Nvwm, LLC Top Holdings and 13F Report (2026)

About Nvwm, LLC

Investment Activity

Nvwm, LLC has $449.23 million in total holdings as of March 31, 2026.
Nvwm, LLC owns shares of 747 different stocks, but just 94 companies or ETFs make up 80% of its holdings.
Approximately 10.75% of the portfolio was purchased this quarter.
About ∞ of the portfolio was sold this quarter.
This quarter, Nvwm, LLC has purchased 745 new stocks and bought additional shares in 168 stocks.
Nvwm, LLC sold shares of 182 stocks and completely divested from 74 stocks this quarter.

Largest Holdings

Apple: $18,912,410
Microsoft: $15,068,993
NVIDIA: $14,769,184
Amazon.com: $14,192,976
SPDR Gold Shares: $11,595,024

Largest New Holdings this Quarter

72201R882 - PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund: $1,328,591 Holding
09290C848 - ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF: $1,276,081 Holding
02072Q796 - SARMAYA THEMATIC ETF: $687,041 Holding
78464A698 - SPDR S&P Regional Banking ETF: $667,006 Holding
23282W605 - Cytokinetics: $607,493 Holding

Largest Purchases this Quarter

Chevron: 16,489 shares (about $3.41M)
SPDR Portfolio S&P 500 ETF: 40,937 shares (about $3.13M)
Apple: 12,320 shares (about $3.13M)
HARBOR COMMODITY ALL-WEATHER STRATEGY ETF: 71,519 shares (about $2.22M)
iShares Russell 2000 ETF: 8,135 shares (about $2.02M)

