§ 13F · FUND PROFILE
NWM ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 25Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$114.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 51K | $31.9T | 27.8% | NEW |
| 2 | IVOO | VANGUARD ADMIRAL FDS INC | 113K | $12.6T | 11.0% | NEW |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 20K | $9.8T | 8.6% | NEW |
| 4 | INVN | THE ALGER ETF TRUST | 257K | $5.6T | 4.8% | NEW |
| 5 | AAPL | APPLE INC | 19K | $5.2T | 4.5% | NEW |
| 6 | SCHA | SCHWAB STRATEGIC TR | 182K | $5.2T | 4.5% | NEW |
| 7 | JPM | JPMORGAN CHASE & CO. | 16K | $5.1T | 4.4% | NEW |
| 8 | QTEC | FIRST TR EXCHANGE-TRADED FD | 20K | $4.7T | 4.1% | NEW |
| 9 | NVDA | NVIDIA CORPORATION | 25K | $4.7T | 4.1% | NEW |
| 10 | V | VISA INC | 13K | $4.6T | 4.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NWM SIGNAL
AC read
NWM ADVISORS, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed