MRWM Advisors, LLC

NASHVILLE, TN · CIK 1732949 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNashville, TN

$243.3m reported value +31.9% vs Q1 2026

80positions

64.0%in top 10

8 new 19 added 45 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BLACKROCK ETF TRUST ISHARES GOVT MON GMMF	GMMF	424,326	$42.6m17.50%	17.50%	New
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	85,151	$31.5m12.95%	12.95%	Added +1.4k	+1,431 1.7%
3	ISHARES TR CORE S&P500 ETF IVV	IVV	20,771	$15.6m6.39%	6.39%	Added +184	+184 0.9%
4	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	337,082	$12.9m5.30%	5.30%	Added +8.8k	+8,785 2.7%
5	VANGUARD INDEX FDS VALUE ETF VTV	VTV	49,467	$10.8m4.43%	4.43%	Added +1.4k	+1,428 3.0%
6	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	112,404	$9.6m3.95%	3.95%	Added +2.2k	+2,199 2.0%
7	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	196,670	$9.3m3.82%	3.82%	Added +7.7k	+7,672 4.1%
8	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	11,118	$8.3m3.41%	3.41%	Added +258	+258 2.4%
9	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	79,821	$8.0m3.30%	3.30%	Reduced -4.4k	-4,425 -5.2%
10	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	224,534	$7.1m2.93%	2.93%	Added +3.7k	+3,740 1.7%
11	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	123,631	$6.9m2.85%	2.85%	Added +8.6k	+8,629 7.5%
12	APPLE INC COM AAPL	AAPL	21,565	$6.2m2.56%	2.56%	Reduced -176	-176 -0.8%
13	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	181,869	$6.2m2.53%	2.53%	Added +3.7k	+3,695 2.1%
14	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	76,446	$5.8m2.38%	2.38%	Reduced -6.1k	-6,059 -7.3%
15	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	62,087	$5.7m2.34%	2.34%	Reduced -2.3k	-2,336 -3.6%
16	ISHARES TR TIPS BD ETF TIP	TIP	38,959	$4.3m1.75%	1.75%	Reduced -1.4k	-1,387 -3.4%
17	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	17,597	$4.2m1.71%	1.71%	Added +1.0k	+1,036 6.3%
18	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	55,296	$3.2m1.32%	1.32%	Reduced -2.0k	-1,977 -3.5%
19	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	38,341	$1.9m0.78%	0.78%	Reduced -133	-133 -0.3%
20	ISHARES TR HDG MSCI EAFE HEFA	HEFA	34,971	$1.6m0.67%	0.67%	Reduced -812	-812 -2.3%
21	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,756	$1.6m0.67%	0.67%	Reduced -2.5k	-2,498 -39.9%
22	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	8,088	$1.5m0.63%	0.63%	Reduced -204	-204 -2.5%
23	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,136	$1.5m0.61%	0.61%	Reduced -243	-243 -5.5%
24	ABBVIE INC COM ABBV	ABBV	5,570	$1.4m0.58%	0.58%	Reduced -302	-302 -5.1%
25	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,693	$1.3m0.54%	0.54%	Reduced -269	-269 -5.4%
26	CISCO SYS INC COM CSCO	CSCO	11,182	$1.3m0.54%	0.54%	Reduced -3.8k	-3,809 -25.4%
27	BROADCOM INC COM AVGO	AVGO	3,402	$1.3m0.53%	0.53%	Reduced -856	-856 -20.1%
28	ISHARES INC MSCI EMRG CHN EMXC	EMXC	12,443	$1.3m0.52%	0.52%	Reduced -387	-387 -3.0%
29	EATON CORP PLC SHS ETN	ETN	2,900	$1.2m0.51%	0.51%	Reduced -155	-155 -5.1%
30	VISA INC COM CL A V	V	3,191	$1.1m0.45%	0.45%	Reduced -161	-161 -4.8%
31	MERCK & CO INC COM MRK	MRK	8,433	$1.1m0.45%	0.45%	Reduced -535	-535 -6.0%
32	AMGEN INC COM AMGN	AMGN	2,970	$1.1m0.44%	0.44%	Reduced -171	-171 -5.4%
33	ISHARES TR RUS 1000 VAL ETF IWD	IWD	4,037	$978.7k0.40%	0.40%	Unchanged
34	UNION PAC CORP COM UNP	UNP	3,557	$967.5k0.40%	0.40%	New
35	HOME DEPOT INC COM HD	HD	2,711	$956.1k0.39%	0.39%	Reduced -138	-138 -4.8%
36	KROGER CO COM KR	KR	16,627	$923.3k0.38%	0.38%	Reduced -881	-881 -5.0%
37	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	16,630	$891.5k0.37%	0.37%	Reduced -348	-348 -2.0%
38	LOCKHEED MARTIN CORP COM LMT	LMT	1,702	$867.1k0.36%	0.36%	Reduced -105	-105 -5.8%
