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CIK: 0001697274
Total reported value
$496.3M
$496.3M
687 檔
14.3%
During the Q2 2025 filing period, Nvwm, LLC (CIK: 0001697274) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $496.3M across 687 reported positions.
Nvwm, LLC executed strategic sector rebalancing during Q2 2025, establishing 21 new positions while fully exiting 7 holdings and trimming 83 positions.
Showing top 200 holdings (of 687 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.75% | -0.23% | +2.04% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.52% | +0.11% | +2.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.10% | +0.12% | -8.52% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | +0.13% | -6.01% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.67% | -0.11% | +605.11% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.16% | -0.15% | +2.43% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.13% | -0.86% | +12.75% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.89% | -0.47% | +10.60% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.88% | -0.45% | +47.06% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.85% | -0.05% | +14.64% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 1.67% | -0.35% | -5.38% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | -0.08% | +0.20% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | +0.07% | +7.08% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.74% | -52.23% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.08% | +6.04% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | +0.03% | +0.95% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | — | +1.62% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.04% | -0.06% | +8.33% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.99% | -0.05% | -63.44% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.99% | +0.68% | +14.23% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 0.94% | -0.01% | +21.75% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.12% | +2.84% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 0.92% | +0.03% | +2.62% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | -0.01% | +0.72% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.86% | +0.13% | +82.12% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.85% | +0.84% | +6.50% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.85% | — | -10.78% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.84% | -0.36% | +70.52% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.15% | +1.40% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.76% | +0.62% | +3.89% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.76% | +0.03% | -35.73% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | -0.22% | -28.40% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.15% | -0.39% | |
| 34 | ANET | Arista Networks Inc | Stock-Tech | 0.74% | +0.01% | -28.96% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | +0.01% | +5.41% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.18% | -15.86% | |
| 37 | DELL | Dell Technologies -c | Stock-Tech | 0.67% | +0.43% | +7.94% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.66% | -0.82% | +91.59% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.65% | -0.03% | -11.02% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.65% | -0.12% | +0.53% | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.64% | -0.09% | -34.25% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.63% | +0.46% | +98760.00% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.61% | -0.06% | +31.44% | |
| 44 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.58% | -0.03% | -1.49% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.57% | +0.02% | +2.97% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.02% | +5.16% | |
| 47 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.54% | -0.22% | +36.63% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.54% | +0.02% | -10.67% | |
| 49 | AWK | American Water Works Co Inc | Stock-Utilities | 0.54% | — | +2.73% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.53% | +0.06% | +5.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +2.3% | +605.11% | Add |
| 2 | MSFT | Microsoft CORP | +0.9% | +2.04% | Add |
| 3 | GEV | GE Vernova Inc | +0.6% | +98760.00% | Add |
| 4 | NVDA | Nvidia CORP | +0.6% | -6.01% | Trim |
| 5 | AVGO | Broadcom Inc | +0.5% | +0.20% | Add |
| 6 | USFR | Wisdomtree Floating Rate Tre | +0.5% | +47.06% | Add |
| 7 | EFA | Ishares Msci Eafe ETF | +0.4% | +82.12% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.4% | +2.43% | Add |
| 9 | GDX | Vaneck Gold Miners ETF | +0.3% | +91.59% | Add |
| 10 | NFLX | Netflix Inc | +0.3% | -5.38% | Trim |
| 11 | JPST | Jpmorgan Ultra-short Income | +0.3% | +70.52% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | NEW | New buy |
| 13 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +10945.41% | Add |
| 14 | HEI | Heico CORP | +0.3% | NEW | New buy |
| 15 | BA | Boeing Co/the | +0.3% | +24657.14% | Add |
| 16 | BSX | Boston Scientific CORP | +0.3% | +24602.44% | Add |
| 17 | GBTC | Grayscale Bitcoin Trust ETF | +0.3% | +5573.68% | Add |
| 18 | AMZN | Amazon.com Inc | +0.2% | +2.37% | Add |
| 19 | GEHC | GE Healthcare Technology | +0.2% | +5483.14% | Add |
| 20 | PAGS | PagSeguro Digital Ltd. | +0.2% | NEW | New buy |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +31.69% | Add |
| 22 | IBN | Icici Bank Ltd-spon Adr | +0.2% | NEW | New buy |
| 23 | AMD | Advanced Micro Devices | +0.2% | +6.50% | Add |
| 24 | HOOD | Robinhood Markets Inc - A | +0.2% | -11.94% | Trim |
| 25 | ROST | Ross Stores Inc | +0.2% | +333300.00% | Add |
| 26 | PANW | Palo Alto Networks Inc | +0.2% | +14.23% | Add |
| 27 | WFC | Wells Fargo & Co | +0.2% | +21.75% | Add |
| 28 | EWW | Ishares Msci Mexico ETF | +0.2% | +132.70% | Add |
| 29 | WSM | Williams-sonoma Inc | +0.2% | +918.60% | Add |
| 30 | GLD | Spdr Gold Shares | +0.2% | +12.75% | Add |
| 31 | ETN | Eaton Corporation plc | +0.2% | +2.62% | Add |
| 32 | RH | Rh | +0.2% | NEW | New buy |
| 33 | DELL | Dell Technologies -c | +0.2% | +7.94% | Add |
| 34 | EWC | Ishares Msci Canada ETF | +0.2% | +101.34% | Add |
| 35 | AVAV | Aerovironment Inc | +0.2% | NEW | New buy |
| 36 | VGK | Vanguard Ftse Europe ETF | +0.2% | NEW | New buy |
| 37 | LVHD | Franklin U.s. Low Volatility | +0.1% | NEW | New buy |
| 38 | SFM | Sprouts Farmers Market Inc | +0.1% | NEW | New buy |
| 39 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +331.86% | Add |
| 40 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 41 | AMAT | Applied Materials Inc | +0.1% | +3.89% | Add |
| 42 | SPOT | Spotify Technology S.A. | +0.1% | -1.49% | Trim |
| 43 | SHOP | Shopify Inc - Class A | +0.1% | +28.31% | Add |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +31.44% | Add |
| 45 | HGER | Harbor Commodity All Weather | +0.1% | +36.63% | Add |
| 46 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.1% | +34.82% | Add |
| 47 | ATI | Ati Inc | +0.1% | -0.70% | Trim |
| 48 | DVY | Ishares Select Dividend ETF | +0.1% | +239.15% | Add |
| 49 | SNOW | Snowflake Inc | +0.1% | -0.57% | Trim |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +14.64% | Add |
According to official SEC Form 13F filings, Nvwm, LLC reported a total U.S. public equity portfolio value of $496.3M across 687 disclosed positions in Q2 2025.
During Q2 2025, Nvwm, LLC's top holdings by market value included MSFT (4.8%)、AMZN (3.5%)、AAPL (3.1%). The largest single position, MSFT, represented 4.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, AAPL) accounted for 14.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
TSM
市值: $1.2M
Top Position Liquidated / Trimmed
SHEL
前期市值: $929.6K
In Q2 2025, Nvwm, LLC made 198 total portfolio adjustments, initiating 21 new buys, adding to 87 positions, trimming 83 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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