§ 13F · FUND PROFILE
NWF Advisory Services Inc..
AUM · $1.1B (13F)Positions · 456Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 60K | $69M | 6.5% | −18% |
| 2 | XLK | SELECT SECTOR SPDR TR | 267K | $51M | 4.8% | −1% |
| 3 | VOO | VANGUARD INDEX FDS | 66K | $45M | 4.3% | +1% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 82K | $41M | 3.9% | +6% |
| 5 | AAPL | APPLE INC | 120K | $35M | 3.3% | −1% |
| 6 | GOOG | ALPHABET INC | 80K | $28M | 2.7% | ±0% |
| 7 | SDY | SPDR SERIES TRUST | 184K | $28M | 2.6% | +3% |
| 8 | IVV | ISHARES TR | 28K | $21M | 2.0% | +1% |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 21K | $20M | 1.9% | +1% |
| 10 | ITOT | ISHARES TR | 112K | $18M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NWF SIGNAL
AC read
NWF Advisory Services Inc. is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 456 positions.
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