39	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	14,865	$856.5k0.35%	0.35%	Reduced -461	-461 -3.0%
40	MCDONALDS CORP COM MCD	MCD	3,109	$840.4k0.35%	0.35%	Reduced -171	-171 -5.2%
41	STARBUCKS CORP COM SBUX	SBUX	8,212	$839.2k0.34%	0.34%	Reduced -507	-507 -5.8%
42	LOWES COS INC COM LOW	LOW	3,793	$836.3k0.34%	0.34%	Reduced -205	-205 -5.1%
43	PROCTER AND GAMBLE CO COM PG	PG	5,656	$829.4k0.34%	0.34%	Reduced -406	-406 -6.7%
44	SCHWAB CHARLES CORP COM SCHW	SCHW	8,741	$806.5k0.33%	0.33%	Reduced -268	-268 -3.0%
45	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,104	$776.5k0.32%	0.32%	Added +36	+36 3.4%
46	MEDTRONIC PLC SHS MDT	MDT	9,582	$749.6k0.31%	0.31%	Reduced -633	-633 -6.2%
47	EXXON MOBIL CORP COM XOM	XOM	5,277	$721.5k0.30%	0.30%	Reduced -294	-294 -5.3%
48	QUALCOMM INC COM QCOM	QCOM	3,854	$712.2k0.29%	0.29%	Reduced -1.7k	-1,689 -30.5%
49	NETAPP INC COM NTAP	NTAP	4,497	$696.0k0.29%	0.29%	Reduced -2.3k	-2,297 -33.8%
50	ISHARES TR AGGRES ALLOC ETF AOA	AOA	6,878	$671.3k0.28%	0.28%	Added +3	+3 0.0%
51	MICROSOFT CORP COM MSFT	MSFT	1,792	$668.5k0.27%	0.27%	Reduced -76	-76 -4.1%
52	COLGATE PALMOLIVE CO COM CL	CL	6,825	$625.7k0.26%	0.26%	Reduced -173	-173 -2.5%
53	TOLL BROTHERS INC COM TOL	TOL	3,513	$578.8k0.24%	0.24%	New
54	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	11,515	$512.2k0.21%	0.21%	Reduced -1.2k	-1,151 -9.1%
55	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	509	$491.2k0.20%	0.20%	New
56	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	2,272	$483.4k0.20%	0.20%	Added +77	+77 3.5%
57	GENERAL MLS INC COM GIS	GIS	13,626	$474.2k0.19%	0.19%	Reduced -449	-449 -3.2%
58	COMCAST CORP NEW CL A CMCSA	CMCSA	19,125	$469.5k0.19%	0.19%	Reduced -471	-471 -2.4%
59	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	3,964	$464.9k0.19%	0.19%	Reduced -106	-106 -2.6%
60	TESLA INC COM TSLA	TSLA	1,077	$453.0k0.19%	0.19%	Reduced -63	-63 -5.5%
61	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	4,225	$452.6k0.19%	0.19%	Reduced -110	-110 -2.5%
62	TWIST BIOSCIENCE CORP COM TWST	TWST	4,339	$446.4k0.18%	0.18%	Unchanged
63	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	8,005	$403.1k0.17%	0.17%	Reduced -398	-398 -4.7%
64	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,087	$392.3k0.16%	0.16%	Reduced -275	-275 -5.1%
65	NVIDIA CORPORATION COM NVDA	NVDA	1,810	$362.2k0.15%	0.15%	Unchanged
66	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	4,916	$360.9k0.15%	0.15%	Added +79	+79 1.6%
67	SPDR GOLD TR GOLD SHS GLD	GLD	827	$304.6k0.13%	0.13%	Unchanged
68	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,244	$261.4k0.11%	0.11%	Unchanged
69	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	374	$256.9k0.11%	0.11%	Reduced -21	-21 -5.3%
70	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	847	$253.3k0.10%	0.10%	Unchanged
71	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,481	$253.0k0.10%	0.10%	New
72	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	3,633	$252.5k0.10%	0.10%	Unchanged
73	GILEAD SCIENCES INC COM GILD	GILD	1,988	$251.2k0.10%	0.10%	Added +4	+4 0.2%
74	SUNCOR ENERGY INC NEW COM SU	SU	4,638	$249.0k0.10%	0.10%	Added +8	+8 0.2%
75	ISHARES TR SELECT DIVID ETF DVY	DVY	1,537	$240.2k0.10%	0.10%	Unchanged
76	GRAINGER W W INC COM GWW	GWW	166	$225.8k0.09%	0.09%	New
77	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	2,880	$220.9k0.09%	0.09%	New
78	CHEVRON CORP NEW COM CVX	CVX	1,263	$209.4k0.09%	0.09%	Added +2	+2 0.2%
79	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	2,289	$201.2k0.08%	0.08%	New
80	FOX CORP CL A COM FOXA	FOXA	3,851	$200.9k0.08%	0.08%	Added +11	+11 0.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CONOCOPHILLIPS COP	COP	1,751	$231.1k1.8k shares
META PLATFORMS INC META	META	371	$212.3k371 shares