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MRWM Advisors, LLC
MRWM Advisors, LLC is a Registered Investment Adviser (RIA) based in Albuquerque, New Mexico, serving individuals, families, and institutions. Founded in 1989, it is an independent advisory firm focused on fiduciary financial planning and investment management. The firm is staffed by credentialed professionals and is dedicated to providing objective advice tailored to clients’ specific needs.
Investment Strategy
MRWM Advisors utilizes a diversified, evidence-based investment approach designed to align with clients' long-term goals and risk tolerance. The firm constructs globally diversified portfolios, primarily using low-cost mutual funds and exchange-traded funds (ETFs), while emphasizing asset allocation, risk management, and tax efficiency. MRWM Advisors acts as a fiduciary, providing transparent advice without proprietary products or commission-based incentives.
Latest 13F Filing Activity
MRWM Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 72 equity positions with a total 13F market value of $160M. The fund increased holdings in Vanguard Instl Index FD, Vanguard Index FDS, Vanguard Star FDS among other positions. MRWM Advisors, LLC reduced exposure to SPDR Series Trust, Ishares TR, Ishares Bitcoin Trust Etf among others.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 14.19% | $22.7M | 74,635 | $288.91 | $303.93 | +$4.6M |
I IVV | ISHARES TR | 7.93% | $12.7M | 20,405 | $588.87 | $620.90 | +$2.9M |
S SGOL | ETFS GOLD TR | 6.73% | $10.8M | 341,012 | $26.03 | $31.54 | +$2.1M |
S SPY | SPDR S&P 500 ETF TR | 5.91% | $9.4M | 15,290 | $586.08 | $617.85 | +$660.6K |
V VXUS | VANGUARD STAR FDS | 5.05% | $8.1M | 116,824 | $64.23 | $69.09 | +$3.0M |
Industry Allocation
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