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Manager record

Mw Advisory, Llc

CIK 2149104 · 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.

$252.00MReported 13F valueQ3 2026 · as filed
152Holdings listed
+0.7%vs prior quartervalue change includes market moves
2Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2026 to Q3 2026Q2 2026: $250.3M$250.3MQ2 2026139 holdingsQ3 2026: $252.0M$252.0MQ3 2026152 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
Oct 19 2026 13F-HR · period Q3 2026

$252.00M · 152 holdings listed · View original SEC filing ↗
Aug 07 2026 13F-HR · period Q2 2026

$250.26M · 139 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: Q3 2026 · latest filing Oct 19, 2026 · Change methodology