Largest Sales this Quarter

Genuine Parts: 2 shares (about $∞T)
SPDR S&P 500 ETF Trust: 14,724 shares (about $9.58M)
iShares 7-10 Year Treasury Bond ETF: 43,730 shares (about $4.17M)
Dell Technologies: 12,891 shares (about $2.12M)
iShares Core U.S. Aggregate Bond ETF: 18,249 shares (about $1.81M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$18,912,410	$3,126,689 â–²	19.8%	74,520	4.2%	Computer and Technology
MSFT Microsoft	$15,068,993	$427,550 â–²	2.9%	40,708	3.4%	Computer and Technology
NVDA NVIDIA	$14,769,184	$937,801 â–²	6.8%	84,681	3.3%	Computer and Technology
AMZN Amazon.com	$14,192,976	$287,621 â–²	2.1%	68,147	3.2%	Retail/Wholesale
GLD SPDR Gold Shares	$11,595,024	$11,618 â–¼	-0.1%	26,947	2.6%	Finance
GOOGL Alphabet	$11,498,500	$993,818 â–²	9.5%	39,986	2.6%	Computer and Technology
USFR WisdomTree Floating Rate Treasury Fund	$10,056,170	$379,966 â–¼	-3.6%	199,765	2.2%	Finance
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$8,949,942	$1,032,467 â–¼	-10.3%	179,178	2.0%	Manufacturing
VUSB Vanguard Ultra-Short Bond ETF	$8,212,612	$378,514 â–²	4.8%	164,962	1.8%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$8,184,927	$169,806 â–¼	-2.0%	75,098	1.8%	Finance
AVGO Broadcom	$7,780,418	$664,824 â–²	9.3%	25,138	1.7%	Computer and Technology
META Meta Platforms	$6,986,381	$33,184 â–²	0.5%	12,211	1.6%	Computer and Technology
HARBOR COMMODITY ALL-WEATHER STRATEGY ETF	$6,582,244	$2,217,804 â–²	50.8%	212,262	1.5%	ETF
IWM iShares Russell 2000 ETF	$6,106,256	$2,017,480 â–²	49.3%	24,622	1.4%	Finance
XLV Health Care Select Sector SPDR Fund	$5,660,750	$14,954 â–¼	-0.3%	38,611	1.3%	ETF
NFLX Netflix	$5,392,861	$215,280 â–²	4.2%	56,088	1.2%	Consumer Discretionary
AMAT Applied Materials	$5,229,565	$520,188 â–¼	-9.0%	15,301	1.2%	Computer and Technology
AMD Advanced Micro Devices	$5,063,169	$6,510 â–²	0.1%	24,889	1.1%	Computer and Technology
CVX Chevron	$4,914,703	$3,411,574 â–²	227.0%	23,754	1.1%	Energy
COST Costco Wholesale	$4,817,226	$493,282 â–²	11.4%	4,834	1.1%	Retail/Wholesale
SPLG SPDR Portfolio S&P 500 ETF	$4,745,481	$3,133,319 â–²	194.4%	62,000	1.1%	ETF
BRK.B Berkshire Hathaway	$4,384,201	$619,126 â–¼	-12.4%	9,149	1.0%	Finance
JPM JPMorgan Chase & Co.	$4,368,413	$28,534 â–²	0.7%	14,850	1.0%	Finance
EFA iShares MSCI EAFE ETF	$4,206,753	$746,339 â–²	21.6%	43,311	0.9%	Finance
GE VERNOVA INC COM	$4,064,223	$25,314 â–¼	-0.6%	4,656	0.9%	COM
MRK Merck & Co., Inc.	$3,955,977	$6,496 â–¼	-0.2%	32,887	0.9%	Medical
WFC Wells Fargo & Company	$3,852,801	$44,263 â–²	1.2%	48,396	0.9%	Finance
V Visa	$3,801,503	$457,015 â–¼	-10.7%	12,577	0.8%	Business Services
PANW Palo Alto Networks	$3,735,296	$579,076 â–²	18.3%	23,299	0.8%	Computer and Technology
GDX VanEck Gold Miners ETF	$3,719,439	$930,732 â–¼	-20.0%	40,530	0.8%	ETF
WALMART INC COM	$3,692,091	$194,000 â–¼	-5.0%	29,708	0.8%	COM
IWR iShares Russell Mid-Cap ETF	$3,444,910	$478,851 â–¼	-12.2%	35,431	0.8%	ETF
MA Mastercard	$3,434,730	$34,977 â–²	1.0%	6,874	0.8%	Business Services
ARISTA NETWORKS INC COM SHS	$3,394,499	$82,140 â–¼	-2.4%	27,647	0.8%	COM
VTI Vanguard Total Stock Market ETF	$3,110,810	$229,052 â–¼	-6.9%	9,697	0.7%	ETF
LLY Eli Lilly and Company	$3,037,546	$50,580 â–²	1.7%	3,303	0.7%	Medical
EEM iShares MSCI Emerging Markets ETF	$2,926,005	$749,632 â–²	34.4%	51,523	0.7%	Finance
AXP American Express	$2,839,536	$41,438 â–²	1.5%	9,388	0.6%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$2,833,955	$1,811,575 â–¼	-39.0%	28,548	0.6%	Finance
BND Vanguard Total Bond Market ETF	$2,813,784	$50,517 â–²	1.8%	38,210	0.6%	ETF
CDNS Cadence Design Systems	$2,776,755	$536,289 â–²	23.9%	9,993	0.6%	Computer and Technology
TJX TJX Companies	$2,769,350	$36,731 â–²	1.3%	17,341	0.6%	Retail/Wholesale
ABBV AbbVie	$2,666,735	$1,522 â–²	0.1%	12,261	0.6%	Medical
IAU iShares Gold Trust	$2,633,427	$1,349,906 â–¼	-33.9%	29,871	0.6%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$2,625,926	$1,351,583 â–²	106.1%	30,291	0.6%	ETF
TMO Thermo Fisher Scientific	$2,620,843	$1,966 â–²	0.1%	5,332	0.6%	Medical
ASML ASML	$2,565,274	$377,790 â–¼	-12.8%	1,942	0.6%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$2,419,057	$41,450 â–¼	-1.7%	47,798	0.5%	ETF
MS Morgan Stanley	$2,410,894	$2,304 â–¼	-0.1%	14,650	0.5%	Finance
BAC Bank of America	$2,386,813	$32,809 â–²	1.4%	48,960	0.5%	Finance
