Institutional Investor · CIK 0002098824
NWM ADVISORS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
22
Total Value
$126.08M
Total Shares
849.14K
Latest Filing
Aug 7, 2026
CIK
0002098824
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 53,991 | $37.08M | 0.0022% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 121,546 | $15.85M | 0.2642% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-08-07 | 21,092 | $10.55M | 0.0010% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 97,027 | $7.82M | 0.0035% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 207,566 | $7.50M | 0.0288% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 19,513 | $6.53M | 0.2082% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-08-07 | 18,247 | $5.28M | 0.0001% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-07 | 15,260 | $5.00M | 0.0006% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-08-07 | 13,821 | $4.74M | 0.0007% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 22,606 | $4.52M | 0.0001% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-07 | 10,588 | $3.95M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 31,150 | $3.72M | 0.0027% | SH | — | View | |
Alger AI Enablers &…(ALAI) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 79,266 | $3.62M | 2.5839% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 3,578 | $2.67M | 0.0003% | SH | — | View | |
United Parcel Service Inc.…(UPAB.DE) | Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-08-07 | 15,718 | $1.69M | 0.0018% | SH | — | View |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-08-07 | 15,718 | $1.69M | 0.0019% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 77,907 | $1.67M | 19.2019% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 18,361 | $893.45K | 0.0130% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-08-07 | 401 | $427.02K | 0.0001% | SH | — | View |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-07 | 328 | $306.83K | 0.0001% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-08-07 | 396 | $302.20K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 5,060 | $268.74K | 0.0008% | SH | — | View |
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