Holdings of NWM ADVISORS, LLC
19 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 89.9 % of the equity sleeve
Sector breakdown
- Funds 33.4 %
- Financials 18.5 %
- Technology 14.2 %
- Industrials 1.9 %
- Consumer staples 0.4 %
- Unattributed 31.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 19 | 97.5M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF | 54,567 | 32.6M $ | |
| 2 | VANGUARD ADMIRAL FDS INC | 111,130 | 12.7M $ | |
| 3 | Berkshire Hathaway Inc | 20,220 | 9.7M $ | |
| 4 | Vanguard Mid-Cap ETF | 20,750 | 6M $ | |
| 5 | Schwab U.S. Small-Cap ETF | 196,478 | 5.7M $ | |
| 6 | Apple Inc | 18,774 | 4.8M $ | |
| 7 | JPMorgan Chase & Co | 15,005 | 4.4M $ | |
| 8 | NVIDIA Corp | 24,465 | 4.3M $ | |
| 9 | Visa Inc | 13,096 | 4M $ | |
| 10 | Microsoft Corp | 9,908 | 3.7M $ | |
| 11 | Vanguard Information Technology ETF | 3,827 | 2.7M $ | |
| 12 | State Street SPDR S&P 500 ETF Trust | 3,631 | 2.4M $ | |
| 13 | United Parcel Service Inc | 15,718 | 1.5M $ | |
| 14 | Palantir Technologies Inc | 8,101 | 1.2M $ | |
| 15 | First Trust Exchange-Traded Fund | 16,250 | 825.5K $ | |
| 16 | Costco Wholesale Corp | 393 | 391.6K $ | |
| 17 | Select Sector Spdr Trust | 5,060 | 310K $ | |
| 18 | Caterpillar Inc | 401 | 284.1K $ | |
| 19 | ProShares Trust | 2,172 | 230.3K $ |