NWM ADVISORS, LLC
CIK: 0002098824SEC EDGAR →
Portfolio Value
$114.9M
Holdings
25
As of
Q4 2025
New Positions
25
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 50,860 | $31.9M | 27.75% |
| 2 | VANGUARD ADMIRAL FDS INC | 112,919 | $12.6M | 10.98% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 19,561 | $9.8M | 8.55% |
| 4 | THE ALGER ETF TRUST | 257,071 | $5.6M | 4.84% |
| 5 | SCHWAB STRATEGIC TR | 181,744 | $5.2M | 4.50% |
| 6 | APPLE INC | 19,040 | $5.2M | 4.50% |
| 7 | JPMORGAN CHASE & CO. | 15,710 | $5.1M | 4.40% |
| 8 | FIRST TR EXCHANGE-TRADED FD | 20,481 | $4.7M | 4.10% |
| 9 | NVIDIA CORPORATION | 25,048 | $4.7M | 4.06% |
| 10 | VISA INC | 13,011 | $4.6M | 3.97% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 15 | $82.0M | 71.4% |
| Technology | 5 | $18.4M | 16.0% |
| Unknown | 2 | $12.2M | 10.6% |
| Industrials | 2 | $1.9M | 1.7% |
| Consumer Defensive | 1 | $456K | 0.4% |