MRWM Advisors, LLC - Portfolio overview

MRWM Advisors, LLC has 80 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 14.32%
2. SGOL - ABERDEEN PHYSICAL GOLD SHARES ETF, 7.81%
3. IVV - ISHARES TR CORE S&P500 ETF, 7.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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