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CIK: 0001697274
Total reported value
$496.3M
$496.3M
747 檔
15.7%
In Q4 2025, Nvwm, LLC's U.S. equity holdings reached a combined market value of $496.3M, distributed across 747 disclosed stock positions.
Nvwm, LLC executed strategic sector rebalancing during Q4 2025, establishing 11 new positions while fully exiting 7 holdings and trimming 105 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 15.7% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 747 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | -0.23% | -1.29% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.68% | +0.12% | -1.50% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | +0.11% | -0.05% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | +0.13% | +9.49% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.59% | +0.07% | +94.61% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.49% | +0.74% | -1.70% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.33% | -0.86% | -6.29% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.27% | -0.45% | +10.84% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.15% | -0.11% | -12.21% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.84% | -0.05% | +4.91% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | -0.15% | +0.85% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.73% | -0.08% | -3.43% | |
| 13 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.71% | -0.47% | +0.58% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.30% | -0.06% | +13.34% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.16% | +0.84% | -2.36% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.08% | -0.34% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.10% | -0.35% | +932.58% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | +0.03% | +0.38% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | — | -2.30% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.02% | — | +140.90% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.98% | -0.05% | +8.18% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 0.97% | -0.01% | -2.25% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.95% | -0.82% | -2.34% | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.94% | +0.62% | -3.00% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.88% | +0.10% | +440.91% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.85% | — | +3.19% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.85% | -0.01% | +1.49% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.15% | +24.97% | |
| 29 | ANET | Arista Networks Inc | Stock-Tech | 0.81% | +0.01% | -1.05% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.80% | -0.09% | +0.65% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.79% | +0.68% | -1.09% | |
| 32 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.76% | -0.22% | +45.23% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.12% | -1.78% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | -0.22% | -0.54% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.15% | -1.83% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | -0.04% | +2930.45% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.74% | +0.03% | -3.23% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.74% | +0.13% | -7.52% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.73% | +0.03% | -0.45% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | -0.05% | -2.83% | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.67% | +0.46% | -2.05% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | +0.01% | +5.01% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.02% | -1.05% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | -0.12% | +1.38% | |
| 45 | DELL | Dell Technologies -c | Stock-Tech | 0.60% | +0.43% | +0.05% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.02% | -2.86% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | -0.09% | -1.40% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.57% | +0.06% | -4.87% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.18% | -2.36% | |
| 50 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.55% | +0.13% | -19.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +94.61% | Add |
| 2 | MRK | Merck & Co. Inc. | +0.7% | +2930.45% | Add |
| 3 | IWM | Ishares Russell 2000 ETF | +0.7% | +440.91% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.6% | +140.90% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.70% | Trim |
| 6 | PLD | Prologis Inc | +0.4% | +6069.72% | Add |
| 7 | EW | Edwards Lifesciences CORP | +0.3% | +74534.78% | Add |
| 8 | XLV | Ss Health Care Select Sector | +0.2% | +13.34% | Add |
| 9 | AMD | Advanced Micro Devices | +0.2% | -2.36% | Trim |
| 10 | HGER | Harbor Commodity All Weather | +0.2% | +45.23% | Add |
| 11 | LLY | Eli Lilly & Co | +0.2% | -1.78% | Trim |
| 12 | KMLM | Kraneshares Mt Lc Mn Ft Id S | +0.2% | +146.21% | Add |
| 13 | NVDA | Nvidia CORP | +0.2% | +9.49% | Add |
| 14 | USFR | Wisdomtree Floating Rate Tre | +0.2% | +10.84% | Add |
| 15 | EEM | Ishares Msci Emerging Market | +0.2% | +54.66% | Add |
| 16 | AMAT | Applied Materials Inc | +0.1% | -3.00% | Trim |
| 17 | XLK | Ss Technology Select Sector | +0.1% | +230.56% | Add |
| 18 | PFE | Pfizer Inc | +0.1% | +882.10% | Add |
| 19 | ATI | Ati Inc | +0.1% | -2.44% | Trim |
| 20 | BA | Boeing Co/the | +0.1% | +42.82% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | +24.97% | Add |
| 22 | LRCX | Lam Research CORP | +0.1% | -2.03% | Trim |
| 23 | VST | Vistra CORP | +0.1% | +63600.00% | Add |
| 24 | TMO | Thermo Fisher Scientific Inc | +0.1% | -2.83% | Trim |
| 25 | IAU | Ishares Gold Trust | +0.1% | +0.65% | Add |
| 26 | AAPL | Apple Inc | +0.1% | -1.50% | Trim |
| 27 | GDX | Vaneck Gold Miners ETF | +0.1% | -2.34% | Trim |
| 28 | AMZN | Amazon.com Inc | +0.1% | -0.05% | Trim |
| 29 | WFC | Wells Fargo & Co | +0.1% | -2.25% | Trim |
| 30 | ORCL | Oracle CORP | +0.1% | +65.07% | Add |
| 31 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -2.18% | Trim |
| 32 | IEF | Ishares 7-10 Year Treasury B | 0% | +8.18% | Add |
| 33 | CAT | Caterpillar Inc | 0% | +0.05% | Add |
| 34 | GLD | Spdr Gold Shares | 0% | -6.29% | Trim |
| 35 | AXP | American Express Co | 0% | -3.23% | Trim |
| 36 | C | Citigroup Inc | 0% | -1.95% | Trim |
| 37 | DHR | Danaher CORP | 0% | -2.22% | Trim |
| 38 | PH | Parker Hannifin CORP | 0% | -1.96% | Trim |
| 39 | AMLP | Alerian Mlp ETF | 0% | +13.30% | Add |
| 40 | KLAC | Kla CORP | 0% | -2.60% | Trim |
| 41 | ROST | Ross Stores Inc | 0% | -1.44% | Trim |
| 42 | WMT | Walmart Inc | 0% | -1.83% | Trim |
| 43 | SHOP | Shopify Inc - Class A | 0% | +2.47% | Add |
| 44 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | 0% | +4.36% | Add |
| 45 | ASML | ASML Holding N.V. | 0% | -3.21% | Trim |
| 46 | MS | Morgan Stanley | 0% | -4.87% | Trim |
| 47 | RACE | Ferrari N.V. | 0% | +48.95% | Add |
| 48 | DXJ | Wisdomtree Japan Hedged Eq | 0% | -1.10% | Trim |
| 49 | GS | Goldman Sachs Group Inc | 0% | +4.61% | Add |
| 50 | XLF | Ss Financial Select Sector | 0% | +48.85% | Add |
According to official SEC Form 13F filings, Nvwm, LLC reported a total U.S. public equity portfolio value of $496.3M across 747 disclosed positions in Q4 2025.
During Q4 2025, Nvwm, LLC's top holdings by market value included MSFT (4.2%)、AAPL (3.7%)、AMZN (3.4%). The largest single position, MSFT, represented 4.2% 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
SPYM
市值: $1.7M
Top Position Liquidated / Trimmed
RDDT
前期市值: $1.2M
In Q4 2025, Nvwm, LLC made 197 total portfolio adjustments, initiating 11 new buys, adding to 74 positions, trimming 105 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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