NWM ADVISORS, LLC: 13F holdings
CIK 20988242026Q2
| Positions | 23 |
|---|
| Reported value | $127.0m |
|---|
| Filed | 2026-08-28 |
|---|
Change since last quarter
| Positions | 23 (+0 vs prior quarter) |
|---|
| Reported value | $127.0m (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 53,991 | $37.1m | 29.2% |
| IVOO VANGUARD ADMIRAL FDS INC | 121,546 | $15.8m | 12.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 21,092 | $10.6m | 8.3% |
| VO VANGUARD INDEX FDS | 97,027 | $7.8m | 6.2% |
| SCHA SCHWAB STRATEGIC TR | 207,566 | $7.5m | 5.9% |
| QTEC FIRST TR EXCHANGE-TRADED FD | 19,513 | $6.5m | 5.1% |
| AAPL APPLE INC | 18,247 | $5.3m | 4.2% |
| JPM JPMORGAN CHASE & CO | 15,260 | $5.0m | 3.9% |
| V VISA INC | 13,821 | $4.7m | 3.7% |
| NVDA NVIDIA CORPORATION | 22,606 | $4.5m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2098824")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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