NWM ADVISORS, LLC
CIK: 0002098824SEC EDGAR →
Portfolio Value
$115K
Holdings
25
As of
Q4 2025
New Positions
25
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD ADMIRAL FDS INC | 112,919 | $12.6M | 10983.79% |
| 2 | THE ALGER ETF TRUST | 257,071 | $5.6M | 4841.08% |
| 3 | APPLE INC | 19,040 | $5.2M | 4503.49% |
| 4 | SCHWAB STRATEGIC TR | 181,744 | $5.2M | 4503.49% |
| 5 | JPMORGAN CHASE & CO. | 15,710 | $5.1M | 4404.31% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 20,481 | $4.7M | 4102.39% |
| 7 | NVIDIA CORPORATION | 25,048 | $4.7M | 4064.11% |
| 8 | VISA INC | 13,011 | $4.6M | 3970.14% |
| 9 | MICROSOFT CORP | 9,270 | $4.5M | 3900.53% |
| 10 | UBER TECHNOLOGIES INC | 35,318 | $2.9M | 2510.16% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 15 | $45.0M | 66.7% |
| Technology | 5 | $18.4M | 27.2% |
| Unknown | 2 | $2.3M | 3.5% |
| Industrials | 2 | $1.7M | 2.6% |
| Consumer Defensive | 1 | $456 | 0.0% |