Entity type
Company
Filer Snapshot
MRWM Advisors, LLC
CIK 0001732949. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
21
Latest filing
21 Apr 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$184.45M
74 holdings for Q1 2026
Open portfolioLargest parsed holding
VTI
$26.86M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
Browse insider filingsSave this filer page
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 21 Apr 2026 for CIK 0001732949.
- Ownership signals
-
SEC value by filing type
Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.
Latest 13F portfolio$184.45MQuarterly institutional portfolio holdings.
Latest 13F portfolio value
$184.45MMarket value from the latest parsed Form 13F portfolio.
Largest 13F positions
VTI SGOL IVV VTV VXUS+15 more
SGOV CGGR SPY SCHD VBIL NOBL BIL AAPL SCHG TIP VIG VGSH CGDV HEFA LRCXLargest symbols in the latest parsed 13F information table.
Largest 13F positions
Largest symbols in the latest parsed Form 13F information table.
VTI SGOL IVV VTV VXUS SGOV CGGR SPY+12 more
SCHD VBIL NOBL BIL AAPL SCHG TIP VIG VGSH CGDV HEFA LRCXHow to read these SEC values
- Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
- Open the linked research paths when you need to verify the exact SEC filing behind a value.
- Business address
- 1614 16 Th Avenue South, Nashville, TN, 37212
- State of incorporation
- TN
- Fiscal year-end
- 31 December
- Former SEC names
- Cypress Capital Advisors, LLC (to 27 Aug 2025)
Ownership signals
1 signal
Identity
1 identity field
SEC profile 3 profile fields
Filer intelligence
What SEC filings say about MRWM Advisors, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $184.45M across 74 reported holdings for Q1 2026.
- Largest parsed 13F holding: VTI at $26.86M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
40%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$72.88M
Compared with $184.45M total 13F value.
Top 5 net change
+$2.98M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: SGOV ยท Largest trim: USFR
VTI
SGOL
IVV
VTV
VXUS
Other holdings
Latest update
What changed recently for MRWM Advisors, LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
21 Apr 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 21 Apr 2026.
Benchmark Context
Benchmark context for this company
MRWM Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001732949 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
21
First seen
28 Oct 2024
Latest filing
21 Apr 2026
Entity
Company
Observed form types
13F-HR
13F-NT
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 21 SEC filings for MRWM Advisors, LLC.
13F-HR
13F-HR filing
- Filing date
- 21 Apr 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 26 Jan 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 28 Oct 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 27 Aug 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 27 Aug 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 27 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 12 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 07 Nov 2024
- Reporting date
- 31 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 07 Nov 2024
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 07 Nov 2024
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 07 Nov 2024
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 07 Nov 2024
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing