NWM ADVISORS, LLC — 13F holdings
NWM ADVISORS, LLC reported 23 holdings worth $127M in its 13F filing for Q2 2026, filed August 28, 2026.
Largest positions
- VOO VANGUARD INDEX FDS — $37.1M (29.2%)
- IVOO VANGUARD ADMIRAL FDS INC — $15.8M (12.5%)
- BRK.B BERKSHIRE HATHAWAY INC DEL — $10.6M (8.3%)
- VO VANGUARD INDEX FDS — $7.82M (6.2%)
- SCHA SCHWAB STRATEGIC TR — $7.50M (5.9%)
- QTEC FIRST TR EXCHANGE-TRADED FD — $6.53M (5.1%)
- AAPL APPLE INC — $5.28M (4.2%)
- JPM JPMorgan Chase & Co. — $5.00M (3.9%)
- V VISA INC — $4.74M (3.7%)
- NVDA NVIDIA CORPORATION — $4.52M (3.6%)