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CIK: 0002098824
Total reported value
$127.0M
$127.0M
25 檔
51.3%
In Q4 2025, Nwm Advisors, LLC's U.S. equity holdings reached a combined market value of $127.0M, distributed across 25 disclosed stock positions.
During Q4 2025, Nwm Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IVOO, BRK-B) accounted for 51.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 27.75% | -0.50% | — | |
| 2 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 10.98% | +0.91% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.55% | -0.52% | — | |
| 4 | INVN | Alger Russell Innovation ETF | ETF-Other | 4.84% | -1.64% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.50% | -0.18% | — | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.50% | +0.71% | — | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.40% | -0.09% | — | |
| 8 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 4.10% | +1.26% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 4.06% | -0.33% | — | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 3.97% | +0.12% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.90% | -0.23% | — | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 2.51% | — | — | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.41% | +0.50% | — | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.39% | +0.73% | — | |
| 15 | ALAI | Alger Ai Enable & Adopt ETF | ETF-Other | 2.24% | +0.63% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.10% | -0.05% | — | |
| 17 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 2.02% | -0.25% | — | |
| 18 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.50% | -0.08% | — | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.99% | -1.08% | EXIT | |
| 20 | CWBC | Community West Bancshares | Stock-Other | 0.63% | — | — | |
| 21 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.42% | -0.05% | — | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | -0.07% | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.12% | — | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.20% | -0.02% | — | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | +0.08% | — |
According to official SEC Form 13F filings, Nwm Advisors, LLC reported a total U.S. public equity portfolio value of $127.0M across 25 disclosed positions in Q4 2025.
During Q4 2025, Nwm Advisors, LLC's top holdings by market value included VOO (27.8%)、IVOO (11.0%)、BRK-B (8.6%). The largest single position, VOO, represented 27.8% 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 Q4 2025, Nwm Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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