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MW ADVISORY, LLC

Q2 2026 13F filing

Updated 35 days ago

139 disclosed positions worth $250.3M

Portfolio value
$250.3M
Total holdings
139
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

K
1.KO

COCA COLA CO

Value
$62.2M
Shares
765.2K
% Port
24.85%
?
2.N/A

INVESCO EXCH TRD SLF IDX FD

Value
$16.6M
Shares
241.5K
% Port
6.61%
J
3.JBI

JANUS INTERNATIONAL GROUP IN

Value
$12.1M
Shares
2.18M
% Port
4.84%
N

NVIDIA CORPORATION

Value
$10.8M
Shares
53.9K
% Port
4.31%
E

ISHARES TR

Value
$8.6M
Shares
11.4K
% Port
3.43%
A

APPLE INC

Value
$7.9M
Shares
27.4K
% Port
3.16%
M

MICROSOFT CORP

Value
$7.9M
Shares
21.1K
% Port
3.14%
V

VANGUARD INDEX FDS

Value
$7.5M
Shares
10.9K
% Port
2.98%
G

ALPHABET INC

Value
$4.1M
Shares
11.5K
% Port
1.64%
G

ALPHABET INC

Value
$3.9M
Shares
11.1K
% Port
1.57%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$3.9M
Shares
8.1K
% Port
1.55%
A
12.AMZN

AMAZON COM INC

Value
$3.6M
Shares
15.1K
% Port
1.44%
S
13.SPY

STATE STR SPDR S&P 500 ETF T

Value
$3.6M
Shares
4.8K
% Port
1.42%
V
14.VGES

VANGUARD INDEX FDS

Value
$3.1M
Shares
14.4K
% Port
1.26%
L
15.LLY

ELI LILLY & CO

Value
$3M
Shares
2.5K
% Port
1.19%
A
16.AVGO

BROADCOM INC

Value
$2.9M
Shares
7.6K
% Port
1.15%
M
17.META

META PLATFORMS INC

Value
$2.8M
Shares
4.9K
% Port
1.10%
M

MORGAN STANLEY

Value
$2.2M
Shares
10.6K
% Port
0.89%
E
19.ETHA

ISHARES INC

Value
$2.1M
Shares
21.0K
% Port
0.86%
B

BERKSHIRE HATHAWAY INC DEL

Value
$2.1M
Shares
4.2K
% Port
0.84%
E
21.ETHA

ISHARES TR

Value
$2.1M
Shares
21.2K
% Port
0.84%
V
22.VGES

VANGUARD INDEX FDS

Value
$2.1M
Shares
24.3K
% Port
0.84%
?
23.N/A

AMERICAN CENTY ETF TR

Value
$2M
Shares
15.8K
% Port
0.79%
V
24.VGES

VANGUARD WHITEHALL FDS

Value
$1.8M
Shares
11.5K
% Port
0.72%
T
25.TSLA

TESLA INC

Value
$1.8M
Shares
4.2K
% Port
0.71%
V
26.V

VISA INC

Value
$1.8M
Shares
5.2K
% Port
0.71%
V
27.VGES

VANGUARD INDEX FDS

Value
$1.7M
Shares
4.6K
% Port
0.69%
P
28.PDI

PIMCO ETF TR

Value
$1.7M
Shares
63.6K
% Port
0.67%
?
29.N/A

ISHARES TR

Value
$1.7M
Shares
53.2K
% Port
0.67%
E
30.ETHA

ISHARES TR

Value
$1.6M
Shares
12.7K
% Port
0.63%
E
31.ETHA

ISHARES TR

Value
$1.5M
Shares
15.2K
% Port
0.61%
E
32.ETHA

ISHARES TR

Value
$1.5M
Shares
15.8K
% Port
0.61%
C
33.COST

COSTCO WHOLESALE CORPORATION

Value
$1.5M
Shares
1.6K
% Port
0.60%
E
34.ETHA

ISHARES TR

Value
$1.5M
Shares
19.4K
% Port
0.60%
A
35.AMAT

APPLIED MATLS INC

Value
$1.5M
Shares
2.0K
% Port
0.58%
M
36.MU

MICRON TECHNOLOGY INC

Value
$1.4M
Shares
1.2K
% Port
0.57%
E
37.ETHA

INVESCO EXCH TRADED FD TR II

Value
$1.4M
Shares
4.7K
% Port
0.56%
L
38.LRCX

LAM RESEARCH CORP

Value
$1.4M
Shares
3.2K
% Port
0.55%
A
39.AMD

ADVANCED MICRO DEVICES INC

Value
$1.4M
Shares
2.4K
% Port
0.55%
A

ASML HLDG NV

Value
$1.4M
Shares
691
% Port
0.55%
H
41.HD

HOME DEPOT INC

Value
$1.4M
Shares
3.8K
% Port
0.54%
S
42.SNDK

SANDISK CORP

Value
$1.3M
Shares
590
% Port
0.54%
W
43.WMT

WALMART INC

Value
$1.3M
Shares
11.6K
% Port
0.52%
B
44.BX

VANGUARD SPECIALIZED FUNDS

Value
$1.3M
Shares
5.5K
% Port
0.52%
W
45.WDC

WESTERN DIGITAL CORP

Value
$1.2M
Shares
1.9K
% Port
0.49%
J
46.JNJ

JOHNSON & JOHNSON

Value
$1.1M
Shares
4.5K
% Port
0.45%
A
47.AMGN

AMGEN INC

Value
$1.1M
Shares
2.9K
% Port
0.42%
A
48.ABBV

ABBVIE INC

Value
$1M
Shares
4.2K
% Port
0.42%
E
49.ETHA

ISHARES INC

Value
$989K
Shares
11.9K
% Port
0.40%
A
50.AFL

AFLAC INC

Value
$843K
Shares
7.2K
% Port
0.34%