Mpwm Advisory Solutions, LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$188.8M
Holdings
576
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STREET
Held since at least Q1 2024
17.1%
02
$SPTM
STATE STREET
Held since at least Q1 2024
8.7%
03
$SPTL
STATE STREET
Held since at least Q1 2024
4.8%
04
$NDQ
INVESCO QQQ
Held since at least Q1 2024
4.6%
05
$IWM
ISHARES RUSSELL
Held since at least Q1 2024
3.1%
06
$CLOI
VANECK CLO
Held since at least Q1 2024
2.8%
07
$BUFQ
FIRST TRUST
Held since at least Q1 2024
2.7%
08
$DFUS
DIMENSIONAL US
Held since at least Q1 2024
2.1%
09
$QQQM
INVESCO NASDAQ
Held since at least Q1 2024
2.1%
10
$SPYG
STATE STREET
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:52 UTC.