MRWM Advisors, LLC
SEC Form 13F institutional filer · CIK 0001732949
13F-HR · 47 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
73.8%
MRWM Advisors, LLC — $99.4M AUM allocation strategy
MRWM Advisors, LLC files SEC Form 13F and reports $99.4M of long US equity value across 47 reported holdings for 2026-03-31.
Its largest sector bet is Financials 13.9%, followed by Information Technology 10.6% and Health Care 3.5%.
The top 10 holdings account for 74% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MRWM Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$99.4M
total across 47 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
74% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CMCSA +11K sh · +$307K+$BMY +8.45K sh · +$558K+$GIS +7.78K sh · +$231K
Biggest trims (shares)
−$IVV −5.8K sh · −$1.14M−$SPY −3.98K sh · −$3.05M−$NVDA −1.48K sh · −$299K
Exited to nil (held last quarter, gone now)
$AMZN ($507K last qtr)$SPYM ($231K last qtr)$GOOGL ($212K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage12.9%—
- Technology Hardware, Storage & Peripherals5.6%—
- Biotechnology2.4%—
- Semiconductor Materials & Equipment1.4%—
- Semiconductors1.4%—
- Food Retail1.3%—
- Interactive Media & Services1.3%—
- IT Consulting & Other Services1.2%—
- Other holdings72.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 408K | $12.8M | -1.31K | 12.9% |
| $AAPL | Apple Inc | 21.7K | $5.52M | -362 | 5.5% |
| $LRCX | Lam Research Corporation | 6.25K | $1.34M | -219 | 1.3% |
| $AVGO | Broadcom Inc | 4.26K | $1.32M | -85 | 1.3% |
| $ABBV | AbbVie Inc | 5.87K | $1.28M | -96 | 1.3% |
| $KR | Kroger Company | 17.5K | $1.27M | -101 | 1.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 4.38K | $1.26M | -213 | 1.3% |
…and 40 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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