 1000 Value E | 0.46% | 3,979 | $810K | No change |
| NTAP Netapp Inc. | 0.45% | 6,746 | $799K | Reduce -31.4% |
| SBUX Starbucks Corp. | 0.45% | 9,326 | $789K | Reduce -4.5% |
| MRK Merck & Co. Inc. | 0.44% | 9,170 | $770K | Reduce -4.5% |
| BMY Bristol-Myers Squibb Co. | 0.44% | 16,996 | $767K | Reduce -5.0% |
| GIS General Mills Inc. | 0.43% | 14,916 | $752K | Reduce -4.3% |
| CMCSA Comcast Corp. Class A | 0.39% | 22,063 | $693K | Reduce -4.3% |
| XOM Exxon Mobil Corp. | 0.39% | 6,096 | $687K | Reduce -2.8% |
| AOA iShares Core 80/20 Aggressiv | 0.37% | 7,353 | $648K | Reduce -3.7% |
| NVDA Nvidia Corp. | 0.36% | 3,361 | $627K | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 8,997 | $587K | No change |
| CL Colgate-Palmolive Co. | 0.33% | 7,189 | $575K | Reduce -3.7% |
| SCHW Schwab (charles) Corp. | 0.32% | 5,879 | $561K | New |
| MDY State Street SPDR S&P Midcap | 0.31% | 920 | $548K | Add +0.8% |
| XLC SS Comm Select Sector SPDR | 0.29% | 4,335 | $513K | No change |
| TSLA Tesla Inc. | 0.29% | 1,142 | $508K | Reduce -0.3% |
| XLY SS Consumer Disc Select Sect | 0.28% | 2,035 | $488K | No change |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.27% | 12,044 | $476K | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.21% | 1,663 | $365K | Add +0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 1,872 | $355K | Add +0.9% |
| BND Vanguard Total Bond Market | 0.18% | 4,338 | $323K | Add +17.6% |
| META Meta Platforms Inc. Class A | 0.17% | 410 | $301K | Add +6.5% |
| GLD SPDR Gold Shares | 0.17% | 847 | $301K | No change |
| VOO Vanguard S&P 500 ETF | 0.16% | 445 | $273K | No change |
| IJR iShares Core S&P Small-Cap E | 0.15% | 2,171 | $258K | No change |
| FOXA Fox Corp. Class A | 0.14% | 3,793 | $239K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 811 | $238K | No change |
| AOR iShares Core 60/40 Balanced | 0.13% | 3,638 | $234K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.13% | 2,867 | $225K | Add +0.2% |
| VHT Vanguard Health Care ETF | 0.13% | 847 | $220K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.12% | 1,333 | $219K | No change |
| GILD Gilead Sciences Inc. | 0.12% | 1,972 | $219K | Add +9.2% |
| DVY iShares Select Dividend ETF | 0.12% | 1,537 | $218K | No change |
| CVX Chevron Corp. | 0.12% | 1,346 | $209K | New |
| BIV Vanguard Intermediate-Term B | 0.12% | 2,637 | $206K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -8.8% | 3.64% | −0.74 |
| USFR Wisdomtree Floating Rate Tre | Reduce -5.7% | 3.77% | −0.63 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -3.1% | 2.30% | −0.31 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.29 |
| TIP iShares Tips Bond ETF | Reduce -1.3% | 2.68% | −0.27 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.9% | 2.03% | −0.24 |
| V Visa Inc. Class A | Reduce -15.6% | 0.65% | −0.23 |
| NTAP Netapp Inc. | Reduce -31.4% | 0.45% | −0.20 |
| ETN Eaton Corp. PLC | Reduce -17.2% | 0.66% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 5.75% | −0.16 |
| TFLO iShares Treasury Floating Ra | Reduce -4.5% | 1.07% | −0.16 |
| AVGO Broadcom Inc. | Reduce -21.9% | 0.82% | −0.14 |
| IBM Intl Business Machines Corp. | Reduce -2.0% | 0.80% | −0.14 |
