13F Insight
DOSSIER · 13F-HR · Q1 2026

Nordwand Advisors, LLC

Nordwand's holding co. based in Boston, MA — $572M in tracked AUM across 150 positions as of Q1 2026.

N
Nordwand·Boston, MA·Holding Co.
CIK 0001962713 · last filed Mar 31, 2026
Total AUM
$572M
▲ 17.0%
vs prior
Holdings
150
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Nordwand Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VV
VANGUARD INDEX FDS
$26M87K4.5%
02
AVGO
BROADCOM INC
$25M80K4.4%
03
MSFT
MICROSOFT CORP
$19M50K3.3%
04
IVV
ISHARES TR
$16M25K2.8%
05
G29183103
EATON CORP PLC
$14M40K2.5%
06
VRT
VERTIV HOLDINGS CO
$14M57K2.5%
07
JPM
JPMORGAN CHASE & CO
$12M42K2.2%
08
CVX
CHEVRON CORPORATION
$12M59K2.1%
09
AAPL
APPLE INC
$12M46K2.1%
10
RTX
RTX CORPORATION
$12M60K2.0%

Filing history

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