account_balance

Investment manager · 13F filer · SEC CIK 1818386

NDWM LLC

Reported value$174Mas of Sep 30, 2026
Positions41 3 new, 0 sold out
Top 10 weight71.7%IVV alone is 29%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 29.1% Held
RSP Invesco Exchange Traded Fd T 9.6% Added +4%
AGG iShares Tr 5.5% Trimmed −20%
GLD SPDR Gold Trust 5.0% Added +5%
BILS SPDR Series Trust 4.8% Trimmed −13%
SLQD iShares Tr 4.3% Held
SPY SPDR S&P 500 ETF Trust 4.0% Held
VLUE iShares Tr 3.2% Added +5%
EEM iShares Tr 3.1% Added +7%
CMF iShares Tr 3.0% Added +3%
ACWX iShares Tr 2.9% Added +7%
CALI BlackRock ETF Trust II 2.7% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • EWY $1.87M
  • IBB $1.46M
  • SMH $1.09M
arrow_upwardAdded
  • MUB +22%
  • BIL +10%
  • SHY +10%
  • SUB +10%
arrow_downwardTrimmed
  • AGG −20%
  • BILS −13%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist