Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| KOCoca Cola Co | $62.2M | 24.8% | |
| OMFLInvesco Exch Trd Slf Idx Fd | $16.6M | 6.6% | |
| JBIJanus International Group In | $12.1M | 4.8% | |
| NVDANvidia Corporation | $10.8M | 4.3% | |
| IVVIshares Tr | $8.6M | 3.4% | |
| AAPLApple Inc | $7.9M | 3.2% | |
| MSFTMicrosoft Corp | $7.9M | 3.1% | |
| VOOVanguard Index Fds | $7.5M | 3.0% | |
| GOOGLAlphabet Inc | $4.1M | 1.6% | |
| GOOGAlphabet Inc | $3.9M | 1.6% | |
| TSMTaiwan Semiconductor Manufac | $3.9M | 1.5% | |
| AMZNAmazon Com Inc | $3.6M | 1.4% | |
| SPYState Str Spdr S&p 500 Etf T | $3.6M | 1.4% | |
| VTVVanguard Index Fds | $3.1M | 1.3% | |
| LLYEli Lilly & Co | $3.0M | 1.2% | |
| AVGOBroadcom Inc | $2.9M | 1.2% | |
| METAMeta Platforms Inc | $2.8M | 1.1% | |
| MSMorgan Stanley | $2.2M | 0.9% | |
| EMXCIshares Inc | $2.1M | 0.9% | |
| BRK/BBerkshire Hathaway Inc Del | $2.1M | 0.8% | |
| AGGIshares Tr | $2.1M | 0.8% | |
| VUGVanguard Index Fds | $2.1M | 0.8% | |
| AVUVAmerican Centy Etf Tr | $2.0M | 0.8% | |
| VYMVanguard Whitehall Fds | $1.8M | 0.7% | |
| TSLATesla Inc | $1.8M | 0.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mw Advisory, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2149104&type=13F-HR&dateb=&owner=include&count=40CIK 2149104
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2149104/000214910426000001/Filed August 7, 2026 · accession 0002149104-26-000001