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Evelyn Perez

Mpwm Advisory Solutions, Llc

Assets Managed
$188.755M
Holdings
577
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
5.15%(2Q avg: 5.95%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mpwm Advisory Solutions, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 577 positions.

Assets under management

The assets under management (AUM) of Mpwm Advisory Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 188.755M in assets, with a quarterly growth rate of 5.15% and a 2-quarter average growth rate of 5.95%. The portfolio is managed by Evelyn Perez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.47%
17.11%
$32.29M
49,651 shares@ $650.35 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 2.29%
8.74%
$16.491M
208,592 shares@ $79.07 avg price
SPTL
Spdr Port Lng Trm Trsry
Recent Activity
Increased 44.33%
4.84%
$9.13M
347,157 shares@ $26.31 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 13.91%
4.62%
$8.704M
15,081 shares@ $577.18 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 1.19%
3.09%
$5.826M
23,492 shares@ $248.0 avg price
CLOI
Vaneck Clo Etf
Recent Activity
Increased 8%
2.78%
$5.231M
99,257 shares@ $52.7 avg price
BUFQ
Ft Vst Lad Nsdq Buf Etf-usdi
Recent Activity
Decreased -4.52%
2.73%
$5.148M
145,752 shares@ $35.33 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -1.68%
2.09%
$3.944M
55,624 shares@ $70.91 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -34.15%
2.09%
$3.94M
16,580 shares@ $237.63 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -0.72%
2%
$3.756M
38,365 shares@ $97.91 avg price

1-10 of 577