MRWM Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), MRWM Advisors, LLC reported 74 stock positions worth $184.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 14.6% of the portfolio, followed by Abrdn Physical Gold Shares (SGOL, 7.9%) and iShares Core S&P 500 ETF (IVV, 7.3%). Compared with Q4 2025, it opened 3 new positions, sold out of 5, added to 24 and reduced 38. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +933%) and the biggest sale Wisdomtree Floating Rate Tre (USFR, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- NASHVILLE, TN
- CIK
- 0001732949
- Portfolio Value
- $184.4M (Q1 2026)
- SEC Filing
- 0001754960-26-000284 ↗ filed Apr 21, 2026
Holdings Value
Holdings 74 stocks · $184.4M
| VTI VG Morningstar TS MKT ETF-US | 14.56% | 83,720 | $26.9M | Add +1.9% |
| SGOL Abrdn Physical Gold Shares | 7.94% | 328,297 | $14.6M | Reduce -3.5% |
| IVV iShares Core S&P 500 ETF | 7.29% | 20,587 | $13.4M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.11% | 48,039 | $9.4M | Add +42.4% |
| VXUS Vanguard Total Intl Stock | 4.61% | 110,205 | $8.5M | Add +2.5% |
| SGOV iShares 0-3 Month Treasury B | 4.60% | 84,246 | $8.5M | Add +932.9% |
| CGGR Cap Group Growth Equity | 4.12% | 188,998 | $7.6M | Add +5.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.83% | 10,860 | $7.1M | Reduce -26.8% |
| SCHD Schwab US DVD Equity ETF | 3.67% | 220,794 | $6.8M | Reduce -0.3% |
| VBIL Vanguard 0-3M T-Bill ETF | 3.38% | 82,505 | $6.2M | Reduce -9.5% |
| NOBL Proshares S&P 500 Dividend A | 3.30% | 57,501 | $6.1M | Reduce -23.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.20% | 64,423 | $5.9M | Add +7.1% |
| AAPL Apple Inc. | 2.99% | 21,741 | $5.5M | Reduce -1.6% |
| SCHG Schwab US Large-Cap Growth | 2.81% | 178,174 | $5.2M | Reduce -0.4% |
| TIP iShares Tips Bond ETF | 2.41% | 40,346 | $4.5M | Reduce -5.2% |
| VIG Vanguard Dividend Apprec ETF | 1.93% | 16,561 | $3.6M | Add +14.8% |
| VGSH Vanguard Short-Term Treasury | 1.82% | 57,273 | $3.4M | Add +20.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.89% | 38,474 | $1.6M | Reduce -4.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.82% | 35,783 | $1.5M | Reduce -3.2% |
| LRCX Lam Research Corp. | 0.72% | 6,254 | $1.3M | Reduce -3.4% |
| AVGO Broadcom Inc. | 0.71% | 4,258 | $1.3M | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.69% | 5,872 | $1.3M | Reduce -1.6% |
| KR Kroger Co. | 0.69% | 17,508 | $1.3M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.68% | 4,379 | $1.3M | Reduce -4.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 4,962 | $1.2M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.63% | 14,991 | $1.2M | Reduce -1.3% |
| AMGN Amgen Inc. | 0.60% | 3,141 | $1.1M | Reduce -1.2% |
| XLK SS Technology Select Sector | 0.60% | 8,292 | $1.1M | Reduce -6.3% |
| ETN Eaton Corp. PLC | 0.59% | 3,055 | $1.1M | Reduce -1.2% |
| LMT Lockheed Martin Corp. | 0.59% | 1,807 | $1.1M | Reduce -1.7% |
| MRK Merck & Co. Inc. | 0.58% | 8,968 | $1.1M | Add +7.7% |
| MCD McDonald's Corp. | 0.55% | 3,280 | $1.0M | Reduce -1.4% |
| V Visa Inc. Class A | 0.55% | 3,352 | $1.0M | Reduce -0.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.55% | 12,830 | $1.0M | New |
| XOM Exxon Mobil Corp. | 0.51% | 5,571 | $945K | Reduce -8.8% |
| LOW Lowe's Cos Inc. | 0.51% | 3,998 | $945K | Add +2.0% |
| HD Home Depot Inc. | 0.51% | 2,849 | $937K | Reduce -2.9% |
| BMY Bristol-Myers Squibb Co. | 0.50% | 15,326 | $930K | Add +122.8% |
