Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MW ADVISORY, LLC (CIK 2149104) reported $250.3M across 139 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: KO ($62.2M, 24.85%), OMFL ($16.6M, 6.61%), JBI ($12.1M, 4.84%), NVDA ($10.8M, 4.31%), IVV ($8.6M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KO | COCA COLA CO | $62.2M | 24.85% | 765,193 | New |
| 2 | OMFL | INVESCO EXCH TRD SLF IDX FD | $16.6M | 6.61% | 241,529 | New |
| 3 | JBI | JANUS INTERNATIONAL GROUP IN | $12.1M | 4.84% | 2.2M | New |
| 4 | NVDA | NVIDIA CORPORATION | $10.8M | 4.31% | 53,946 | New |
| 5 | IVV | ISHARES TR | $8.6M | 3.43% | 11,450 | New |
| 6 | AAPL | APPLE INC | $7.9M | 3.16% | 27,350 | New |
| 7 | MSFT | MICROSOFT CORP | $7.9M | 3.14% | 21,088 | New |
| 8 | VOO | VANGUARD INDEX FDS | $7.5M | 2.98% | 10,872 | New |
| 9 | GOOGL | ALPHABET INC | $4.1M | 1.64% | 11,477 | New |
| 10 | GOOG | ALPHABET INC | $3.9M | 1.57% | 11,149 | New |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.9M | 1.55% | 8,099 | New |
| 12 | AMZN | AMAZON COM INC | $3.6M | 1.44% | 15,108 | New |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $3.6M | 1.42% | 4,758 | New |
| 14 | VTV | VANGUARD INDEX FDS | $3.1M | 1.26% | 14,440 | New |
| 15 | LLY | ELI LILLY & CO | $3.0M | 1.19% | 2,491 | New |
| 16 | AVGO | BROADCOM INC | $2.9M | 1.15% | 7,633 | New |
| 17 | META | META PLATFORMS INC | $2.8M | 1.10% | 4,898 | New |
| 18 | MS | MORGAN STANLEY | $2.2M | 0.89% | 10,637 | New |
| 19 | EMXC | ISHARES INC | $2.1M | 0.86% | 20,981 | New |
| 20 | VUG | VANGUARD INDEX FDS | $2.1M | 0.84% | 24,288 | New |
| 21 | AGG | ISHARES TR | $2.1M | 0.84% | 21,153 | New |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.1M | 0.84% | 4,220 | New |
| 23 | AVUV | AMERICAN CENTY ETF TR | $2.0M | 0.79% | 15,793 | New |
| 24 | VYM | VANGUARD WHITEHALL FDS | $1.8M | 0.72% | 11,462 | New |
| 25 | V | VISA INC | $1.8M | 0.71% | 5,161 | New |
Source: SEC Form 13F filings · as of 2026-06-30