StockDriftsStockDriftsTop 23 Nwm Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 29.2% | 54.0K | $37.1M | -1.06%(-576) | $619.25(+14.82%) | 2026-06-30 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 12.48% | 121.5K | $15.8M | +9.37%(+10.42K) | $111.91(+18.13%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.31% | 21.1K | $10.6M | +4.31%(+872) | $493.54(+6.04%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.16% | 97.0K | $7.8M | +16.90%(+14.03K) | $72.96(+13.79%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 5.91% | 207.6K | $7.5M | +5.64%(+11.09K) | $28.44(+22.39%) | 2026-06-30 | |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 5.14% | 19.5K | $6.5M | -1.14%(-226) | $229.91(+37.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.16% | 18.2K | $5.3M | -2.81%(-527) | $263.24(+16.50%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.93% | 15.3K | $5.0M | +1.70%(+255) | $318.60(+13.46%) | 2026-06-30 | |
| V | VISA INC | 3.73% | 13.8K | $4.7M | +5.54%(+725) | $344.63(+4.88%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.56% | 22.6K | $4.5M | -7.60%(-1.86K) | $186.54(+18.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.54% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.68% |
Nwm Advisors LLC reports $126.98M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are VOO (29.2%), IVOO (12.5%) and BRK.B (8.3%). The top 20 holdings account for 99.33% of reported assets. Its disclosed equity book has returned +8.54% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Nwm Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Nwm Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2098824). View Nwm Advisors LLC’s 13F filings on SEC