| MDT Medtronic PLC | 0.48% | 10,215 | $885K | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.47% | 6,062 | $876K | Add +5.7% |
| IWD iShares Russell 1000 Value E | 0.47% | 4,037 | $863K | Add +1.5% |
| SCHW Schwab (charles) Corp. | 0.46% | 9,009 | $847K | Reduce -1.3% |
| XLF SS Financial Select Sector | 0.45% | 16,978 | $838K | Reduce -2.3% |
| SBUX Starbucks Corp. | 0.42% | 8,719 | $781K | Add +108.1% |
| QCOM Qualcomm Inc. | 0.39% | 5,543 | $714K | Reduce -4.0% |
| NTAP Netapp Inc. | 0.38% | 6,794 | $696K | Add +1.8% |
| MSFT Microsoft Corp. | 0.37% | 1,868 | $691K | Reduce -2.1% |
| MDY State Street SPDR S&P Midcap | 0.36% | 1,068 | $659K | Add +21.6% |
| AOA iShares Core 80/20 Aggressiv | 0.33% | 6,875 | $608K | Reduce -0.1% |
| CL Colgate-Palmolive Co. | 0.32% | 6,998 | $596K | Add +129.7% |
| CMCSA Comcast Corp. Class A | 0.30% | 19,596 | $563K | Add +128.8% |
| GIS General Mills Inc. | 0.28% | 14,075 | $524K | Add +123.7% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.26% | 12,666 | $487K | Add +5.0% |
| XLC SS Comm Select Sector SPDR | 0.26% | 4,335 | $481K | No change |
| XLY SS Consumer Disc Select Sect | 0.24% | 4,070 | $444K | No change |
| TSLA Tesla Inc. | 0.23% | 1,140 | $424K | Reduce -1.6% |
| USFR Wisdomtree Floating Rate Tre | 0.23% | 8,403 | $423K | Reduce -93.6% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 2,195 | $421K | Add +11.0% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 5,362 | $362K | Reduce -40.4% |
| BND Vanguard Total Bond Market | 0.19% | 4,837 | $356K | Add +12.6% |
| GLD SPDR Gold Shares | 0.19% | 827 | $356K | Reduce -2.4% |
| NVDA Nvidia Corp. | 0.17% | 1,810 | $316K | Reduce -45.0% |
| SU Suncor Energy Inc. | 0.17% | 4,630 | $306K | No change |
| GILD Gilead Sciences Inc. | 0.15% | 1,984 | $277K | No change |
| CVX Chevron Corp. | 0.14% | 1,261 | $261K | Reduce -6.5% |
| VOO Vanguard S&P 500 ETF | 0.13% | 395 | $236K | Reduce -11.2% |
| AOR iShares Core 60/40 Balanced | 0.13% | 3,633 | $234K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 811 | $233K | No change |
| DVY iShares Select Dividend ETF | 0.13% | 1,537 | $233K | No change |
| COP Conocophillips | 0.13% | 1,751 | $231K | New |
| VHT Vanguard Health Care ETF | 0.13% | 847 | $231K | No change |
| FOXA Fox Corp. Class A | 0.12% | 3,840 | $224K | No change |
| META Meta Platforms Inc. Class A | 0.12% | 371 | $212K | Add +12.1% |
| TWST Twist Bioscience Corp. | 0.11% | 4,339 | $206K | New |
Portfolio Sells Q4 2025 → Q1 2026
| USFR Wisdomtree Floating Rate Tre | Reduce -93.6% | 0.23% | −3.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -26.8% | 3.83% | −1.60 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −1.01 |
| NOBL Proshares S&P 500 Dividend A | Reduce -23.0% | 3.30% | −0.87 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.4% | 2.81% | −0.32 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -9.5% | 3.38% | −0.30 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.27 |
| AAPL Apple Inc. | Reduce -1.6% | 2.99% | −0.23 |
| NVDA Nvidia Corp. | Reduce -45.0% | 0.17% | −0.16 |
| QCOM Qualcomm Inc. | Reduce -4.0% | 0.39% | −0.14 |
| IBM Intl Business Machines Corp. | Reduce -0.7% | 0.65% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.14 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.12 |
| IJH iShares Core S&P Midcap ETF | Reduce -40.4% | 0.20% | −0.12 |
| MSFT Microsoft Corp. | Reduce -2.1% | 0.37% | −0.12 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.11 |
