Institutional Fund
Mrwm Advisors, LLC
Nashville, TNCIK 17329496 filings on record
Portfolio Value
$184.45M
Q1 2026
Holdings
74
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.0%
from $186.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds14.6%
- Etfs Gold Tr7.9%
- Ishares Tr7.3%
- Vanguard Index Fds5.1%
- Vanguard Star Fds4.6%
- Ishares Tr4.6%
- Other55.9%
Portfolio Holdings
74 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 83.7K | $26.86M | 14.6% | +1.5K | Added |
| 2 | Etfs Gold Tr | 328.3K | $14.65M | 7.9% | −12.0K | Reduced |
| 3 | Ishares Tr | 20.6K | $13.45M | 7.3% | +20 | Added |
| 4 | Vanguard Index Fds | 48.0K | $9.43M | 5.1% | +14.3K | Added |
| 5 | Vanguard Star Fds | 110.2K | $8.50M | 4.6% | +2.7K | Added |
| 6 | Ishares Tr | 84.2K | $8.48M | 4.6% | +76.1K | Added |
| 7 | Capital Group Growth ETF | 189.0K | $7.60M | 4.1% | +9.1K | Added |
| 8 | Spdr S&P 500 ETF Tr | 10.9K | $7.06M | 3.8% | −4.0K | Reduced |
| 9 | Schwab Strategic Tr | 220.8K | $6.77M | 3.7% | −554 | Reduced |
| 10 | Vanguard Instl Index Fd | 82.5K | $6.24M | 3.4% | −8.6K | Reduced |
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