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CIK: 0001697274
Total reported value
$496.3M
$496.3M
747 檔
15.0%
The Q1 2026 SEC filing reveals that Nvwm, LLC held a total portfolio value of $496.3M, covering 747 public equity positions.
Nvwm, LLC executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 7 holdings and trimming 97 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 15.0% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 747 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.21% | +0.12% | +19.81% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.35% | -0.23% | +2.92% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +0.13% | +6.78% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | +0.11% | +2.07% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 2.58% | -0.86% | -0.10% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.56% | +0.74% | +9.46% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.24% | -0.45% | -3.64% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.99% | -0.11% | -10.34% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.83% | -0.47% | +4.83% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.82% | -0.05% | -2.03% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.73% | -0.08% | +9.34% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | -0.15% | +0.48% | |
| 13 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.47% | -0.22% | +50.82% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.36% | +0.10% | +49.34% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.26% | -0.06% | -0.26% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.20% | -0.35% | +4.16% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.16% | +0.62% | -9.05% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.13% | +0.84% | +0.13% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.29% | +226.96% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | -0.15% | +11.41% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.35% | +194.35% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.08% | -12.37% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | — | +0.66% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.94% | +0.13% | +21.57% | |
| 25 | GEV | GE Vernova Inc | Stock-Industrials | 0.90% | +0.46% | -0.62% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.04% | -0.16% | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 0.86% | -0.01% | +1.16% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.03% | -10.73% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.68% | +18.35% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.83% | -0.82% | -20.02% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.15% | -4.99% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | — | -12.20% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.01% | +1.03% | |
| 34 | ANET | Arista Networks Inc | Stock-Tech | 0.76% | +0.01% | -2.36% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | -0.22% | -6.86% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.12% | +1.69% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.65% | +0.29% | +34.44% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.63% | +0.03% | +1.48% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | — | -39.00% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | -0.12% | +1.83% | |
| 41 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.62% | +0.13% | +23.94% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.62% | -0.09% | +1.34% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.02% | +0.06% | |
| 44 | IAU | Ishares Gold Trust | ETF-Commodities | 0.59% | -0.09% | -33.89% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.58% | -0.58% | EXIT | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.58% | -0.05% | +0.08% | |
| 47 | ASML | ASML Holding N.V. | Stock-Tech | 0.57% | +0.18% | -12.84% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.54% | -0.36% | -1.68% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.54% | +0.06% | -0.10% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | +0.02% | +1.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.9% | +226.96% | Add |
| 2 | HGER | Harbor Commodity All Weather | +0.7% | +50.82% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.7% | +194.35% | Add |
| 4 | AAPL | Apple Inc | +0.5% | +19.81% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.5% | +49.34% | Add |
| 6 | MBB | Ishares Mbs ETF | +0.4% | +774.56% | Add |
| 7 | LMT | Lockheed Martin CORP | +0.4% | +72350.00% | Add |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | +0.4% | +655.94% | Add |
| 9 | APH | Amphenol Corp-cl A | +0.3% | +24768.89% | Add |
| 10 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +106.06% | Add |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | +0.3% | +137.80% | Add |
| 12 | COST | Costco Wholesale CORP | +0.3% | +11.41% | Add |
| 13 | GE | General Electric | +0.3% | +9385.71% | Add |
| 14 | GLD | Spdr Gold Shares | +0.3% | -0.10% | Trim |
| 15 | GEV | GE Vernova Inc | +0.2% | -0.62% | Trim |
| 16 | FCX | Freeport-mcmoran Inc | +0.2% | +24743.28% | Add |
| 17 | AMAT | Applied Materials Inc | +0.2% | -9.05% | Trim |
| 18 | EFA | Ishares Msci Eafe ETF | +0.2% | +21.57% | Add |
| 19 | EEM | Ishares Msci Emerging Market | +0.2% | +34.44% | Add |
| 20 | IBB | Ishares Biotechnology ETF | +0.2% | +534.74% | Add |
| 21 | PNC | Pnc Financial Services Group | +0.2% | +2444.36% | Add |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +61.85% | Add |
| 23 | LOW | Lowe's Cos Inc | +0.1% | +4949.02% | Add |
| 24 | TIP | Ishares Tips Bond ETF | +0.1% | +281.72% | Add |
| 25 | MRK | Merck & Co. Inc. | +0.1% | -0.16% | Trim |
| 26 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +4.83% | Add |
| 27 | PWR | Quanta Services Inc | +0.1% | +2.25% | Add |
| 28 | MP | Mp Materials CORP | +0.1% | +6357.23% | Add |
| 29 | ATI | Ati Inc | +0.1% | -1.08% | Trim |
| 30 | SOFI | Sofi Technologies Inc | +0.1% | +4555.67% | Add |
| 31 | NFLX | Netflix Inc | +0.1% | +4.16% | Add |
| 32 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +122.88% | Add |
| 33 | PLTR | Palantir Technologies Inc-a | +0.1% | +53.84% | Add |
| 34 | NKE | Nike Inc -cl B | +0.1% | +65.68% | Add |
| 35 | COF | Capital One Financial CORP | +0.1% | +5658.82% | Add |
| 36 | ARGX | Argenx Se - Adr | +0.1% | +62.43% | Add |
| 37 | AEM | Agnico Eagle Mines LTD | +0.1% | +2.23% | Add |
| 38 | MPWR | Monolithic Power Systems Inc | +0.1% | +5.29% | Add |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +16.22% | Add |
| 40 | NEE | Nextera Energy Inc | +0.1% | -0.07% | Trim |
| 41 | CLH | Clean Harbors Inc | +0.1% | -0.66% | Trim |
| 42 | CDNS | Cadence Design Sys Inc | +0.1% | +23.94% | Add |
| 43 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.46% | Add |
| 44 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +30.65% | Add |
| 45 | JNJ | Johnson & Johnson | +0.1% | -0.02% | Trim |
| 46 | XLE | Ss Energy Select Sector | +0.1% | -7.15% | Trim |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +12.50% | Add |
| 48 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.95% | Add |
| 49 | WMT | Walmart Inc | +0.1% | -4.99% | Trim |
| 50 | DUK | Duke Energy CORP | +0.1% | +1.22% | 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 Q1 2026.
During Q1 2026, Nvwm, LLC's top holdings by market value included AAPL (4.2%)、MSFT (3.4%)、NVDA (3.3%). The largest single position, AAPL, 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
ZROZ
市值: $1.3M
Top Position Liquidated / Trimmed
IWF
前期市值: $603.9K
In Q1 2026, Nvwm, LLC made 195 total portfolio adjustments, initiating 10 new buys, adding to 81 positions, trimming 97 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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