Mw Advisory, LLC Top Holdings and 13F Report (2026) About Mw Advisory, LLCInvestment ActivityMw Advisory, LLC has $250.26 million in total holdings as of June 30, 2026.Mw Advisory, LLC owns shares of 139 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Largest Holdings CocaCola $62,187,228Invesco Russell 1000 Dynamic Multifactor ETF $16,554,398Janus International Group $12,118,697NVIDIA $10,794,096iShares Core S&P 500 ETF $8,574,518 Sector AllocationMap of 500 Largest Holdings ofMw Advisory, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorKOCocaCola$62,187,228765,19324.8%Consumer StaplesOMFLInvesco Russell 1000 Dynamic Multifactor ETF$16,554,398241,5296.6%ETFJBIJanus International Group$12,118,6972,183,5494.8%IndustrialsNVDANVIDIA$10,794,09653,9464.3%TechnologyIVViShares Core S&P 500 ETF$8,574,51811,4503.4%ETFAAPLApple$7,913,86527,3503.2%TechnologyMSFTMicrosoft$7,866,18621,0883.1%TechnologyVOOVanguard S&P 500 ETF$7,466,65910,8723.0%ETFGOOGLAlphabet$4,101,68611,4771.6%Communication ServicesGOOGAlphabet$3,939,35911,1491.6%Communication ServicesTSMTaiwan Semiconductor Manufacturing$3,867,8398,0991.5%TechnologyAMZNAmazon.com$3,600,84115,1081.4%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$3,553,0594,7581.4%ETFVTVVanguard Value ETF$3,146,90914,4401.3%ETFLLYEli Lilly and Company$2,987,7932,4911.2%HealthcareAVGOBroadcom$2,883,4177,6331.2%TechnologyMETAMeta Platforms$2,759,1424,8981.1%Communication ServicesMSMorgan Stanley$2,223,45510,6370.9%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$2,146,32020,9810.9%ETFBRK.BBerkshire Hathaway$2,111,6464,2200.8%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,093,70621,1530.8%ETFVUGVanguard Growth ETF$2,092,16824,2880.8%ETFAVUVAvantis U.S. Small Cap Value ETF$1,970,29315,7930.8%ETFVYMVanguard High Dividend Yield ETF$1,811,40511,4620.7%ETFTSLATesla$1,776,1944,2230.7%Consumer DiscretionaryVVisa$1,770,8335,1610.7%FinanceVTIVanguard Total Stock Market ETF$1,719,9464,6480.7%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,687,93063,6470.7%ETFISHARES TR$1,675,59153,1510.7%MSC GLO FAC ETFIWFiShares Russell 1000 Growth ETF$1,578,22012,7100.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,528,87515,1870.6%ETFIEFAiShares Core MSCI EAFE ETF$1,525,25615,7930.6%ETFCOSTCostco Wholesale$1,512,6551,6170.6%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$1,498,30419,4310.6%ETFAMATApplied Materials$1,452,5072,0090.6%TechnologyMUMicron Technology$1,434,7821,2430.6%TechnologyQQQMInvesco NASDAQ 100 ETF$1,410,3254,6550.6%ETFLAM RESEARCH CORP$1,384,9233,1960.6%COM NEWAMDAdvanced Micro Devices$1,383,1472,3810.6%TechnologyASMLASML$1,374,8096910.5%TechnologyHDHome Depot$1,351,2113,8310.5%Consumer DiscretionarySANDISK CORP$1,341,5015900.5%COMWALMART INC$1,308,38011,5520.5%COMVIGVanguard Dividend Appreciation ETF$1,304,4195,5130.5%ETFWDCWestern Digital$1,228,2591,9230.5%TechnologyJNJJohnson & Johnson$1,131,8934,4570.5%HealthcareAMGNAmgen$1,053,7142,9100.4%HealthcareABBVAbbVie$1,045,3134,1540.4%HealthcareIEMGiShares Core MSCI Emerging Markets ETF$989,44111,9440.4%ETFAFLAflac$843,2897,1920.3%FinanceGPNGlobal Payments$814,08411,2190.3%FinanceNFLXNetflix$813,46011,3930.3%Communication ServicesCATCaterpillar$765,6637190.3%IndustrialsAPHAmphenol$753,7684,2750.3%TechnologyARISTA NETWORKS INC$706,0214,1560.3%COM SHSMAMastercard$691,3751,3460.3%FinanceCOCA-COLA EUROPACIFIC PARTNE$689,9836,8950.3%SHSCSCOCisco Systems$657,0265,5940.3%TechnologyGEGE Aerospace$650,3381,7400.3%IndustrialsJPMJPMorgan Chase & Co.$635,7471,9420.3%FinanceASXASE Technology$635,33514,0810.3%TechnologyKLACKLA$623,6352,0670.2%TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$609,4675,1220.2%ETFTFCTruist Financial$604,56312,1350.2%FinanceNVSNovartis$600,8643,8340.2%HealthcareSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$589,5356,4930.2%ETFXOMExxonMobil$570,5464,1730.2%EnergyLINDE PLC$543,3301,0470.2%SHSVONVVanguard Russell 1000 Value ETF$541,9685,0980.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$519,7301,5160.2%ETFGE VERNOVA INC$511,0644350.2%COMBACBank of America$503,8748,8430.2%FinancePGRProgressive$501,9982,2980.2%FinancePANWPalo Alto Networks$499,5941,4650.2%TechnologyIVEiShares S&P 500 Value ETF$499,5322,2000.2%ETFDEDeere & Company$498,5907860.2%IndustrialsCVXChevron$493,4682,9770.2%EnergyUMCUnited Microelectronics$481,37217,6910.2%TechnologyPGProcter & Gamble$459,8633,1360.2%Consumer StaplesAZNCFAstraZeneca$450,5372,3760.2%HealthcareFDXFedEx$443,7051,4170.2%IndustrialsVRTXVertex Pharmaceuticals$436,1298780.2%HealthcareUNPUnion Pacific$436,0161,6030.2%IndustrialsORCLOracle$424,4622,8960.2%TechnologyMUBiShares National Muni Bond ETF$423,1623,9320.2%ETFMRKMerck & Co., Inc.$421,8663,2830.2%HealthcarePMPhilip Morris International$409,3992,2630.2%Consumer StaplesCVSCVS Health$392,2823,7920.2%HealthcareSPACE EXPLORATION TECHN CORP$391,7822,2930.2%CLASS A COM STKIWMiShares Russell 2000 ETF$380,0691,2650.2%ETFSHGShinhan Financial Group$355,5925,6220.1%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$344,9866,8460.1%ETFKBKB Financial Group$335,6363,1980.1%FinanceIBNICICI Bank$333,75811,4970.1%FinanceTJXTJX Companies$330,2702,1800.1%Consumer DiscretionaryVZVerizon Communications$330,0057,7940.1%Communication ServicesAXPAmerican Express$328,4649710.1%FinanceGSThe Goldman Sachs Group$327,6843240.1%FinanceRTXRTX$325,1341,7140.1%IndustrialsVRTVertiv$324,7759700.1%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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