13F Filings History of MPWM ADVISORY SOLUTIONS, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$176,143,177
Signature - Title
Evelyn Perez - Chief Compliance Officer
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by MPWM ADVISORY SOLUTIONS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MPWM ADVISORY SOLUTIONS, LLC reported 536 stock holdings with total value $176,143,177 as of Q4 2025. Top holdings included SPY, SPTM, QQQ, QQQM, and SPTL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 536 $176,143,177 +$23,547,780 -$15,021,918 +$8,525,862 SPY, SPTM, QQQ, QQQM, SPTL 13F-HR 17 Feb 2026, 13:04
Q3 2025 517 $168,176,363 +$5,911,278 -$5,833,677 +$77,601 SPY, SPTM, QQQ, SPTL, QQQM 13F-HR 14 Nov 2025, 12:26
Q2 2025 525 $157,971,307 +$15,044,912 -$6,482,396 +$8,562,516 SPY, SPTM, QQQ, SPTL, QQQM 13F-HR 14 Aug 2025, 14:48
Q1 2025 732 $137,798,461 +$13,651,691 -$7,480,377 +$6,171,314 SPY, SPTM, SPTL, QQQ, QQQM 13F-HR 15 May 2025, 14:17
Q4 2024 736 $136,817,787 $0 $0 $0 SPY, SPTM, SPTL, QQQM, QQQ 13F-HR 14 Feb 2025, 17:39