§ 13F · FUND PROFILE
NWM ADVISORS, LLC.
AUM · $254M (13F)Positions · 46Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 54K | $37M | — | — |
| 2 | VOO | VANGUARD INDEX FDS | 54K | $37M | — | — |
| 3 | IVOO | VANGUARD ADMIRAL FDS INC | 122K | $16M | — | — |
| 4 | IVOO | VANGUARD ADMIRAL FDS INC | 122K | $16M | — | — |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 21K | $11M | — | — |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 21K | $11M | — | — |
| 7 | VO | VANGUARD INDEX FDS | 97K | $8M | — | — |
| 8 | VO | VANGUARD INDEX FDS | 97K | $8M | — | — |
| 9 | SCHA | SCHWAB STRATEGIC TR | 208K | $7M | — | — |
| 10 | SCHA | SCHWAB STRATEGIC TR | 208K | $7M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NWM SIGNAL
AC read
NWM ADVISORS, LLC is a Other fund managing $254 million in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →