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MW ADVISORY, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2149104

$250.3M

disclosed book value

139

positions

24.8%

largest position share

Positions, as of 2026-06-30

top 100 of 139 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1KOCOCA COLA CO765,193$62.2M24.8%
2OMFLINVESCO EXCH TRD SLF IDX FD241,529$16.6M6.6%
3JBIJANUS INTERNATIONAL GROUP IN2.2M$12.1M4.8%
4NVDANVIDIA CORPORATION53,946$10.8M4.3%
5IVVISHARES TR11,450$8.6M3.4%
6AAPLAPPLE INC27,350$7.9M3.2%
7MSFTMICROSOFT CORP21,088$7.9M3.1%
8VOOVANGUARD INDEX FDS10,872$7.5M3%
9GOOGLALPHABET INC11,477$4.1M1.6%
10GOOGALPHABET INC11,149$3.9M1.6%
11TSMTAIWAN SEMICONDUCTOR MANUFAC8,099$3.9M1.5%
12AMZNAMAZON COM INC15,108$3.6M1.4%
13SPYSTATE STR SPDR S&P 500 ETF T4,758$3.6M1.4%
14VTVVANGUARD INDEX FDS14,440$3.1M1.3%
15LLYELI LILLY & CO2,491$3.0M1.2%
16AVGOBROADCOM INC7,633$2.9M1.2%
17METAMETA PLATFORMS INC4,898$2.8M1.1%
18MSMORGAN STANLEY10,637$2.2M0.9%
19EMXCISHARES INC20,981$2.1M0.9%
20BRK/BBERKSHIRE HATHAWAY INC DEL4,220$2.1M0.8%
21AGGISHARES TR21,153$2.1M0.8%
22VUGVANGUARD INDEX FDS24,288$2.1M0.8%
23AVUVAMERICAN CENTY ETF TR15,793$2.0M0.8%
24VYMVANGUARD WHITEHALL FDS11,462$1.8M0.7%
25TSLATESLA INC4,223$1.8M0.7%
26VVISA INC5,161$1.8M0.7%
27VTIVANGUARD INDEX FDS4,648$1.7M0.7%
28PYLDPIMCO ETF TR63,647$1.7M0.7%
29ISHARES TR53,151$1.7M0.7%
30IWFISHARES TR12,710$1.6M0.6%
31SGOVISHARES TR15,187$1.5M0.6%
32IEFAISHARES TR15,793$1.5M0.6%
33COSTCOSTCO WHOLESALE CORPORATION1,617$1.5M0.6%
34IJHISHARES TR19,431$1.5M0.6%
35AMATAPPLIED MATLS INC2,009$1.5M0.6%
36MUMICRON TECHNOLOGY INC1,243$1.4M0.6%
37QQQMINVESCO EXCH TRADED FD TR II4,655$1.4M0.6%
38LRCXLAM RESEARCH CORP3,196$1.4M0.6%
39AMDADVANCED MICRO DEVICES INC2,381$1.4M0.6%
40ASML HLDG NV691$1.4M0.5%
41HDHOME DEPOT INC3,831$1.4M0.5%
42SNDKSANDISK CORP590$1.3M0.5%
43WMTWALMART INC11,552$1.3M0.5%
44VIGVANGUARD SPECIALIZED FUNDS5,513$1.3M0.5%
45WDCWESTERN DIGITAL CORP1,923$1.2M0.5%
46JNJJOHNSON & JOHNSON4,457$1.1M0.5%
47AMGNAMGEN INC2,910$1.1M0.4%
48ABBVABBVIE INC4,154$1.0M0.4%
49IEMGISHARES INC11,944$989,4410.4%
50AFLAFLAC INC7,192$843,2890.3%
51GPNGLOBAL PMTS INC11,219$814,0840.3%
52NFLXNETFLIX INC.11,393$813,4600.3%
53CATCATERPILLAR INC719$765,6630.3%
54APHAMPHENOL CORP4,275$753,7680.3%
55ANETARISTA NETWORKS INC4,156$706,0210.3%
56MAMASTERCARD INCORPORATED1,346$691,3750.3%
57COCA-COLA EUROPACIFIC PARTNE6,895$689,9830.3%
58CSCOCISCO SYS INC5,594$657,0260.3%
59GEGE AEROSPACE1,740$650,3380.3%
60JPMJPMORGAN CHASE & CO1,942$635,7470.3%
61ASXASE TECHNOLOGY HLDG CO LTD14,081$635,3350.3%
62KLACKLA CORP2,067$623,6350.2%
63SPYGSPDR SERIES TRUST5,122$609,4670.2%
64TFCTRUIST FINL CORP12,135$604,5630.2%
65NVSNOVARTIS AG3,834$600,8640.2%
66SPTMSPDR SERIES TRUST6,493$589,5350.2%
67EXMOCEXXON MOBIL CORP4,173$570,5460.2%
68LINDE PLC1,047$543,3300.2%
69VONVVANGUARD SCOTTSDALE FDS5,098$541,9680.2%
70MTUMISHARES TR1,516$519,7300.2%
71GEVGE VERNOVA INC435$511,0640.2%
72BACBANK OF AMER CORP8,843$503,8740.2%
73PGRPROGRESSIVE CORP2,298$501,9980.2%
74PANWPALO ALTO NETWORKS INC1,465$499,5940.2%
75IVEISHARES TR2,200$499,5320.2%
76DEDEERE & CO786$498,5900.2%
77CVXCHEVRON CORPORATION2,977$493,4680.2%
78UMCUNITED MICROELECTRONICS CORP17,691$481,3720.2%
79PGPROCTER & GAMBLE CO3,136$459,8630.2%
80ASTRAZENECA PLC2,376$450,5370.2%
81FDXFEDEX CORP1,417$443,7050.2%
82VRTXVERTEX PHARMACEUTICALS INC878$436,1290.2%
83UNPUNION PAC CORP1,603$436,0160.2%
84ORCLORACLE CORP2,896$424,4620.2%
85MUBISHARES TR3,932$423,1620.2%
86MRKMERCK & CO INC3,283$421,8660.2%
87PMPHILIP MORRIS INTL INC2,263$409,3990.2%
88CVSCVS HEALTH CORP3,792$392,2820.2%
89SPCXSPACE EXPLORATION TECHN CORP2,293$391,7820.2%
90IWMISHARES TR1,265$380,0690.2%
91SHGSHINHAN FINANCIAL GROUP CO L5,622$355,5920.1%
92SPDWSPDR INDEX SHS FDS6,846$344,9860.1%
93KBKB FINL GROUP INC3,198$335,6360.1%
94IBNICICI BANK LIMITED11,497$333,7580.1%
95TJXTJX COS INC NEW2,180$330,2700.1%
96VZVERIZON COMMUNICATIONS INC7,794$330,0050.1%
97AXPAMERICAN EXPRESS CO971$328,4640.1%
98GSGOLDMAN SACHS GROUP INC324$327,6840.1%
99RTXRTX CORPORATION1,714$325,1340.1%
100VRTVERTIV HOLDINGS CO970$324,7750.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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