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Nwm Advisors

Latest statistics and disclosures from Nwm Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002098824

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Positions held by Nwm Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Nwm Advisors

Nwm Advisors holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	27.8	$32M	51k	627.13	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	11.0	$13M	113k	111.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	8.6	$9.8M	20k	502.65	View chart
The Alger Etf Trust Russell Innovati (INVN)	4.8	$5.6M	257k	21.64	View chart
Apple (AAPL)	4.5	$5.2M	19k	271.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.5	$5.2M	182k	28.48	View chart
JPMorgan Chase & Co. (JPM)	4.4	$5.1M	16k	322.23	View chart
First Tr Exchange-traded SHS (QTEC)	4.1	$4.7M	21k	230.22	View chart
NVIDIA Corporation (NVDA)	4.1	$4.7M	25k	186.50	View chart
Visa Com Cl A (V)	4.0	$4.6M	13k	350.71	View chart
Microsoft Corporation (MSFT)	3.9	$4.5M	9.3k	483.62	View chart
Uber Technologies (UBER)	2.5	$2.9M	35k	81.71	View chart
Vanguard World Inf Tech Etf (VGT)	2.4	$2.8M	3.7k	753.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.4	$2.7M	9.5k	290.23	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	2.2	$2.6M	71k	36.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$2.4M	3.5k	681.92	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.0	$2.3M	31k	75.57	View chart
United Parcel Service CL B (UPS)	1.5	$1.7M	17k	99.19	View chart
Palantir Technologies Cl A (PLTR)	1.0	$1.1M	6.4k	177.75	View chart
Community West Bancshares (CWBC)	0.6	$730k	32k	22.50	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$478k	11k	44.34	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$470k	11k	44.71	View chart
Costco Wholesale Corporation (COST)	0.4	$456k	529.00	862.34	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$233k	2.2k	104.07	View chart
Caterpillar (CAT)	0.2	$230k	401.00	572.87	View chart

Past Filings by Nwm Advisors

SEC 13F filings are viewable for Nwm Advisors going back to 2025

Nwm Advisors 2025 Q4 filed Feb. 4, 2026

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