DOSSIER · 13F-HR · Q2 2026

NWM ADVISORS, LLC

$127M in tracked AUM across 23 positions as of Q2 2026.

NA
CIK 0002098824 · last filed Jun 30, 2026
Total AUM
$127M
as of Q2 2026
Holdings
23
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

NWM 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
VOO
VANGUARD INDEX FDS
$37M54K29.2%
02
IVOO
VANGUARD ADMIRAL FDS INC
$16M122K12.5%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$11M21K8.3%
04
VO
VANGUARD INDEX FDS
$8M97K6.2%
05
SCHA
SCHWAB STRATEGIC TR
$7M208K5.9%
06
QTEC
FIRST TR EXCHANGE-TRADED FD
$7M20K5.1%
07
AAPL
APPLE INC
$5M18K4.2%
08
JPM
JPMORGAN CHASE & CO
$5M15K3.9%
09
V
VISA INC
$5M14K3.7%
10
NVDA
NVIDIA CORPORATION
$5M23K3.6%

Filing history

2026Q2Jun 30
$127M 15.7%
23 positionsView →
2026Q1Mar 31
$110M 4.5%
23 positionsView →
2025Q4Dec 31
$115M
25 positionsView →