§ 13F · FUND PROFILE
NWM ADVISORS, LLC.
AUM · $254M (13F)Positions · 46Turnover · n/a · Q2Filed · Aug 28, 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 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 54K | $37M | 14.6% | — |
| 2 | IVOO | VANGUARD ADMIRAL FDS INC | 122K | $16M | 6.2% | — |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 21K | $11M | 4.2% | +109% |
| 4 | VO | VANGUARD INDEX FDS | 97K | $8M | 3.1% | — |
| 5 | SCHA | SCHWAB STRATEGIC TR | 208K | $7M | 3.0% | +111% |
| 6 | QTEC | FIRST TR EXCHANGE-TRADED FD | 20K | $7M | 2.6% | +98% |
| 7 | AAPL | APPLE INC | 18K | $5M | 2.1% | — |
| 8 | JPM | JPMORGAN CHASE & CO | 15K | $5M | 2.0% | — |
| 9 | V | VISA INC | 14K | $5M | 1.9% | — |
| 10 | NVDA | NVIDIA CORPORATION | 23K | $5M | 1.8% | — |
§ 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.
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