NWM ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, NWM ADVISORS, LLC held in its portfolio 24 assets valued at $114,933,484 (i.e. $114.93M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($31.90M), VANGUARD ADMIRAL FDS INC ($12.62M), and BERKSHIRE HATHAWAY INC DEL ($9.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NWM ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 50860 | 31895645 | S&P 500 ETF SHS |
| VANGUARD ADMIRAL FDS INC | 112919 | 12624344 | MIDCP 400 IDX |
| BERKSHIRE HATHAWAY INC DEL | 19561 | 9832337 | CL B NEW |
| THE ALGER ETF TRUST | 257071 | 5564038 | RUSSELL INNOVATI |
| FIRST TR EXCHANGE-TRADED FD | 31258 | 5192892 | SHS |
| APPLE INC | 19040 | 5176242 | COM |
| SCHWAB STRATEGIC TR | 181744 | 5176064 | US SML CAP ETF |
| JPMORGAN CHASE & CO. | 15710 | 5062237 | COM |
| NVIDIA CORPORATION | 25048 | 4671410 | COM |
| VISA INC | 13011 | 4563121 | COM CL A |
| MICROSOFT CORP | 9270 | 4483131 | COM |
| UBER TECHNOLOGIES INC | 35318 | 2885834 | COM |
| VANGUARD WORLD FD | 3677 | 2771649 | INF TECH ETF |
| VANGUARD INDEX FDS | 9458 | 2744997 | MID CAP ETF |
| THE ALGER ETF TRUST | 71219 | 2571715 | AI ENABLERS ADOP |
| SPDR S&P 500 ETF TR | 3546 | 2418088 | TR UNIT |
| VANGUARD MUN BD FDS | 30695 | 2319621 | CORE TAX EXEMPT |
| UNITED PARCEL SERVICE INC | 17352 | 1721145 | CL B |
| PALANTIR TECHNOLOGIES INC | 6420 | 1141155 | CL A |
| COMMUNITY WEST BANCSHARES NE | 32430 | 729675 | COM |
| SELECT SECTOR SPDR TR | 10502 | 469544 | STATE STREET ENE |
| COSTCO WHSL CORP NEW | 529 | 456178 | COM |
| PROSHARES TR | 2236 | 232701 | S&P 500 DV ARIST |
| CATERPILLAR INC | 401 | 229721 | COM |
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