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Filers›Family Office›NWF Advisory Services Inc.
DOSSIER · 13F-HR · Q1 2026

NWF Advisory Services Inc.

NWF Advisory Services's family office based in Chicago, IL — $886M in tracked AUM across 411 positions as of Q1 2026.

NA
NWF Advisory Services·Chicago, IL·Family Office
CIK 0002045735 · last filed Mar 31, 2026
Total AUM
$886M
▼ 4.5%
vs prior
Holdings
411
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

NWF Advisory Services Inc. 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
VOO
VANGUARD INDEX FDS
$39M66K4.4%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$37M78K4.2%
03
XLK
SELECT SECTOR SPDR TR
$36M271K4.1%
04
AAPL
APPLE INC
$31M122K3.5%
05
SDY
SPDR SERIES TRUST
$26M178K2.9%
06
MU
MICRON TECHNOLOGY INC
$25M73K2.8%
07
GOOG
ALPHABET INC
$23M80K2.6%
08
COST
COSTCO WHOLESALE CORPORATION
$21M21K2.4%
09
IVV
ISHARES TR
$18M28K2.1%
10
OXY
OCCIDENTAL PETE CORP
$16M246K1.8%

Filing history

Filing history loading…
AI Agent · grounded in NWF
haiku-4-5 · 411 positions indexed
Sector mix
  • Tech36%
  • Financials8%
  • Cons. Disc.4%
  • Communications26%
  • Industrials8%
  • Other18%
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