MRWM Advisors
MRWM Advisors reported 80 stocks worth $243M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are GMMF (17.5%), VTI (12.9%) and IVV (6.4%). Compared with Q1 2026, the fund opened new positions in GMMF, UNP and TOL, added to VTI, IVV and SGOL, trimmed SGOV, AAPL and VBIL and sold out of COP and META.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GMMF Blackrock ETF Trust | $42.6M | 17.5% | 424K | New position | 1 of 7 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $31.5M | 12.9% | 85K | +1,431 (+2%) | 7 of 7 | |
| 3 |  IVV Ishares TR | $15.6M | 6.4% | 21K | +184 (+1%) | 7 of 7 | |
| 4 |  SGOL Etfs Gold TR | $12.9M | 5.3% | 337K | +8,785 (+3%) | 7 of 7 | |
| 5 |  VTV Vanguard Index Fds | $10.8M | 4.4% | 49K | +1,428 (+3%) | 7 of 7 | |
| 6 |  VXUS Vanguard Star Fds | $9.6M | 4.0% | 112K | +2,199 (+2%) | 6 of 7 | |
| 7 |  CGGR Capital Group Growth | $9.3M | 3.8% | 197K | +7,672 (+4%) | 7 of 7 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $8.3M | 3.4% | 11K | +258 (+2%) | 7 of 7 | |
| 9 |  SGOV Ishares TR | $8M | 3.3% | 80K | −4,425 (−5%) | 3 of 7 | |
| 10 |  SCHD Schwab US Dividend Equity ETF | $7.1M | 2.9% | 225K | +3,740 (+2%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MRWM Advisors 13F FAQ
What does MRWM Advisors own?
MRWM Advisors reported 80 stocks worth $243M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are GMMF (17.5%), VTI (12.9%) and IVV (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did MRWM Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 19 added to, 45 trimmed and 2 sold out. New positions include GMMF, UNP and TOL. It sold all of COP and META.
When will MRWM Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is MRWM Advisors's portfolio worth?
The Q2 2026 filing reports $243M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.