Nwm Advisors, Llc Portfolio Stock Holdings
Nwm Advisors, Llc disclosed 23 stock positions valued at approximately $109.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD ADMIRAL FDS INC, and BERKSHIRE HATHAWAY INC DEL. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 23
- Portfolio Value
- $109.8M
Holdings by Sector
Nwm Advisors, Llc Portfolio Holdings in Q1 2026
20 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 29.70% | 54,567 | +3,707 | +7.29% | $32,606,718 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 11.57% | 111,130 | -1,789 | -1.58% | $12,704,382 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 8.83% | 20,220 | +659 | +3.37% | $9,689,424 |
| VANGUARD INDEX FDS | VO | Other | 5.43% | 20,750 | +11,292 | +119.39% | $5,958,921 |
| SCHWAB STRATEGIC TR | SCHA | Other | 5.20% | 196,478 | +14,734 | +8.11% | $5,713,586 |
| APPLE INC | AAPL | Technology | 4.34% | 18,774 | -266 | -1.40% | $4,764,745 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.02% | 15,005 | -705 | -4.49% | $4,413,785 |
| NVIDIA CORPORATION | NVDA | Technology | 3.89% | 24,465 | -583 | -2.33% | $4,266,657 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 3.88% | 19,739 | -742 | -3.62% | $4,263,332 |
| VISA INC | V | Financial Services | 3.61% | 13,096 | +85 | +0.65% | $3,957,991 |
| MICROSOFT CORP | MSFT | Technology | 3.34% | 9,908 | +638 | +6.88% | $3,667,759 |
| VANGUARD WORLD FD | VGT | Other | 2.43% | 3,827 | +150 | +4.08% | $2,670,174 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.15% | 3,631 | +85 | +2.40% | $2,361,385 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 1.41% | 15,718 | -1,634 | -9.42% | $1,546,337 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.08% | 8,101 | +1,681 | +26.18% | $1,185,014 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.75% | 16,250 | +5,473 | +50.78% | $825,500 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.36% | 393 | -136 | -25.71% | $391,597 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.28% | 5,060 | -5,442 | -51.82% | $309,976 |
| CATERPILLAR INC | CAT | Industrials | 0.26% | 401 | - | - | $284,092 |
| PROSHARES TR | NOBL | Other | 0.21% | 2,172 | -64 | -2.86% | $230,254 |