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Manager record

MRWM Advisors, LLC

Nashville, TN · CIK 1732949 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$243.31MReported 13F valueQ2 2026 · as filed
80Holdings listed
+31.9%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $431.5M$431.5MQ2 2025207 holdingsQ3 2025: $175.7M$175.7MQ3 202574 holdingsQ4 2025: $186.3M$186.3MQ4 202576 holdingsQ1 2026: $184.4M$184.4MQ1 202674 holdingsQ2 2026: $243.3M$243.3MQ2 202680 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$243.31M · 80 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$184.45M · 74 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$186.33M · 76 holdings listed · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$175.65M · 74 holdings listed · View original SEC filing ↗
Aug 27 2025 13F-HR · period Q2 2025

$159.84M · 72 holdings listed · View original SEC filing ↗
Aug 27 2025 13F-HR · period Q2 2025

$143.88M · 74 holdings listed · View original SEC filing ↗
Aug 27 2025 13F-HR · period Q2 2025

$127.75M · 61 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology