Nvwm, Llc Portfolio Stock Holdings

Nvwm, Llc disclosed 747 stock positions valued at approximately $449.2 million in its latest SEC 13F filing. The largest holdings include APPLE INC COM, MICROSOFT CORP COM, and NVIDIA CORPORATION COM. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.

Report Period
March 31, 2026
No. of Stocks
747
Portfolio Value
$449.2M
Holdings by Sector
Nvwm, Llc Portfolio Holdings in Q1 2026

690 holdings in the latest reporting period.

Page 1 of 7
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INC COMAAPLTechnology4.21%74,520+12,320+19.81%$18,912,410
MICROSOFT CORP COMMSFTTechnology3.35%40,708+1,155+2.92%$15,068,993
NVIDIA CORPORATION COMNVDATechnology3.29%84,681+5,377+6.78%$14,769,184
AMAZON COM INC COMAMZNConsumer Cyclical3.16%68,147+1,381+2.07%$14,192,976
SPDR GOLD SHARESGLDOther2.58%26,947-27-0.10%$11,595,024
ALPHABET INC CAP STK CL AGOOGLCommunication Services2.56%39,986+3,456+9.46%$11,498,500
WISDOMTREE FLOATING RATE TREASURY FUNDUSFROther2.24%199,765-7,548-3.64%$10,056,170
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFVTIPOther1.99%179,178-20,670-10.34%$8,949,942
VANGUARD ULTRA-SHORT BOND ETFVUSBOther1.83%164,962+7,603+4.83%$8,212,612
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFLQDOther1.82%75,098-1,558-2.03%$8,184,927
BROADCOM INC COMAVGOTechnology1.73%25,138+2,148+9.34%$7,780,418
META PLATFORMS INC CL AMETACommunication Services1.56%12,211+58+0.48%$6,986,381
HARBOR COMMODITY ALL-WEATHER STRATEGY ETFHGEROther1.47%212,262+71,519+50.82%$6,582,244
ISHARES RUSSELL 2000 ETFIWMOther1.36%24,622+8,135+49.34%$6,106,256
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLVOther1.26%38,611-102-0.26%$5,660,750
NETFLIX INC. COMNFLXCommunication Services1.20%56,088+2,239+4.16%$5,392,861
APPLIED MATLS INC COMAMATTechnology1.16%15,301-1,522-9.05%$5,229,565
ADVANCED MICRO DEVICES INC COMAMDTechnology1.13%24,889+32+0.13%$5,063,169
CHEVRON CORPORATION COMCVXEnergy1.09%23,754+16,489+226.96%$4,914,703
COSTCO WHOLESALE CORPORATION COMCOSTConsumer Defensive1.07%4,834+495+11.41%$4,817,226
STATE STREET SPDR PORTFOLIO S&P 500 ETFSPLGOther1.06%62,000+40,937+194.36%$4,745,481
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services0.98%9,149-1,292-12.37%$4,384,201
JPMORGAN CHASE & CO COMJPMFinancial Services0.97%14,850+97+0.66%$4,368,413
ISHARES MSCI EAFE ETFEFAOther0.94%43,311+7,684+21.57%$4,206,753
GE VERNOVA INC COMGEVUtilities0.90%4,656-29-0.62%$4,064,223
MERCK & CO INC COMMRKHealthcare0.88%32,887-54-0.16%$3,955,977
WELLS FARGO & CO COMWFCFinancial Services0.86%48,396+556+1.16%$3,852,801
VISA INC COM CL AVFinancial Services0.85%12,577-1,512-10.73%$3,801,503
PALO ALTO NETWORKS INC COMPANWTechnology0.83%23,299+3,612+18.35%$3,735,296
VANECK GOLD MINERS ETFGDXOther0.83%40,530-10,142-20.01%$3,719,439
WALMART INC COMWMTConsumer Defensive0.82%29,708-1,561-4.99%$3,692,091
ISHARES RUSSELL MIDCAP ETFIWROther0.77%35,431-4,925-12.20%$3,444,910
MASTERCARD INCORPORATED CL AMAFinancial Services0.76%6,874+70+1.03%$3,434,730
ARISTA NETWORKS INC COM SHSANETOther0.76%27,647-669-2.36%$3,394,499
VANGUARD TOTAL STOCK MARKET ETFVTIOther0.69%9,697-714-6.86%$3,110,810
ELI LILLY & CO COMLLYHealthcare0.68%3,303+55+1.69%$3,037,546
ISHARES MSCI EMERGING MARKETS ETFEEMOther0.65%51,523+13,200+34.44%$2,926,005
AMERICAN EXPRESS CO COMAXPFinancial Services0.63%9,388+137+1.48%$2,839,536
ISHARES CORE U.S. AGGREGATE BOND ETFAGGOther0.63%28,548-18,249-39.00%$2,833,955
VANGUARD TOTAL BOND MARKET ETFBNDOther0.63%38,210+686+1.83%$2,813,784
CADENCE DESIGN SYSTEM INC COMCDNSTechnology0.62%9,993+1,930+23.94%$2,776,755
TJX COS INC NEW COMTJXConsumer Cyclical0.62%17,341+230+1.34%$2,769,350
ABBVIE INC COMABBVHealthcare0.59%12,261+7+0.06%$2,666,735
ISHARES GOLD TRUSTIAUOther0.59%29,871-15,312-33.89%$2,633,427
ISHARES 20 YEAR TREASURY BOND ETFTLTOther0.58%30,291+15,591+106.06%$2,625,926
THERMO FISHER SCIENTIFIC INC COMTMOHealthcare0.58%5,332+4+0.08%$2,620,843
