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

  1. VOO VANGUARD INDEX FDS — $37.1M (29.2%)
  2. IVOO VANGUARD ADMIRAL FDS INC — $15.8M (12.5%)
  3. BRK.B BERKSHIRE HATHAWAY INC DEL — $10.6M (8.3%)
  4. VO VANGUARD INDEX FDS — $7.82M (6.2%)
  5. SCHA SCHWAB STRATEGIC TR — $7.50M (5.9%)
  6. QTEC FIRST TR EXCHANGE-TRADED FD — $6.53M (5.1%)
  7. AAPL APPLE INC — $5.28M (4.2%)
  8. JPM JPMorgan Chase & Co. — $5.00M (3.9%)
  9. V VISA INC — $4.74M (3.7%)
  10. NVDA NVIDIA CORPORATION — $4.52M (3.6%)