MRWM Advisors, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001732949 · NASHVILLE, TN

As of Sep 30, 2025, MRWM Advisors, LLC reported 74 positions worth 75.7M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD TOTAL STOCK MKT ETF	VTI	—	78,287	$25.7M	14.63%
ISHARES CORE S&P 500 ETF	IVV	—	22,248	4.9M	8.48%
ABRDN GOLD ETF TRUST	SGOL	—	355,587	3.1M	7.45%
SPDR S&P 500 ETF TRUST	SPY	—	15,150	0.1M	5.75%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	VXUS	—	130,233	$9.6M	5.45%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	290,508	$7.9M	4.52%
CAPITAL GROUP GROWTH ETF	CGGR	—	161,696	$7.1M	4.04%
SCHWAB US LARGE-CAP GROWTH	SCHG	—	210,050	$6.7M	3.82%
WISDOMTREE FLOATING RATE TREASURY FUND	USFR	—	131,882	$6.6M	3.77%
VANGUARD 0-3 MONTH TREASURY BILL ETF	VBIL	—	84,485	$6.4M	3.64%
APPLE INC	AAPL	Technology	23,574	$6.0M	3.42%
ISHARES TIPS BOND ETF	TIP	—	42,329	$4.7M	2.68%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF	BIL	—	44,088	$4.0M	2.30%
VANGUARD SHORT-TERM TREASURY INDEX FUND	VGSH	—	60,494	$3.6M	2.03%
VANGUARD VALUE INDEX FUND	VTV	—	18,843	$3.5M	2.00%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	NOBL	—	25,089	$2.6M	1.47%
ISHARES TREASURY FLOATING RATE BOND ETF	TFLO	—	37,290	.9M	1.07%
CAPITAL GROUP DIVIDEND VALUE ETF	CGDV	—	40,870	.7M	0.98%
ISHARES CURRENCY HEDGED MSCI EAFE ETF	HEFA	—	36,706	.5M	0.83%
BROADCOM INC	AVGO	Technology	4,370	.4M	0.82%
INTERNATIONAL BUSINESS MACHINES CORP	IBM	Technology	5,009	.4M	0.80%
ABBVIE INC	ABBV	Equity	6,002	.4M	0.79%
ALPHABET INC	GOOGL	Equity	5,280	.3M	0.73%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF	XLK	—	4,427	.2M	0.71%
HOME DEPOT INC	HD	Consumer Cyclical	3,005	.2M	0.69%