MRWM Advisors, LLC - Portfolio Stock Holdings

MRWM Advisors, LLC disclosed 82 stock positions in a recent SEC 13F filing. $243,306,206 of stock holdings were filed, with the largest holdings including GMMF, VTI, and IVV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $431,661,454 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.