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CIK: 0001697274
Total reported value
$533.2M
$533.2M
780 檔
16.2%
According to the latest 13F quarterly dataset, Nvwm, LLC managed an equity portfolio of $533.2M at the end of Q2 2026, spanning 780 distinct U.S. exchange-listed positions.
In Q2 2026, Nvwm, LLC adopted a defensive or profit-taking posture, trimming 110 positions and completely liquidating 9 holdings to manage risk exposure.
Showing top 200 holdings (of 780 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.33% | +0.34% | -0.26% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | +0.27% | +0.26% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.30% | -0.29% | +14.69% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | -0.07% | -0.03% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | +0.90% | +2.07% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 1.97% | -0.06% | -32.44% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.88% | -0.13% | +3.59% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.79% | +0.30% | -11.62% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 1.78% | -0.62% | -20.32% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.77% | -0.21% | +7.36% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.72% | -0.05% | -13.90% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | -0.21% | -13.51% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.51% | +0.09% | -5.86% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.46% | -0.27% | -2.33% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | +0.31% | +2.09% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.15% | +28.01% | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 1.36% | -0.35% | +23.17% | |
| 18 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.36% | -0.22% | -17.95% | |
| 19 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.25% | +0.17% | -0.56% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.20% | +0.02% | -2.96% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.07% | +0.11% | +17.73% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.07% | -1.10% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.94% | -0.02% | +31.93% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.05% | +0.87% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.07% | -2.54% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.03% | +0.66% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.85% | -0.07% | +5.13% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.85% | +1.30% | +86.25% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 0.85% | -0.12% | +4.90% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | +0.05% | -1.36% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | -0.08% | +0.33% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.80% | +0.12% | +0.48% | |
| 33 | ANET | Arista Networks Inc | Stock-Tech | 0.77% | +0.08% | -18.92% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.77% | -0.31% | +864.42% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | +0.21% | -2.82% | |
| 36 | DELL | Dell Technologies -c | Stock-Tech | 0.76% | +0.01% | -2.97% | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.75% | -0.11% | -3.50% | |
| 38 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.75% | -0.12% | -1.00% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | — | +4.86% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.73% | -0.20% | -1.43% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.02% | +111.81% | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.69% | -0.05% | +107.65% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.09% | -0.65% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.66% | -0.11% | +2.56% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | +0.03% | +10.68% | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.62% | +0.17% | -0.54% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.60% | -0.08% | -3.21% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.02% | -7.50% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | -0.06% | -1.91% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.53% | +0.14% | -1.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.8% | -32.44% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | +14.69% | Add |
| 3 | PANW | Palo Alto Networks Inc | +0.7% | -5.86% | Trim |
| 4 | AMAT | Applied Materials Inc | +0.6% | -20.32% | Trim |
| 5 | GEV | GE Vernova Inc | +0.5% | +23.17% | Add |
| 6 | DELL | Dell Technologies -c | +0.4% | -2.97% | Trim |
| 7 | AFRM | Affirm Holdings Inc | +0.4% | +1004.25% | Add |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +28.01% | Add |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.4% | +86.25% | Add |
| 10 | PH | Parker Hannifin CORP | +0.4% | +107.65% | Add |
| 11 | JNJ | Johnson & Johnson | +0.4% | +111.81% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.4% | +2790.15% | Add |
| 13 | KLAC | Kla CORP | +0.3% | +864.42% | Add |
| 14 | VIK | Viking Holdings Ltd | +0.3% | +145.09% | Add |
| 15 | DAL | Delta Air Lines Inc | +0.3% | +4046.35% | Add |
| 16 | EWZ | Ishares Msci Brazil ETF | +0.3% | +1170000.00% | Add |
| 17 | LRCX | Lam Research CORP | +0.3% | -1.43% | Trim |
| 18 | EEM | Ishares Msci Emerging Market | +0.3% | +31.93% | Add |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | -0.54% | Trim |
| 20 | GE | General Electric | +0.3% | +67.19% | Add |
| 21 | EWY | Ishares Msci South Korea ETF | +0.2% | +1841.00% | Add |
| 22 | ROK | Rockwell Automation Inc | +0.2% | +214800.00% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +621.82% | Add |
| 24 | SLB | Slb LTD | +0.2% | +84652.00% | Add |
| 25 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | New buy |
| 26 | BKLN | Invesco Senior Loan ETF | +0.2% | +171.84% | Add |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +164.13% | Add |
| 28 | ASML | ASML Holding N.V. | +0.2% | -3.50% | Trim |
| 29 | MP | Mp Materials CORP | +0.2% | +146.18% | Add |
| 30 | PNC | Pnc Financial Services Group | +0.2% | +95.04% | Add |
| 31 | COF | Capital One Financial CORP | +0.2% | +210.83% | Add |
| 32 | DVN | Devon Energy CORP | +0.2% | +137760.00% | Add |
| 33 | IWC | Ishares Micro-cap ETF | +0.2% | +281.57% | Add |
| 34 | IREN | IREN Limited | +0.2% | NEW | New buy |
| 35 | UPS | United Parcel Service-cl B | +0.1% | +33325.00% | Add |
| 36 | NVDA | Nvidia CORP | +0.1% | +0.26% | Add |
| 37 | EFA | Ishares Msci Eafe ETF | +0.1% | +17.73% | Add |
| 38 | CDNS | Cadence Design Sys Inc | +0.1% | -1.00% | Trim |
| 39 | APD | Air Products & Chemicals Inc | +0.1% | +32157.14% | Add |
| 40 | AAPL | Apple Inc | +0.1% | -0.26% | Trim |
| 41 | LLY | Eli Lilly & Co | +0.1% | +0.33% | Add |
| 42 | AMZN | Amazon.com Inc | +0.1% | -0.03% | Trim |
| 43 | SNOW | Snowflake Inc | +0.1% | -1.29% | Trim |
| 44 | COCO | Vita Coco Co Inc/the | +0.1% | NEW | New buy |
| 45 | IWM | Ishares Russell 2000 ETF | +0.1% | -2.33% | Trim |
| 46 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.97% | Trim |
| 47 | APH | Amphenol Corp-cl A | +0.1% | +2.10% | Add |
| 48 | HOOD | Robinhood Markets Inc - A | +0.1% | +0.58% | Add |
| 49 | CAT | Caterpillar Inc | +0.1% | +1.32% | Add |
| 50 | SN | SharkNinja, Inc. | +0.1% | +0.08% | Add |
According to official SEC Form 13F filings, Nvwm, LLC reported a total U.S. public equity portfolio value of $533.2M across 780 disclosed positions in Q2 2026.
During Q2 2026, Nvwm, LLC's top holdings by market value included AAPL (4.3%)、NVDA (3.4%)、GOOGL (3.3%). The largest single position, AAPL, represented 4.3% 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 AAPL, NVDA, GOOGL) accounted for 16.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
IWF
市值: $980.6K
Top Position Liquidated / Trimmed
TLT
前期市值: $2.6M
In Q2 2026, Nvwm, LLC made 197 total portfolio adjustments, initiating 6 new buys, adding to 72 positions, trimming 110 holdings, and fully liquidating 9 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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