13F Insight
DOSSIER · 13F-HR · Q2 2026

Nordwand Advisors, LLC

$652M in tracked AUM across 146 positions as of Q2 2026.

NA
CIK 0001962713 · last filed Jun 30, 2026
Total AUM
$652M
as of Q2 2026
Holdings
146
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Nordwand Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$31M81K4.7%02
VV
VANGUARD INDEX FDS
$30M87K4.6%03
MRVL
MARVELL TECHNOLOGY INC
$25M85K3.9%04
IVV
ISHARES TR
$19M26K2.9%05
MSFT
MICROSOFT CORP
$19M51K2.9%06
VRT
VERTIV HOLDINGS CO
$19M57K2.9%07
G29183103
EATON CORP PLC
$17M41K2.7%08
CMI
CUMMINS INC
$14M20K2.2%09
CSCO
CISCO SYS INC
$14M121K2.2%10
LLY
ELI LILLY & CO
$14M12K2.2%

Filing history

2026Q2Jun 30
$652M▲ 14.1%
146 positionsView →2026Q1Mar 31
$572M▼ 0.1%
150 positionsView →2025Q4Dec 31
$572M▼ 9.2%
146 positionsView →2025Q3Sep 30
$631M▼ 1.1%
155 positionsView →2025Q2Jun 30
$637M▲ 139.4%
174 positionsLocked2025Q1Mar 31
$266M▲ 9.7%
109 positionsLocked2024Q4Dec 31
$243M▼ 35.0%
120 positionsLocked2024Q3Sep 30
$374M▲ 63.0%
141 positionsLocked2024Q2Jun 30
$229M▼ 10.9%
151 positionsLocked2024Q1Mar 31
$257M▼ 32.1%
160 positionsLocked2023Q4Dec 31
$379M▼ 24.9%
149 positionsLocked2023Q3Sep 30
$505M▼ 13.5%
124 positionsLocked
Showing 12 of 15