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 62.06% of Nwm Advisors's stock portfolio.
- Added to shares of these 10 stocks: VO (+$6.1M), VGT, IVOO, BRK.B, SCHA, CRWD, MSFT, V, ALAI, NOBL.
- Started 1 new stock position in CRWD.
- Reduced shares in these 8 stocks: INVN, PLTR, VOO, NVDA, AAPL, QTEC, COST, SPY.
- Sold out of its position in PLTR.
- Nwm Advisors was a net buyer of stock by $8.7M.
- Nwm Advisors has $127M in assets under management (AUM), dropping by 15.66%.
- Central Index Key (CIK): 0002098824
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Portfolio Holdings for Nwm Advisors
Nwm Advisors holds 23 positions in its portfolio as reported in the June 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) | 29.2 | $37M | 54k | 686.81 |
|
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 12.5 | $16M | +9% | 122k | 130.40 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.3 | $11M | +4% | 21k | 500.39 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 6.2 | $7.8M | +367% | 97k | 80.57 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 5.9 | $7.5M | +5% | 208k | 36.13 |
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| First Tr Exchange-traded SHS (QTEC) | 5.1 | $6.5M | 20k | 334.68 |
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| Apple (AAPL) | 4.2 | $5.3M | -2% | 18k | 289.37 |
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| JPMorgan Chase & Co. (JPM) | 3.9 | $5.0M | 15k | 327.33 |
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| Visa Com Cl A (V) | 3.7 | $4.7M | +5% | 14k | 343.09 |
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| NVIDIA Corporation (NVDA) | 3.6 | $4.5M | -7% | 23k | 200.09 |
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| Microsoft Corporation (MSFT) | 3.1 | $3.9M | +6% | 11k | 373.01 |
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| Vanguard World Inf Tech Etf (VGT) | 2.9 | $3.7M | +713% | 31k | 119.52 |
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| The Alger Etf Trust Ai Enablers Adop (ALAI) | 2.8 | $3.6M | +7% | 79k | 45.64 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.1 | $2.7M | 3.6k | 746.77 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 1.8 | $2.3M | 31k | 76.40 |
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| United Parcel Svcs CL B (UPS) | 1.3 | $1.7M | 16k | 107.50 |
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| The Alger Etf Trust Russe Innov Etf (INVN) | 1.3 | $1.7M | -54% | 78k | 21.43 |
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| First Tr Exchange-traded SHS (FDL) | 0.7 | $893k | +12% | 18k | 48.66 |
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| Caterpillar (CAT) | 0.3 | $427k | 401.00 | 1064.90 |
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| Costco Wholesale Corporation (COST) | 0.2 | $307k | -16% | 328.00 | 935.47 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $302k | NEW | 396.00 | 763.14 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $269k | 5.1k | 53.11 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $244k | +100% | 4.3k | 56.16 |
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Past Filings by Nwm Advisors
SEC 13F filings are viewable for Nwm Advisors going back to 2025
- Nwm Advisors 2026 Q2 filed Aug. 7, 2026
- Nwm Advisors 2026 Q1 filed May 13, 2026
- Nwm Advisors 2025 Q4 filed Feb. 4, 2026