Nwm Advisors
Latest statistics and disclosures from Nwm Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IVOO, BRK.B, VO, SCHA, and represent 60.73% of Nwm Advisors's stock portfolio.
- Added to shares of these 10 stocks: VO, VOO, SCHA, BRK.B, FDL, PLTR, MSFT, VGT, ALAI, SPY.
- Reduced shares in these 10 stocks: UBER, INVN, CWBC, XLE, JPM, IVOO, UPS, QTEC, COST, NVDA.
- Sold out of its positions in CWBC, UBER.
- Nwm Advisors was a net buyer of stock by $659k.
- Nwm Advisors has $110M in assets under management (AUM), dropping by -4.48%.
- Central Index Key (CIK): 0002098824
Tip: Access up to 7 years of quarterly data
Positions held by Nwm Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Nwm Advisors
Nwm Advisors holds 23 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 29.7 | $33M | +7% | 55k | 597.55 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 11.6 | $13M | 111k | 114.32 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.8 | $9.7M | +3% | 20k | 479.20 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 5.4 | $6.0M | +119% | 21k | 287.18 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 5.2 | $5.7M | +8% | 197k | 29.08 |
|
| Apple (AAPL) | 4.3 | $4.8M | 19k | 253.79 |
|
|
| JPMorgan Chase & Co. (JPM) | 4.0 | $4.4M | -4% | 15k | 294.15 |
|
| NVIDIA Corporation (NVDA) | 3.9 | $4.3M | -2% | 25k | 174.40 |
|
| First Tr Exchange-traded SHS (QTEC) | 3.9 | $4.3M | -3% | 20k | 215.99 |
|
| Visa Com Cl A (V) | 3.6 | $4.0M | 13k | 302.23 |
|
|
| Microsoft Corporation (MSFT) | 3.3 | $3.7M | +6% | 9.9k | 370.18 |
|
| The Alger Etf Trust Russell Innovati (INVN) | 2.9 | $3.2M | -32% | 173k | 18.69 |
|
| Vanguard World Inf Tech Etf (VGT) | 2.4 | $2.7M | +4% | 3.8k | 697.72 |
|
| The Alger Etf Trust Ai Enablers Adop (ALAI) | 2.2 | $2.4M | +3% | 74k | 33.04 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.2 | $2.4M | +2% | 3.6k | 650.34 |
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 2.1 | $2.3M | 31k | 75.15 |
|
|
| United Parcel Svcs CL B (UPS) | 1.4 | $1.5M | -9% | 16k | 98.38 |
|
| Palantir Technologies Cl A (PLTR) | 1.1 | $1.2M | +26% | 8.1k | 146.28 |
|
| First Tr Exchange-traded SHS (FDL) | 0.8 | $826k | +50% | 16k | 50.80 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $392k | -25% | 393.00 | 996.43 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $310k | -51% | 5.1k | 61.26 |
|
| Caterpillar (CAT) | 0.3 | $284k | 401.00 | 708.46 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $230k | -2% | 2.2k | 106.01 |
|
Past Filings by Nwm Advisors
SEC 13F filings are viewable for Nwm Advisors going back to 2025
- Nwm Advisors 2026 Q1 filed May 13, 2026
- Nwm Advisors 2025 Q4 filed Feb. 4, 2026