VXUS Vanguard Total International Stock ETF	$2,345,274	$124,531 â–¼	-5.0%	30,415	0.5%	ETF
SBUX Starbucks	$2,307,404	$79,643 â–²	3.6%	25,756	0.5%	Retail/Wholesale
HD Home Depot	$2,297,843	$500,546 â–¼	-17.9%	6,987	0.5%	Retail/Wholesale
ATI ATI	$2,285,613	$25,019 â–¼	-1.1%	15,713	0.5%	Basic Materials
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,241,763	$312,830 â–²	16.2%	28,177	0.5%	ETF
DIS Walt Disney	$2,234,887	$33,346 â–²	1.5%	23,189	0.5%	Consumer Discretionary
WM Waste Management	$2,158,923	$2,298 â–²	0.1%	9,395	0.5%	Business Services
QEFA SPDR MSCI EAFE StrategicFactors ETF	$2,153,527	$132,724 â–¼	-5.8%	23,089	0.5%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$2,083,356	$1,207,276 â–²	137.8%	22,180	0.5%	ETF
NEE NextEra Energy	$2,081,319	$1,486 â–¼	-0.1%	22,409	0.5%	Utilities
ETN Eaton	$2,080,209	$1,688,560 â–¼	-44.8%	5,816	0.5%	Industrials
PLD Prologis	$2,018,653	$28,287 â–¼	-1.4%	15,272	0.4%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$2,014,844	$223,927 â–²	12.5%	24,402	0.4%	Manufacturing
PWR Quanta Services	$1,991,867	$43,922 â–²	2.3%	3,628	0.4%	Construction
MBB iShares MBS ETF	$1,991,291	$1,763,601 â–²	774.6%	20,972	0.4%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$1,951,664	$1,693,486 â–²	655.9%	21,325	0.4%	ETF
XEL Xcel Energy	$1,942,864	$24,626 â–¼	-1.3%	24,457	0.4%	Utilities
KLAC KLA	$1,924,650	$452,079 â–¼	-19.0%	1,307	0.4%	Computer and Technology
PEP PepsiCo	$1,876,574	$48,607 â–²	2.7%	12,084	0.4%	Consumer Staples
MCD McDonald's	$1,836,188	$16,161 â–¼	-0.9%	5,908	0.4%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$1,833,041	$35,147 â–²	2.0%	5,424	0.4%	Computer and Technology
LAM RESEARCH CORP COM NEW	$1,820,915	$1,123,702 â–¼	-38.2%	8,522	0.4%	COM
UNP Union Pacific	$1,801,991	$18,925 â–¼	-1.0%	7,427	0.4%	Transportation
SPY SPDR S&P 500 ETF Trust	$1,792,337	$9,575,606 â–¼	-84.2%	2,756	0.4%	Finance
TCAF T. Rowe Price Capital Appreciation Equity ETF	$1,790,106	$2,776 â–¼	-0.2%	50,298	0.4%	ETF
DUK Duke Energy	$1,780,212	$21,474 â–²	1.2%	13,596	0.4%	Utilities
LMT Lockheed Martin	$1,751,522	$1,749,104 â–²	72,350.0%	2,898	0.4%	Aerospace
XBI SPDR S&P Biotech ETF	$1,744,045	$4,471 â–²	0.3%	13,654	0.4%	ETF
PALANTIR TECHNOLOGIES INC CL A	$1,743,804	$610,280 â–²	53.8%	11,921	0.4%	COM
AEM Agnico Eagle Mines	$1,711,528	$37,348 â–²	2.2%	8,432	0.4%	Basic Materials
RSP Invesco S&P 500 Equal Weight ETF	$1,677,380	$641,012 â–²	61.9%	8,740	0.4%	ETF
C Citigroup	$1,645,806	$29,713 â–²	1.8%	14,512	0.4%	Financial Services
SON Sonoco Products	$1,615,614	$259,470 â–¼	-13.8%	29,869	0.4%	Industrials
UBER Uber Technologies	$1,592,746	$500,129 â–¼	-23.9%	22,143	0.4%	Computer and Technology
JNJ Johnson & Johnson	$1,587,393	$244 â–¼	0.0%	6,494	0.4%	Medical
CRWD CrowdStrike	$1,584,674	$11,322 â–²	0.7%	4,059	0.4%	Computer and Technology
PG Procter & Gamble	$1,576,318	$82,044 â–²	5.5%	10,913	0.4%	Consumer Staples
BA Boeing	$1,567,362	$83,792 â–²	5.6%	7,875	0.3%	Aerospace
CLH Clean Harbors	$1,553,216	$10,322 â–¼	-0.7%	5,417	0.3%	Business Services
ABT Abbott Laboratories	$1,547,991	$3,696 â–²	0.2%	15,077	0.3%	Medical
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,528,970	$1,577 â–¼	-0.1%	29,090	0.3%	Manufacturing
MELI MercadoLibre	$1,523,266	$34,580 â–²	2.3%	881	0.3%	Retail/Wholesale
PH Parker-Hannifin	$1,509,492	$15,220 â–¼	-1.0%	1,686	0.3%	Industrials
DELL Dell Technologies	$1,486,033	$2,115,800 â–¼	-58.7%	9,054	0.3%	Computer and Technology
MPWR Monolithic Power Systems	$1,458,529	$73,254 â–²	5.3%	1,334	0.3%	Computer and Technology
EW Edwards Lifesciences	$1,423,182	$48,528 â–²	3.5%	17,772	0.3%	Medical
APH Amphenol	$1,413,983	$1,408,297 â–²	24,768.9%	11,191	0.3%	Computer and Technology
ROST Ross Stores	$1,406,579	$6,932 â–¼	-0.5%	6,493	0.3%	Retail/Wholesale
SHOPIFY INC CL A SUB VTG SHS	$1,405,173	$141,632 â–²	11.2%	11,846	0.3%	COM
EWC iShares MSCI Canada ETF	$1,375,743	$45,641 â–¼	-3.2%	25,109	0.3%	ETF

Showing largest 100 holdings. View all holdings.

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Nvwm, LLC Top Holdings and 13F Report (2026)

About Nvwm, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Nvwm, LLC Top Holdings and 13F Report (2026)

About Nvwm, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNvwm, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools