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MPWM Advisory Solutions, LLC
MPWM Advisory Solutions, LLC is an independent investment advisory firm based in Alpharetta, Georgia, United States. Founded by Steven J. Mayer in 2013, the firm provides personal financial planning and investment management services to individuals and high net worth clients. As of 2025, MPWM has approximately 20 employees and manages more than $320 million in assets for a diverse client base, with a particular focus on individuals and families seeking customized financial solutions.
Investment Strategy
MPWM Advisory Solutions, LLC focuses on long-term portfolio construction utilizing a diversified mix of ETFs, mutual funds, and select equity securities to achieve balanced growth and risk mitigation. A majority of assets are managed on a discretionary basis, with particular emphasis on broad market exposure via major ETFs such as the SPDR S&P 500 ETF Trust (SPY) and sector-specific funds. The firm's investment philosophy centers on evidence-based asset allocation, risk management, and personalized solutions tailored to individual client objectives.
Latest 13F Filing Activity
MPWM Advisory Solutions, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 523 equity positions with a total 13F market value of $158M. The fund increased holdings in SPDR S&P, Invesco QQQ, PIMCO Ehnanced among other positions. MPWM Advisory Solutions, LLC reduced exposure to SPDR Portfolio, First Trust, Apple Inc. among others.
Top Holdings
Equity Positions (523)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P | 21.57% | $34.1M | 55,151 | $586.93 | $617.85 | +$4.1M |
S SPTM | SPDR PORTFOLIO | 9.27% | $14.6M | 195,523 | $70.82 | $74.89 | +$1.1M |
Q QQQ | INVESCO QQQ | 4.59% | $7.3M | 13,146 | $505.60 | $551.64 | +$1.5M |
S SPTL | SPDR PORTFOLIO | 4.14% | $6.5M | 246,274 | $26.31 | $26.58 | -$630.9K |
Q QQQM | INVESCO NASDAQ | 3.67% | $5.8M | 25,556 | $210.72 | $227.10 | +$949.9K |
Industry Allocation
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