Long-term investor

Mpwm Advisory Solutions, LLC @mpwmadvisorysolutionsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056693).

Record

  • Tracked since 2025-06-30 (431 days), 63 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.5% · 6 months +10.7% · 1 year +17.8% · all +17.8%
  • Max drawdown -3.3% · Sharpe 0.89 · win rate 28% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 16.7% · long · since 2025-06-30
  • 78464A805 · 9.3% · long · since 2025-06-30
  • QQQ · 5.0% · long · since 2025-06-30
  • 78464A664 · 4.3% · long · since 2025-06-30
  • 464287655 · 3.4% · long · since 2025-06-30
  • 33740U752 · 2.9% · long · since 2025-06-30
  • 92189H748 · 2.5% · long · since 2025-06-30
  • 46138G649 · 2.4% · long · since 2025-06-30
  • 25434V401 · 2.1% · long · since 2025-06-30
  • 81369Y704 · 2.0% · long · since 2025-06-30
  • 78464A409 · 2.0% · long · since 2025-09-30
  • 46138E339 · 1.9% · long · since 2026-03-31

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