Ndwm Llc Portfolio Stock Holdings

Ndwm Llc disclosed 38 stock positions valued at approximately $170.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, INVESCO EXCHANGE TRADED FD T, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.

Report Period
June 30, 2026
No. of Stocks
38
Portfolio Value
$170.2M
Holdings by Sector
Ndwm Llc Portfolio Holdings in Q2 2026

37 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther28.74%65,309+443+0.68%$48,909,617
INVESCO EXCHANGE TRADED FD TRSPOther9.63%77,021+7,599+10.95%$16,387,756
ISHARES TRAGGOther7.43%127,840+8,710+7.31%$12,653,599
SPDR SERIES TRUSTBILSOther5.73%98,197-13,899-12.40%$9,758,838
SPDR GOLD TRGLDOther4.75%21,943+349+1.62%$8,083,362
ISHARES TRSLQDOther4.44%150,111+21,389+16.62%$7,561,093
STATE STR SPDR S&P 500 ETF TSPYOther4.06%9,264-1,854-16.68%$6,917,981
ISHARES TRVLUEOther3.17%26,976+1,696+6.71%$5,390,035
ISHARES TRCMFOther3.12%92,199+1,619+1.79%$5,314,358
ISHARES TREEMOther3.04%75,626+2,343+3.20%$5,173,577
ISHARES TRACWXOther2.82%62,953+2,653+4.40%$4,791,388
ISHARES TRIWMOther2.76%15,655+1,175+8.11%$4,703,485
VANGUARD CALIF TAX FREE FDSVTECOther2.56%43,280+1,478+3.54%$4,353,923
SPDR SERIES TRUSTBILOther2.02%37,596-9,607-20.35%$3,445,254
SELECT SECTOR SPDR TRXLKOther1.62%14,470+4+0.03%$2,756,916
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.47%4,999+30+0.60%$2,501,450
ISHARES TRSUBOther1.25%19,945+282+1.43%$2,123,561
ISHARES TRMUBOther1.24%19,540-389-1.95%$2,102,891
ISHARES TRSHYOther0.89%18,454+3,347+22.16%$1,515,298
INVESCO QQQ TRQQQOther0.89%2,055-1-0.05%$1,513,373
TESLA INCTSLAConsumer Cyclical0.78%3,141+3+0.10%$1,321,105
ISHARES TRIEIOther0.67%9,646+5,881+156.20%$1,132,883
SPDR SERIES TRUSTSPYDOther0.66%23,451+7,818+50.01%$1,118,852
APPLE INCAAPLTechnology0.62%3,663+131+3.71%$1,059,929
ISHARES TRIEFOther0.62%11,163+11,163+100.00%$1,055,670
WISDOMTREE TRNTSXOther0.41%11,849-99-0.83%$699,692
ISHARES TRSHYGOther0.27%10,769-14,922-58.08%$456,693
CATERPILLAR INCCATIndustrials0.25%392--$417,441
ALPHABET INCGOOGLCommunication Services0.23%1,088+98+9.90%$388,956
VANGUARD INDEX FDSVOOOther0.22%547+547+100.00%$375,490
MICROSOFT CORPMSFTTechnology0.17%784+61+8.44%$292,448
ELI LILLY & COLLYHealthcare0.16%227--$272,271
BOEING COBAIndustrials0.16%1,227--$265,609
ISHARES TRIYWOther0.15%1,045--$263,580
ADVANCED MICRO DEVICES INCAMDTechnology0.13%382+382+100.00%$221,908
META PLATFORMS INCMETACommunication Services0.13%385+31+8.76%$217,145
SELECT SECTOR SPDR TRXLEOther0.12%3,819+9+0.24%$202,808
Ndwm Llc Options Holdings in Q2 2026

1 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026AAPLApple Inc.CALL30$4,320

Notional value represents the total exposure of the options position.