NDWM LLC

CIK: 0001818386SEC EDGAR →

Portfolio Value

$151.1M

Holdings

33

As of

Q4 2025

New Positions

3

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

68,062$46.6M
30.84%
2

SPDR S&P 500 ETF TR

44,102$30.1M
19.90%
3

SPDR SERIES TRUST

139,858$13.9M
9.18%
4

SPDR GOLD TR

20,354$8.1M
5.34%
5

SPDR SERIES TRUST

83,598$7.6M
5.05%
6

ISHARES TR

80,755$4.6M
3.07%
7

INVESCO EXCHANGE TRADED FD T

23,423$4.5M
2.97%
8

VANGUARD CALIF TAX FREE FDS

35,138$3.5M
2.33%
9

BLACKROCK ETF TRUST II

65,051$3.3M
2.17%
10

ISHARES TR

32,204$3.2M
2.13%

Quarterly Changes

Top Buys

IVV↑ Increased
$2.0M
SPY↑ Increased
$1.8M
GQ9↑ Increased
$1.1M
AAPLNEW
$983K
VTEC↑ Increased
$528K

Top Sells

AAPLCLOSED
$912K
BRK/B↓ Decreased
$825K
NYFCLOSED
$671K
SUB↓ Decreased
$522K
PZTCLOSED
$448K

New Positions (2)

$983K · 7K shares
$224K · 392 shares

Closed Positions (3)

$912K · 4K shares
$671K · 13K shares
$448K · 20K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services19$129.1M85.4%
Unknown4$15.6M10.3%
Technology3$3.2M2.1%
Consumer Cyclical1$1.4M1.0%
Communication Services2$651K0.4%
Industrials2$490K0.3%
Utilities1$322K0.2%
Healthcare1$290K0.2%