Nwm Advisors, LLC Top Holdings and 13F Report (2026) About Nwm Advisors, LLCInvestment ActivityNwm Advisors, LLC has $109.78 million in total holdings as of March 31, 2026.Nwm Advisors, LLC owns shares of 23 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.59% of the portfolio was purchased this quarter.About 5.99% of the portfolio was sold this quarter.This quarter, Nwm Advisors, LLC has purchased 25 new stocks and bought additional shares in 11 stocks.Nwm Advisors, LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $32,606,718Vanguard S&P Mid-Cap 400 ETF $12,704,382Berkshire Hathaway $9,689,424Vanguard Mid-Cap ETF $5,958,921Schwab US Small-Cap ETF $5,713,586 Largest Purchases this Quarter Vanguard Mid-Cap ETF 11,292 shares (about $3.24M)Vanguard S&P 500 ETF 3,707 shares (about $2.22M)Schwab US Small-Cap ETF 14,734 shares (about $428.47K)Berkshire Hathaway 659 shares (about $315.79K)First Trust Morningstar Dividend Leaders Index Fund 5,473 shares (about $278.03K) Largest Sales this Quarter THE ALGER ETF TRUST 83,963 shares (about $1.57M)Energy Select Sector SPDR Fund 5,442 shares (about $333.38K)JPMorgan Chase & Co. 705 shares (about $207.38K)Vanguard S&P Mid-Cap 400 ETF 1,789 shares (about $204.52K)United Parcel Service 1,634 shares (about $160.75K) 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$32,606,718$2,215,132 â–²7.3%54,56729.7%ETFIVOOVanguard S&P Mid-Cap 400 ETF$12,704,382$204,518 â–¼-1.6%111,13011.6%ETFBRK.BBerkshire Hathaway$9,689,424$315,793 â–²3.4%20,2208.8%FinanceVOVanguard Mid-Cap ETF$5,958,921$3,242,802 â–²119.4%20,7505.4%ETFSCHASchwab US Small-Cap ETF$5,713,586$428,465 â–²8.1%196,4785.2%ETFAAPLApple$4,764,745$67,509 â–¼-1.4%18,7744.3%Computer and TechnologyJPMJPMorgan Chase & Co.$4,413,785$207,379 â–¼-4.5%15,0054.0%FinanceNVDANVIDIA$4,266,657$101,674 â–¼-2.3%24,4653.9%Computer and TechnologyQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$4,263,332$160,261 â–¼-3.6%19,7393.9%ManufacturingVVisa$3,957,991$25,689 â–²0.7%13,0963.6%Business ServicesMSFTMicrosoft$3,667,759$236,176 â–²6.9%9,9083.3%Computer and TechnologyTHE ALGER ETF TRUST$3,235,660$1,569,400 â–¼-32.7%173,1082.9%RUSSELL INNOVATIVGTVanguard Information Technology ETF$2,670,174$104,658 â–²4.1%3,8272.4%ETFTHE ALGER ETF TRUST$2,441,488$88,415 â–²3.8%73,8952.2%AI ENABLERS ADOPSPYSPDR S&P 500 ETF Trust$2,361,385$55,279 â–²2.4%3,6312.2%FinanceVANGUARD MUN BD FDS$2,291,850$14,880 â–¼-0.6%30,4972.1%CORE TAX EXEMPTUPSUnited Parcel Service$1,546,337$160,753 â–¼-9.4%15,7181.4%TransportationPALANTIR TECHNOLOGIES INC$1,185,014$245,897 â–²26.2%8,1011.1%CL AFDLFirst Trust Morningstar Dividend Leaders Index Fund$825,500$278,028 â–²50.8%16,2500.8%ETFCOSTCostco Wholesale$391,597$135,514 â–¼-25.7%3930.4%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$309,976$333,377 â–¼-51.8%5,0600.3%ETFCATCaterpillar$284,0920.0%4010.3%IndustrialsNOBLProShares S&P 500 Aristocrats ETF$230,254$6,785 â–¼-2.9%2,1720.2%ETFUBERUber Technologies$0$2,885,834 â–¼-100.0%00.0%Computer and TechnologyCOMMUNITY WEST BANCSHARES NE$0$729,675 â–¼-100.0%00.0%COMShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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