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CIK: 0001697274
Total reported value
$496.3M
$496.3M
686 檔
15.4%
At the close of Q3 2025, Nvwm, LLC disclosed equity holdings valued at approximately $496.3M, spread across 686 reported holdings.
Nvwm, LLC executed strategic sector rebalancing during Q3 2025, establishing 21 new positions while fully exiting 10 holdings and trimming 85 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 15.4% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 686 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.67% | -0.23% | +1.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.62% | +0.12% | +0.89% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | +0.11% | +0.58% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.04% | +0.13% | -9.83% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.59% | -0.11% | +3.32% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 2.30% | -0.86% | -0.50% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.11% | -0.45% | +21.11% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | +0.74% | +26.67% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.99% | -0.15% | -0.54% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.83% | -0.05% | +4.78% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.77% | -0.08% | -1.68% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.76% | -0.47% | -0.31% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 1.41% | -0.35% | +0.77% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | +0.07% | +4.37% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.08% | +1.51% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | +0.03% | +3.08% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | — | -2.33% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.07% | -0.06% | +6.62% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.94% | -0.05% | +1.39% | |
| 20 | ANET | Arista Networks Inc | Stock-Tech | 0.94% | +0.01% | -4.08% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.93% | +0.84% | +2.26% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 0.92% | -0.01% | +0.92% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.91% | +0.68% | -0.22% | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.89% | -0.82% | -0.83% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 0.89% | +0.03% | -0.47% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | -0.01% | +0.39% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.85% | — | +2.06% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.81% | +0.13% | -3.57% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.80% | +0.62% | +0.63% | |
| 30 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.79% | +0.13% | +102.01% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.22% | +1.89% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | +0.01% | +1.68% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.15% | +0.64% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.73% | -0.09% | +5.41% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.15% | +6.86% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.71% | +0.03% | -2.55% | |
| 37 | DELL | Dell Technologies -c | Stock-Tech | 0.70% | +0.43% | -3.49% | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.66% | +0.46% | -3.24% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.02% | -0.63% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.64% | -0.03% | +0.93% | |
| 41 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.64% | +0.09% | -2.54% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | -0.12% | +1.65% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.18% | +3.35% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | -0.05% | +1.82% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.02% | -0.64% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.57% | -0.06% | +0.21% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.12% | -32.83% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.56% | -0.09% | -0.05% | |
| 49 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.56% | -0.22% | +5.66% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.55% | +0.06% | -1.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +2.2% | +3.32% | Add |
| 2 | MSFT | Microsoft CORP | +0.8% | +1.28% | Add |
| 3 | USFR | Wisdomtree Floating Rate Tre | +0.7% | +21.11% | Add |
| 4 | AVGO | Broadcom Inc | +0.7% | -1.68% | Trim |
| 5 | GEV | GE Vernova Inc | +0.7% | -3.24% | Add |
| 6 | NVDA | Nvidia CORP | +0.6% | -9.83% | Trim |
| 7 | GDX | Vaneck Gold Miners ETF | +0.6% | -0.83% | Add |
| 8 | CDNS | Cadence Design Sys Inc | +0.5% | +102.01% | Add |
| 9 | XEL | Xcel Energy Inc | +0.5% | +113068.18% | Add |
| 10 | HOOD | Robinhood Markets Inc - A | +0.4% | -2.54% | Trim |
| 11 | GLD | Spdr Gold Shares | +0.3% | -0.50% | Add |
| 12 | EFA | Ishares Msci Eafe ETF | +0.3% | -3.57% | Add |
| 13 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +1.41% | Add |
| 14 | AMD | Advanced Micro Devices | +0.3% | +2.26% | Add |
| 15 | CVX | Chevron CORP | +0.3% | +194.62% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.3% | +21680.00% | Add |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +179.50% | Add |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | +0.3% | -0.63% | Add |
| 19 | BA | Boeing Co/the | +0.3% | +0.38% | Add |
| 20 | ORCL | Oracle CORP | +0.2% | +39.46% | Add |
| 21 | ROST | Ross Stores Inc | +0.2% | -0.72% | Add |
| 22 | BSX | Boston Scientific CORP | +0.2% | -0.60% | Add |
| 23 | WSM | Williams-sonoma Inc | +0.2% | -0.79% | Add |
| 24 | DELL | Dell Technologies -c | +0.2% | -3.49% | Add |
| 25 | EWW | Ishares Msci Mexico ETF | +0.2% | -2.78% | Add |
| 26 | META | Meta Platforms Inc-class A | +0.2% | -0.54% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +4.37% | Add |
| 28 | WFC | Wells Fargo & Co | +0.2% | +0.92% | Add |
| 29 | AMAT | Applied Materials Inc | +0.2% | +0.63% | Add |
| 30 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -0.70% | Add |
| 31 | EWC | Ishares Msci Canada ETF | +0.2% | -0.90% | Add |
| 32 | LRCX | Lam Research CORP | +0.2% | -0.16% | Trim |
| 33 | ETN | Eaton Corporation plc | +0.1% | -0.47% | Add |
| 34 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.87% | Trim |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.67% | Add |
| 36 | HGER | Harbor Commodity All Weather | +0.1% | +5.66% | Add |
| 37 | PANW | Palo Alto Networks Inc | +0.1% | -0.22% | Add |
| 38 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.1% | +8.43% | Add |
| 39 | KLAC | Kla CORP | +0.1% | +0.36% | Trim |
| 40 | MS | Morgan Stanley | +0.1% | -1.23% | Add |
| 41 | ASML | ASML Holding N.V. | +0.1% | -0.35% | Trim |
| 42 | PWR | Quanta Services Inc | +0.1% | +0.49% | Trim |
| 43 | NKE | Nike Inc -cl B | +0.1% | +11.37% | Add |
| 44 | EEM | Ishares Msci Emerging Market | +0.1% | +4.71% | Add |
| 45 | JPM | Jpmorgan Chase & Co | +0.1% | -2.33% | Trim |
| 46 | ANET | Arista Networks Inc | +0.1% | -4.08% | Trim |
| 47 | SNOW | Snowflake Inc | +0.1% | +1.32% | Add |
| 48 | DVY | Ishares Select Dividend ETF | +0.1% | -16.32% | Add |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +4.78% | Add |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +0.21% | Add |
According to official SEC Form 13F filings, Nvwm, LLC reported a total U.S. public equity portfolio value of $496.3M across 686 disclosed positions in Q3 2025.
During Q3 2025, Nvwm, LLC's top holdings by market value included MSFT (4.7%)、AAPL (3.6%)、AMZN (3.3%). The largest single position, MSFT, represented 4.7% 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.
Top New Position Initiated
TSM
市值: $1.5M
Top Position Liquidated / Trimmed
SHEL
前期市值: $929.6K
In Q3 2025, Nvwm, LLC made 199 total portfolio adjustments, initiating 21 new buys, adding to 83 positions, trimming 85 holdings, and fully liquidating 10 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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