Nwm Advisors

Nwm Advisors as of Dec. 31, 2025

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