Institutions / Nwm Advisors, LLC
Nwm Advisors, LLC
CIK 2098824 · Institution · as of Jun 30, 2026
Portfolio value
$126.98M
Positions
23
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$126.98M+10.5%Positions
23-8.0%Top holdings
Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $37.08M | 29.2% |
| Vanguard Admiral Fds Inc | $15.85M | 12.5% |
| Warren E. Buffett | $10.55M | 8.3% |
| Vanguard Index Fds | $7.82M | 6.2% |
| Schwab Strategic Tr | $7.50M | 5.9% |
| First Tr Exchange-Traded Fd | $6.53M | 5.1% |
| Apple Inc. | $5.28M | 4.2% |
| JPMorgan Chase & Co | $5.00M | 3.9% |
| Visa Inc | $4.74M | 3.7% |
| NVIDIA Corp | $4.52M | 3.6% |
| Microsoft Corp | $3.95M | 3.1% |
| Vanguard World Fd | $3.72M | 2.9% |
| The Alger ETF Trust | $3.62M | 2.8% |
| State Str SPDR S&P 500 ETF T | $2.67M | 2.1% |
| Vanguard Mun Bd Fds | $2.34M | 1.8% |
| United Parcel Service Inc | $1.69M | 1.3% |
| The Alger ETF Trust | $1.67M | 1.3% |
| First Tr Exchange-Traded Fd | $893.4K | 0.7% |
| Caterpillar Inc | $427.0K | 0.3% |
| Costco Wholesale Corp /New | $306.8K | 0.2% |
| CrowdStrike Holdings, Inc. | $302.2K | 0.2% |
| Select Sector SPDR Tr | $268.7K | 0.2% |
| ProShares Tr | $244.0K | 0.2% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908629 Common stock | $7.06M | +88K +925.87% | 97,027 6.16% of portfolio | medium |
| Q2 2026 as of | Trim | 015564602 Common stock | $-3.84M | -179K -69.69% | 77,907 1.31% of portfolio | low |
| Q2 2026 as of | Add | 92204A702 Common stock | $3.28M | +27K +747.16% | 31,150 2.93% of portfolio | low |
| Q2 2026 as of | Exit | Uber Technologies, Inc Common stock | $-2.89M | -35K -100.00% | 0 | low |
| Q2 2026 as of | Add | 922908363 Common stock | $2.15M | +3K +6.16% | 53,991 29.20% of portfolio | low |
| Q2 2026 as of | Exit | Palantir Technologies Inc Common stock | $-1.14M | -6K -100.00% | 0 | low |
| Q2 2026 as of | Add | 921932885 Common stock | $1.12M | +9K +7.64% | 121,546 12.48% of portfolio | low |
| Q2 2026 as of | Add | 808524607 Common stock | $932.9K | +26K +14.21% | 207,566 5.91% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $766.1K | +2K +7.83% | 21,092 8.31% of portfolio | low |
| Q2 2026 as of | Exit | CWBC Community West Bancshares Common Stock | $-729.7K | -32K -100.00% | 0 | low |