Nvwm, LLC Top Holdings and 13F Report (2026) About Nvwm, LLCInvestment ActivityNvwm, 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 $18,912,410Microsoft $15,068,993NVIDIA $14,769,184Amazon.com $14,192,976SPDR 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 Holding09290C848 - ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF $1,276,081 Holding02072Q796 - SARMAYA THEMATIC ETF $687,041 Holding78464A698 - SPDR S&P Regional Banking ETF $667,006 Holding23282W605 - 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 TimeMap of 500 Largest Holdings ofNvwm, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$18,912,410$3,126,689 ▲19.8%74,5204.2%Computer and TechnologyMSFTMicrosoft$15,068,993$427,550 ▲2.9%40,7083.4%Computer and TechnologyNVDANVIDIA$14,769,184$937,801 ▲6.8%84,6813.3%Computer and TechnologyAMZNAmazon.com$14,192,976$287,621 ▲2.1%68,1473.2%Retail/WholesaleGLDSPDR Gold Shares$11,595,024$11,618 ▼-0.1%26,9472.6%FinanceGOOGLAlphabet$11,498,500$993,818 ▲9.5%39,9862.6%Computer and TechnologyUSFRWisdomTree Floating Rate Treasury Fund$10,056,170$379,966 ▼-3.6%199,7652.2%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,949,942$1,032,467 ▼-10.3%179,1782.0%ManufacturingVUSBVanguard Ultra-Short Bond ETF$8,212,612$378,514 ▲4.8%164,9621.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$8,184,927$169,806 ▼-2.0%75,0981.8%FinanceAVGOBroadcom$7,780,418$664,824 ▲9.3%25,1381.7%Computer and TechnologyMETAMeta Platforms$6,986,381$33,184 ▲0.5%12,2111.6%Computer and TechnologyHARBOR COMMODITY ALL-WEATHER STRATEGY ETF$6,582,244$2,217,804 ▲50.8%212,2621.5%ETFIWMiShares Russell 2000 ETF$6,106,256$2,017,480 ▲49.3%24,6221.4%FinanceXLVHealth Care Select Sector SPDR Fund$5,660,750$14,954 ▼-0.3%38,6111.3%ETFNFLXNetflix$5,392,861$215,280 ▲4.2%56,0881.2%Consumer DiscretionaryAMATApplied Materials$5,229,565$520,188 ▼-9.0%15,3011.2%Computer and TechnologyAMDAdvanced Micro Devices$5,063,169$6,510 ▲0.1%24,8891.1%Computer and TechnologyCVXChevron$4,914,703$3,411,574 ▲227.0%23,7541.1%EnergyCOSTCostco Wholesale$4,817,226$493,282 ▲11.4%4,8341.1%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$4,745,481$3,133,319 ▲194.4%62,0001.1%ETFBRK.BBerkshire Hathaway$4,384,201$619,126 ▼-12.4%9,1491.0%FinanceJPMJPMorgan Chase & Co.$4,368,413$28,534 ▲0.7%14,8501.0%FinanceEFAiShares MSCI EAFE ETF$4,206,753$746,339 ▲21.6%43,3110.9%FinanceGE VERNOVA INC COM$4,064,223$25,314 ▼-0.6%4,6560.9%COMMRKMerck & Co., Inc.$3,955,977$6,496 ▼-0.2%32,8870.9%MedicalWFCWells Fargo & Company$3,852,801$44,263 ▲1.2%48,3960.9%FinanceVVisa$3,801,503$457,015 ▼-10.7%12,5770.8%Business ServicesPANWPalo Alto Networks$3,735,296$579,076 ▲18.3%23,2990.8%Computer and TechnologyGDXVanEck Gold Miners ETF$3,719,439$930,732 ▼-20.0%40,5300.8%ETFWALMART INC COM$3,692,091$194,000 ▼-5.0%29,7080.8%COMIWRiShares Russell Mid-Cap ETF$3,444,910$478,851 ▼-12.2%35,4310.8%ETFMAMastercard$3,434,730$34,977 ▲1.0%6,8740.8%Business ServicesARISTA NETWORKS INC COM SHS$3,394,499$82,140 ▼-2.4%27,6470.8%COMVTIVanguard Total Stock Market ETF$3,110,810$229,052 ▼-6.9%9,6970.7%ETFLLYEli Lilly and Company$3,037,546$50,580 ▲1.7%3,3030.7%MedicalEEMiShares MSCI Emerging Markets ETF$2,926,005$749,632 ▲34.4%51,5230.7%FinanceAXPAmerican Express$2,839,536$41,438 ▲1.5%9,3880.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,833,955$1,811,575 ▼-39.0%28,5480.6%FinanceBNDVanguard Total Bond Market ETF$2,813,784$50,517 ▲1.8%38,2100.6%ETFCDNSCadence Design Systems$2,776,755$536,289 ▲23.9%9,9930.6%Computer and TechnologyTJXTJX Companies$2,769,350$36,731 ▲1.3%17,3410.6%Retail/WholesaleABBVAbbVie$2,666,735$1,522 ▲0.1%12,2610.6%MedicalIAUiShares Gold Trust$2,633,427$1,349,906 ▼-33.9%29,8710.6%FinanceTLTiShares 20+ Year Treasury Bond ETF$2,625,926$1,351,583 ▲106.1%30,2910.6%ETFTMOThermo Fisher Scientific$2,620,843$1,966 ▲0.1%5,3320.6%MedicalASMLASML$2,565,274$377,790 ▼-12.8%1,9420.