ASML HLDG NV N Y REGISTRY SHSASMLOther0.57%1,942-286-12.84%$2,565,274
JPMORGAN ULTRA-SHORT INCOME ETFJPSTOther0.54%47,798-819-1.68%$2,419,057
MORGAN STANLEY COM NEWMSFinancial Services0.54%14,650-14-0.10%$2,410,894
BANK AMERICA CORP COMBACFinancial Services0.53%48,960+673+1.39%$2,386,813
VANGUARD TOTAL INTERNATIONAL STOCK ETFVXUSOther0.52%30,415-1,615-5.04%$2,345,274
STARBUCKS CORP COMSBUXConsumer Cyclical0.51%25,756+889+3.58%$2,307,404
HOME DEPOT INC COMHDConsumer Cyclical0.51%6,987-1,522-17.89%$2,297,843
ATI INC COMATIIndustrials0.51%15,713-172-1.08%$2,285,613
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFHYGOther0.50%28,177+3,932+16.22%$2,241,763
DISNEY WALT CO COMDISCommunication Services0.50%23,189+346+1.51%$2,234,887
WASTE MGMT INC DEL COMWMIndustrials0.48%9,395+10+0.11%$2,158,923
STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETFQEFAOther0.48%23,089-1,423-5.81%$2,153,527
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFEMBOther0.46%22,180+12,853+137.80%$2,083,356
NEXTERA ENERGY INC COMNEEUtilities0.46%22,409-16-0.07%$2,081,319
EATON CORP PLC SHSETNOther0.46%5,816-4,721-44.80%$2,080,209
PROLOGIS INC. COMPLDReal Estate0.45%15,272-214-1.38%$2,018,653
ISHARES 1-3 YEAR TREASURY BOND ETFSHYOther0.45%24,402+2,712+12.50%$2,014,844
QUANTA SVCS INC COMPWRIndustrials0.44%3,628+80+2.25%$1,991,867
ISHARES MBS ETFMBBOther0.44%20,972+18,574+774.56%$1,991,291
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWBOther0.43%21,325+18,504+655.94%$1,951,664
XCEL ENERGY INC COMXELUtilities0.43%24,457-310-1.25%$1,942,864
KLA CORP COM NEWKLACTechnology0.43%1,307-307-19.02%$1,924,650
PEPSICO INC COMPEPConsumer Defensive0.42%12,084+313+2.66%$1,876,574
MCDONALDS CORP COMMCDConsumer Cyclical0.41%5,908-52-0.87%$1,836,188
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSTSMTechnology0.41%5,424+104+1.95%$1,833,041
LAM RESEARCH CORP COM NEWLRCXOther0.41%8,522-5,259-38.16%$1,820,915
UNION PAC CORP COMUNPIndustrials0.40%7,427-78-1.04%$1,801,991
STATE STREET SPDR S&P 500 ETFSPYOther0.40%2,756-14,724-84.23%$1,792,337
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAFOther0.40%50,298-78-0.15%$1,790,106
DUKE ENERGY CORP NEW COM NEWDUKUtilities0.40%13,596+164+1.22%$1,780,212
LOCKHEED MARTIN CORP COMLMTIndustrials0.39%2,898+2,894+72350.00%$1,751,522
STATE STREET SPDR S&P BIOTECH ETFXBIOther0.39%13,654+35+0.26%$1,744,045
PALANTIR TECHNOLOGIES INC CL APLTRTechnology0.39%11,921+4,172+53.84%$1,743,804
AGNICO EAGLE MINES LTD COMAEMBasic Materials0.38%8,432+184+2.23%$1,711,528
INVESCO S&P 500 EQUAL WEIGHT ETFRSPOther0.37%8,740+3,340+61.85%$1,677,380
CITIGROUP INC COM NEWCFinancial Services0.37%14,512+262+1.84%$1,645,806
SONOCO PRODS CO COMSONConsumer Cyclical0.36%29,869-4,797-13.84%$1,615,614
UBER TECHNOLOGIES INC COMUBERTechnology0.35%22,143-6,953-23.90%$1,592,746
JOHNSON & JOHNSON COMJNJHealthcare0.35%6,494-1-0.02%$1,587,393
CROWDSTRIKE HLDGS INC CL ACRWDTechnology0.35%4,059+29+0.72%$1,584,674
PROCTER & GAMBLE CO COMPGConsumer Defensive0.35%10,913+568+5.49%$1,576,318
BOEING CO COMBAIndustrials0.35%7,875+421+5.65%$1,567,362
CLEAN HARBORS INC COMCLHIndustrials0.35%5,417-36-0.66%$1,553,216
ABBOTT LABORATORIES COMABTHealthcare0.34%15,077+36+0.24%$1,547,991
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSBOther0.34%29,090-30-0.10%$1,528,970
MERCADOLIBRE INC COMMELIConsumer Cyclical0.34%881+20+2.32%$1,523,266
PARKER-HANNIFIN CORP COMPHIndustrials0.34%1,686-17-1.00%$1,509,492
DELL TECHNOLOGIES INC CL CDELLTechnology0.33%9,054-12,891-58.74%$1,486,033
MONOLITHIC PWR SYS INC COMMPWRTechnology0.32%1,334+67+5.29%$1,458,529
EDWARDS LIFESCIENCES CORP COMEWHealthcare0.32%17,772+606+3.53%$1,423,182
AMPHENOL CORP CL AAPHTechnology0.31%11,191+11,146+24768.89%$1,413,983
ROSS STORES INC COMROSTConsumer Cyclical0.31%6,493-32-0.49%$1,406,579
SHOPIFY INC CL A SUB VTG SHSSHOPTechnology0.31%11,846+1,194+11.21%$1,405,173
ISHARES MSCI CANADA ETFEWCOther0.31%25,109-833-3.21%$1,375,743