Nwm Advisors

Nwm Advisors as of March 31, 2026

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 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 20k 479.20
Vanguard Index Fds Mid Cap Etf (VO) 5.4 $6.0M 21k 287.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.2 $5.7M 197k 29.08
Apple (AAPL) 4.3 $4.8M 19k 253.79
JPMorgan Chase & Co. (JPM) 4.0 $4.4M 15k 294.15
NVIDIA Corporation (NVDA) 3.9 $4.3M 25k 174.40
First Tr Exchange-traded SHS (QTEC) 3.9 $4.3M 20k 215.99
Visa Com Cl A (V) 3.6 $4.0M 13k 302.23
Microsoft Corporation (MSFT) 3.3 $3.7M 9.9k 370.18
The Alger Etf Trust Russell Innovati (INVN) 2.9 $3.2M 173k 18.69
Vanguard World Inf Tech Etf (VGT) 2.4 $2.7M 3.8k 697.72
The Alger Etf Trust Ai Enablers Adop (ALAI) 2.2 $2.4M 74k 33.04
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.2 $2.4M 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 16k 98.38
Palantir Technologies Cl A (PLTR) 1.1 $1.2M 8.1k 146.28
First Tr Exchange-traded SHS (FDL) 0.8 $826k 16k 50.80
Costco Wholesale Corporation (COST) 0.4 $392k 393.00 996.43
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $310k 5.1k 61.26
Caterpillar (CAT) 0.3 $284k 401.00 708.46
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $230k 2.2k 106.01