Nwm Advisors, LLC Top Holdings and 13F Report (2026) About Nwm Advisors, LLCInvestment ActivityNwm Advisors, LLC has $126.98 million in total holdings as of June 30, 2026.Nwm Advisors, LLC owns shares of 23 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.22% of the portfolio was purchased this quarter.About 3.40% of the portfolio was sold this quarter.This quarter, Nwm Advisors, LLC has purchased 23 new stocks and bought additional shares in 12 stocks.Nwm Advisors, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $37,081,669Vanguard S&P Mid-Cap 400 ETF $15,849,598Berkshire Hathaway $10,554,226Vanguard Mid-Cap ETF $7,817,480Schwab US Small-Cap ETF $7,499,360 Largest New Holdings this Quarter 22788C105 - CrowdStrike $302,203 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 76,277 shares (about $6.15M)Vanguard Information Technology ETF 27,323 shares (about $3.27M)Vanguard S&P Mid-Cap 400 ETF 10,416 shares (about $1.36M)Berkshire Hathaway 872 shares (about $436.34K)Schwab US Small-Cap ETF 11,088 shares (about $400.61K) Largest Sales this Quarter THE ALGER ETF TRUST 95,201 shares (about $2.04M)Vanguard S&P 500 ETF 576 shares (about $395.60K)NVIDIA 1,859 shares (about $371.97K)Apple 527 shares (about $152.50K)First Trust NASDAQ-100 Technology Sector Index Fund 226 shares (about $75.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNwm Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$37,081,669$395,604 â–¼-1.1%53,99129.2%ETFIVOOVanguard S&P Mid-Cap 400 ETF$15,849,598$1,358,246 â–²9.4%121,54612.5%ETFBRK.BBerkshire Hathaway$10,554,226$436,340 â–²4.3%21,0928.3%FinanceVOVanguard Mid-Cap ETF$7,817,480$6,145,649 â–²367.6%97,0276.2%ETFSCHASchwab US Small-Cap ETF$7,499,360$400,609 â–²5.6%207,5665.9%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$6,530,661$75,638 â–¼-1.1%19,5135.1%ETFAAPLApple$5,280,074$152,496 â–¼-2.8%18,2474.2%TechnologyJPMJPMorgan Chase & Co.$4,995,025$83,469 â–²1.7%15,2603.9%FinanceVVisa$4,741,842$248,740 â–²5.5%13,8213.7%FinanceNVDANVIDIA$4,523,232$371,967 â–¼-7.6%22,6063.6%TechnologyMSFTMicrosoft$3,949,433$253,647 â–²6.9%10,5883.1%TechnologyVGTVanguard Information Technology ETF$3,723,048$3,265,645 â–²714.0%31,1502.9%ETFTHE ALGER ETF TRUST$3,617,696$245,132 â–²7.3%79,2662.8%AI ENABLERS ADOPSPYSPDR S&P 500 ETF Trust$2,671,943$39,579 â–¼-1.5%3,5782.1%ETFVANGUARD MUN BD FDS$2,338,986$9,015 â–²0.4%30,6151.8%CORE TAX EXEMPTUPSUnited Parcel Service$1,689,6850.0%15,7181.3%IndustrialsTHE ALGER ETF TRUST$1,669,407$2,039,986 â–¼-55.0%77,9071.3%RUSSE INNOV ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$893,446$102,721 â–²13.0%18,3610.7%ETFCATCaterpillar$427,0250.0%4010.3%IndustrialsCOSTCostco Wholesale$306,834$60,806 â–¼-16.5%3280.2%Consumer StaplesCRWDCrowdStrike$302,203$302,203 â–²New Holding3960.2%TechnologyXLEEnergy Select Sector SPDR Fund$268,7370.0%5,0600.2%ETFNOBLProShares S&P 500 Aristocrats ETF$243,959$121,980 â–²100.0%4,3440.2%ETFPALANTIR TECHNOLOGIES INC$0$1,185,014 â–¼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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