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$2,419,057$41,450 ▼-1.7%47,7980.5%ETFMSMorgan Stanley$2,410,894$2,304 ▼-0.1%14,6500.5%FinanceBACBank of America$2,386,813$32,809 ▲1.4%48,9600.5%FinanceVXUSVanguard Total International Stock ETF$2,345,274$124,531 ▼-5.0%30,4150.5%ETFSBUXStarbucks$2,307,404$79,643 ▲3.6%25,7560.5%Retail/WholesaleHDHome Depot$2,297,843$500,546 ▼-17.9%6,9870.5%Retail/WholesaleATIATI$2,285,613$25,019 ▼-1.1%15,7130.5%Basic MaterialsHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,241,763$312,830 ▲16.2%28,1770.5%ETFDISWalt Disney$2,234,887$33,346 ▲1.5%23,1890.5%Consumer DiscretionaryWMWaste Management$2,158,923$2,298 ▲0.1%9,3950.5%Business ServicesQEFASPDR MSCI EAFE StrategicFactors ETF$2,153,527$132,724 ▼-5.8%23,0890.5%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,083,356$1,207,276 ▲137.8%22,1800.5%ETFNEENextEra Energy$2,081,319$1,486 ▼-0.1%22,4090.5%UtilitiesETNEaton$2,080,209$1,688,560 ▼-44.8%5,8160.5%IndustrialsPLDPrologis$2,018,653$28,287 ▼-1.4%15,2720.4%FinanceSHYiShares 1-3 Year Treasury Bond ETF$2,014,844$223,927 ▲12.5%24,4020.4%ManufacturingPWRQuanta Services$1,991,867$43,922 ▲2.3%3,6280.4%ConstructionMBBiShares MBS ETF$1,991,291$1,763,601 ▲774.6%20,9720.4%ETFCWBSPDR Bloomberg Convertible Securities ETF$1,951,664$1,693,486 ▲655.9%21,3250.4%ETFXELXcel Energy$1,942,864$24,626 ▼-1.3%24,4570.4%UtilitiesKLACKLA$1,924,650$452,079 ▼-19.0%1,3070.4%Computer and TechnologyPEPPepsiCo$1,876,574$48,607 ▲2.7%12,0840.4%Consumer StaplesMCDMcDonald's$1,836,188$16,161 ▼-0.9%5,9080.4%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$1,833,041$35,147 ▲2.0%5,4240.4%Computer and TechnologyLAM RESEARCH CORP COM NEW$1,820,915$1,123,702 ▼-38.2%8,5220.4%COMUNPUnion Pacific$1,801,991$18,925 ▼-1.0%7,4270.4%TransportationSPYSPDR S&P 500 ETF Trust$1,792,337$9,575,606 ▼-84.2%2,7560.4%FinanceTCAFT. Rowe Price Capital Appreciation Equity ETF$1,790,106$2,776 ▼-0.2%50,2980.4%ETFDUKDuke Energy$1,780,212$21,474 ▲1.2%13,5960.4%UtilitiesLMTLockheed Martin$1,751,522$1,749,104 ▲72,350.0%2,8980.4%AerospaceXBISPDR S&P Biotech ETF$1,744,045$4,471 ▲0.3%13,6540.4%ETFPALANTIR TECHNOLOGIES INC CL A$1,743,804$610,280 ▲53.8%11,9210.4%COMAEMAgnico Eagle Mines$1,711,528$37,348 ▲2.2%8,4320.4%Basic MaterialsRSPInvesco S&P 500 Equal Weight ETF$1,677,380$641,012 ▲61.9%8,7400.4%ETFCCitigroup$1,645,806$29,713 ▲1.8%14,5120.4%Financial ServicesSONSonoco Products$1,615,614$259,470 ▼-13.8%29,8690.4%IndustrialsUBERUber Technologies$1,592,746$500,129 ▼-23.9%22,1430.4%Computer and TechnologyJNJJohnson & Johnson$1,587,393$244 ▼0.0%6,4940.4%MedicalCRWDCrowdStrike$1,584,674$11,322 ▲0.7%4,0590.4%Computer and TechnologyPGProcter & Gamble$1,576,318$82,044 ▲5.5%10,9130.4%Consumer StaplesBABoeing$1,567,362$83,792 ▲5.6%7,8750.3%AerospaceCLHClean Harbors$1,553,216$10,322 ▼-0.7%5,4170.3%Business ServicesABTAbbott Laboratories$1,547,991$3,696 ▲0.2%15,0770.3%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,528,970$1,577 ▼-0.1%29,0900.3%ManufacturingMELIMercadoLibre$1,523,266$34,580 ▲2.3%8810.3%Retail/WholesalePHParker-Hannifin$1,509,492$15,220 ▼-1.0%1,6860.3%IndustrialsDELLDell Technologies$1,486,033$2,115,800 ▼-58.7%9,0540.3%Computer and TechnologyMPWRMonolithic Power Systems$1,458,529$73,254 ▲5.3%1,3340.3%Computer and TechnologyEWEdwards Lifesciences$1,423,182$48,528 ▲3.5%17,7720.3%MedicalAPHAmphenol$1,413,983$1,408,297 ▲24,768.9%11,1910.3%Computer and TechnologyROSTRoss Stores$1,406,579$6,932 ▼-0.5%6,4930.3%Retail/WholesaleSHOPIFY INC CL A SUB VTG SHS$1,405,173$141,632 ▲11.2%11,8460.3%COMEWCiShares MSCI Canada ETF$1,375,743$45,641 ▼-3.2%25,1090.3%ETFShowing largest 100 holdings. 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