| NOBL Proshares S&P 500 Dividend A | Reduce -1.7% | 1.47% | −0.14 |
| KR Kroger Co. | Reduce -2.5% | 0.68% | −0.14 |
| CGDV Cap Group Dividend Value | Reduce -9.1% | 0.98% | −0.13 |
| TWST Twist Bioscience Corp. | Sold out | 0.00% | −0.13 |
| CMCSA Comcast Corp. Class A | Reduce -4.3% | 0.39% | −0.12 |
| SBUX Starbucks Corp. | Reduce -4.5% | 0.45% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -3.9% | 0.54% | −0.10 |
| CL Colgate-Palmolive Co. | Reduce -3.7% | 0.33% | −0.10 |
| AMGN Amgen Inc. | Reduce -6.2% | 0.51% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.0% | 0.44% | −0.08 |
| GIS General Mills Inc. | Reduce -4.3% | 0.43% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -4.9% | 0.55% | −0.06 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -1.4% | 0.83% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -6.5% | 0.53% | −0.05 |
| MCD McDonald's Corp. | Reduce -2.3% | 0.58% | −0.05 |
| MSFT Microsoft Corp. | Reduce -1.2% | 0.55% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -4.5% | 0.44% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.8% | 0.39% | −0.03 |
| MDT Medtronic PLC | Reduce -4.8% | 0.56% | −0.03 |
| AOA iShares Core 80/20 Aggressiv | Reduce -3.7% | 0.37% | −0.03 |
| XLK SS Technology Select Sector | Reduce -3.4% | 0.71% | −0.02 |
| LRCX Lam Research Corp. | Reduce -22.4% | 0.50% | −0.01 |
| CGUS Cap Group Core Equity | Reduce -1.9% | 0.27% | −0.01 |
| HD Home Depot Inc. | Reduce -2.0% | 0.69% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -4.0% | 0.59% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.3% | 0.29% | +0.06 |
| ABBV Abbvie Inc. | Reduce -2.0% | 0.79% | +0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 0.73% | +0.13 |
| AAPL Apple Inc. | Reduce -1.5% | 3.42% | +0.35 |
Portfolio Buys Q2 2025 → Q3 2025
| SCHG Schwab US Large-Cap Growth | Add +26.1% | 3.82% | +0.77 |
| SGOL Abrdn Physical Gold Shares | Add +4.3% | 7.45% | +0.72 |
| IVV iShares Core S&P 500 ETF | Add +9.0% | 8.48% | +0.55 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.9% | 14.63% | +0.43 |
| CSCO Cisco Systems Inc. | Add +290.3% | 0.59% | +0.42 |
| VXUS Vanguard Total Intl Stock | Add +11.5% | 5.45% | +0.40 |
| SCHD Schwab US DVD Equity ETF | Add +16.8% | 4.52% | +0.39 |
| SCHW Schwab (charles) Corp. | New | 0.32% | +0.32 |
| CGGR Cap Group Growth Equity | Add +9.4% | 4.04% | +0.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +12.5% | 2.00% | +0.15 |
| FOXA Fox Corp. Class A | New | 0.14% | +0.14 |
| CVX Chevron Corp. | New | 0.12% | +0.12 |
| BIV Vanguard Intermediate-Term B | New | 0.12% | +0.12 |
| NVDA Nvidia Corp. | Add +0.3% | 0.36% | +0.03 |
| BND Vanguard Total Bond Market | Add +17.6% | 0.18% | +0.01 |
| GILD Gilead Sciences Inc. | Add +9.2% | 0.12% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.2% | 0.13% | −0.00 |
| META Meta Platforms Inc. Class A | Add +6.5% | 0.17% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.9% | 0.20% | −0.01 |
| MDY State Street SPDR S&P Midcap | Add +0.8% | 0.31% | −0.01 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.21% | −0.02 |
| XLF SS Financial Select Sector | Add +0.7% | 0.53% | −0.03 |
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 |