NWM ADVISORS, LLC
NWM ADVISORS, LLC reported 23 positions worth $127.0M as of June 30, 2026 (13F filed August 28, 2026). Largest holding: VOO (29.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $37.1M | 29.20% | 53,991 | — | — | |
| ▸ 2 | IVOO | SH | $15.8M | 12.48% | 121,546 | — | — | |
| ▸ 3 | BRK-B | SH | $10.6M | 8.31% | 21,092 | — | — | |
| ▸ 4 | VO | SH | $7.8M | 6.16% | 97,027 | — | — | |
| ▸ 5 | SCHA | SH | $7.5M | 5.91% | 207,566 | — | — | |
| ▸ 6 | QTEC | SH | $6.5M | 5.14% | 19,513 | — | — | |
| ▸ 7 | AAPL | SH | $5.3M | 4.16% | 18,247 | — | — | |
| ▸ 8 | JPM | SH | $5.0M | 3.93% | 15,260 | — | — | |
| ▸ 9 | V | SH | $4.7M | 3.73% | 13,821 | — | — | |
| ▸ 10 | NVDA | SH | $4.5M | 3.56% | 22,606 | — | — |
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Frequently Asked Questions
What stocks does NWM ADVISORS, LLC hold as of Q2 2026?
NWM ADVISORS, LLC reported 23 positions worth $127.0M in its Q2 2026 13F filing. Largest positions: VOO (29.2%), IVOO (12.5%), BRK-B (8.3%), VO (6.2%) and SCHA (5.9%).
What did NWM ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did NWM ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.