NWM Advisors, LLC
- SEC CIK
- 0002098824
- Latest filing
- Aug 28, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 4, 2026. Long positions only.
- Positions
- 25
- No filing for Q3 2025
- Portfolio value
- $114.9M
- No filing for Q3 2025
NWM Advisors, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 50,860 | $31.9M | 27.8% | – | – | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 112,919 | $12.6M | 11.0% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 19,561 | $9.83M | 8.6% | – | – | History |
| The Alger ETF Trust015564602 | RUSSELL INNOVATI | 257,071 | $5.56M | 4.8% | – | – | – |
| AAPLApple Inc. | Stock | 19,040 | $5.18M | 4.5% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 181,744 | $5.18M | 4.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 15,710 | $5.06M | 4.4% | – | – | History |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 20,481 | $4.72M | 4.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 25,048 | $4.67M | 4.1% | – | – | History |
| VVisa Inc. | Stock | 13,011 | $4.56M | 4.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 9,270 | $4.48M | 3.9% | – | – | History |
| UBERUber Technologies, Inc | Stock | 35,318 | $2.89M | 2.5% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 3,677 | $2.77M | 2.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,458 | $2.74M | 2.4% | – | – | – |
| The Alger ETF Trust015564503 | AI ENABLERS ADOP | 71,219 | $2.57M | 2.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,546 | $2.42M | 2.1% | – | – | History |
| Vanguard Mun BD FDS922907712 | CORE TAX EXEMPT | 30,695 | $2.32M | 2.0% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 17,352 | $1.72M | 1.5% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 6,420 | $1.14M | 1.0% | – | – | History |
| CWBCCommunity West Bancshares | COM | 32,430 | $729.7K | 0.6% | – | – | History |
| First Tr Exchange-Traded FD336917109 | SHS | 10,777 | $477.9K | 0.4% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,502 | $469.5K | 0.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 529 | $456.2K | 0.4% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,236 | $232.7K | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 401 | $229.7K | 0.2% | – | – | History |