StockDriftsStockDriftsTop 23 Nwm Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 29.7% | 54.6K | $32.6M | +7.29%(+3.71K) | $619.25(+10.59%) | 2026-03-31 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 11.57% | 111.1K | $12.7M | -1.58%(-1.79K) | $111.09(+15.83%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.83% | 20.2K | $9.7M | +3.37%(+659) | $493.80(+2.83%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.43% | 20.8K | $6.0M | +119.39%(+11.29K) | $72.55(+10.97%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 5.2% | 196.5K | $5.7M | +8.11%(+14.73K) | $28.23(+23.68%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.34% | 18.8K | $4.8M | -1.40%(-266) | $263.24(+17.24%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.02% | 15.0K | $4.4M | -4.49%(-705) | $318.82(+4.91%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.89% | 24.5K | $4.3M | -2.33%(-583) | $186.54(+4.44%) | 2026-03-31 | |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 3.88% | 19.7K | $4.3M | -3.62%(-742) | $229.91(+37.00%) | 2026-03-31 | |
| V | VISA INC | 3.61% | 13.1K | $4.0M | +0.65%(+85) | $345.92(+4.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -19.42% | -47.69% |
| Top 20 Holdings Unweighted | -19.38% | -47.60% |
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