| TIP iShares Tips Bond ETF | Reduce -5.2% | 2.41% | −0.10 |
| AVGO Broadcom Inc. | Reduce -2.0% | 0.71% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -4.6% | 0.68% | −0.09 |
| XLK SS Technology Select Sector | Reduce -6.3% | 0.60% | −0.09 |
| V Visa Inc. Class A | Reduce -0.6% | 0.55% | −0.09 |
| XLF SS Financial Select Sector | Reduce -2.3% | 0.45% | −0.06 |
| MDT Medtronic PLC | Reduce -1.2% | 0.48% | −0.05 |
| CGDV Cap Group Dividend Value | Reduce -4.1% | 0.89% | −0.05 |
| TSLA Tesla Inc. | Reduce -1.6% | 0.23% | −0.05 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.69% | −0.04 |
| HD Home Depot Inc. | Reduce -2.9% | 0.51% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -1.3% | 0.46% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -11.2% | 0.13% | −0.02 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.1% | 0.33% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -1.3% | 0.63% | +0.00 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -3.2% | 0.82% | +0.00 |
| MCD McDonald's Corp. | Reduce -1.4% | 0.55% | +0.01 |
| GLD SPDR Gold Shares | Reduce -2.4% | 0.19% | +0.01 |
| CVX Chevron Corp. | Reduce -6.5% | 0.14% | +0.03 |
| AMGN Amgen Inc. | Reduce -1.2% | 0.60% | +0.04 |
| ETN Eaton Corp. PLC | Reduce -1.2% | 0.59% | +0.06 |
| KR Kroger Co. | Reduce -0.6% | 0.69% | +0.10 |
| LMT Lockheed Martin Corp. | Reduce -1.7% | 0.59% | +0.12 |
| XOM Exxon Mobil Corp. | Reduce -8.8% | 0.51% | +0.12 |
| LRCX Lam Research Corp. | Reduce -3.4% | 0.72% | +0.13 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.3% | 3.67% | +0.41 |
| SGOL Abrdn Physical Gold Shares | Reduce -3.5% | 7.94% | +0.44 |
Portfolio Buys Q4 2025 → Q1 2026
| SGOV iShares 0-3 Month Treasury B | Add +932.9% | 4.60% | +4.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +42.4% | 5.11% | +1.65 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.55% | +0.55 |
| VGSH Vanguard Short-Term Treasury | Add +20.9% | 1.82% | +0.33 |
| BMY Bristol-Myers Squibb Co. | Add +122.8% | 0.50% | +0.30 |
| VXUS Vanguard Total Intl Stock | Add +2.5% | 4.61% | +0.26 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +7.1% | 3.20% | +0.25 |
| SBUX Starbucks Corp. | Add +108.1% | 0.42% | +0.23 |
| VIG Vanguard Dividend Apprec ETF | Add +14.8% | 1.93% | +0.23 |
| CL Colgate-Palmolive Co. | Add +129.7% | 0.32% | +0.19 |
| CMCSA Comcast Corp. Class A | Add +128.8% | 0.30% | +0.17 |
| GIS General Mills Inc. | Add +123.7% | 0.28% | +0.13 |
| COP Conocophillips | New | 0.13% | +0.13 |
| MRK Merck & Co. Inc. | Add +7.7% | 0.58% | +0.11 |
| TWST Twist Bioscience Corp. | New | 0.11% | +0.11 |
| MDY State Street SPDR S&P Midcap | Add +21.6% | 0.36% | +0.07 |
| PG The Procter & Gamble Co. | Add +5.7% | 0.47% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +11.0% | 0.23% | +0.03 |
| BND Vanguard Total Bond Market | Add +12.6% | 0.19% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +1.5% | 0.47% | +0.02 |
| LOW Lowe's Cos Inc. | Add +2.0% | 0.51% | +0.01 |
| CGUS Cap Group Core Equity | Add +5.0% | 0.26% | +0.00 |
| META Meta Platforms Inc. Class A | Add +12.1% | 0.12% | −0.00 |
| NTAP Netapp Inc. | Add +1.8% | 0.38% | −0.01 |
| CGGR Cap Group Growth Equity | Add +5.1% | 4.12% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.9% | 14.56% | −0.23 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 7.29% | −0.27 |
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 |