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NWM ADVISORS, LLC

NWM ADVISORS, LLC is an Investment Adviser institutional filer with the SEC under CIK 2098824, reporting 23 portfolio positions, with 16 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: CA
  • Filing type: 13F-HR/A
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-28

Top 10 portfolio positions

The largest reported holdings in NWM ADVISORS, LLC's most recent 13F filing, ranked by reported market value.

  1. VANGUARD INDEX FDS (VOO)
  2. VANGUARD ADMIRAL FDS INC (IVOO)
  3. BERKSHIRE HATHAWAY INC DEL (BRK.B)
  4. VANGUARD INDEX FDS (VO)
  5. SCHWAB STRATEGIC TR (SCHA)
  6. FIRST TR EXCHANGE-TRADED FD (QTEC)
  7. APPLE INC (AAPL)
  8. JPMORGAN CHASE & CO (JPM)
  9. VISA INC (V)
  10. NVIDIA CORPORATION (NVDA)
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