StockDriftsStockDriftsTop 50 Nwf Advisory Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 5.86% | 59.1K | $62.9M | -1.21%(-725) | $60.17(+1403.83%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.85% | 265.9K | $52.1M | -0.57%(-1.52K) | $87.76(+111.90%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 4.37% | 66.9K | $46.9M | +1.50%(+991) | $390.78(+80.31%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.83% | 82.6K | $41.1M | +0.20%(+167) | $348.85(+52.57%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.47% | 112.0K | $37.3M | -7.00%(-8.43K) | $163.70(+109.49%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.55% | 80.3K | $27.4M | +0.46%(+367) | $115.58(+194.30%) | 2026-09-30 | |
| SDY | SPDR SERIES TRUST | 2.54% | 186.6K | $27.3M | +1.48%(+2.72K) | $130.78(+17.83%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.02% | 28.4K | $21.7M | +1.18%(+332) | $445.10(+73.00%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 1.82% | 21.5K | $19.6M | +0.46%(+98) | $537.41(+85.24%) | 2026-09-30 | |
| MGK | VANGUARD WORLD FD | 1.78% | 206.3K | $19.1M | +0.21%(+423) | $56.00(+62.48%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.79% | +103.83% | — | — | +115.63% |
| Top 20 Holdings Unweighted | +28.24% | +110.88% | — | — | +121.85% |
Nwf Advisory Services INC reports $1.07B in US-listed equity holdings across 430 positions in its most recent 13F filing. Its largest disclosed positions are MU (5.9%), XLK (4.8%) and VOO (4.4%). The top 20 holdings account for 47.81% of reported assets. Its disclosed equity book has returned +103.83% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nwf Advisory Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2045735). View Nwf Advisory Services INC’s 13F filings on SEC