account_balance
Investment manager · 13F filer · SEC CIK 2045735
NWF Advisory Services Inc.
Reported value$1.06Bas of Jun 30, 2026
Positions452 57 new, 12 sold out
Top 10 weight33.6%MU alone is 6%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
6.5%Trimmed −18%
XLKSelect Sector SPDR Tr
4.8%
VOOVanguard Index FDS
4.3%
BRKBBerkshire Hathaway Inc
3.9%Added +6%
AAPLApple Inc
3.3%
GOOGAlphabet Inc
2.7%
SDYSPDR Series Trust
2.6%Added +3%
IVViShares Tr
2.0%
COSTCostco Wholesale Corporation
1.9%
ITOTiShares Tr
1.7%
AMZNAmazon Com Inc
1.7%
MGKVanguard World Fd
1.7%Added +421%
MUMicron Technology Inc
6.5%Trimmed −18%
XLKSelect Sector SPDR Tr
4.8%
VOO4.3%BRKB3.9%AAPLApple Inc
3.3%
GOOG2.7%SDY2.6%IVV2.0%COST1.9%ITOT1.7%AMZN1.7%MGK1.7%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
MU Micron Technology Inc 6.5% Trimmed −18%XLK Select Sector SPDR Tr 4.8% HeldVOO Vanguard Index FDS 4.3% HeldBRKB Berkshire Hathaway Inc 3.9% Added +6%AAPL Apple Inc 3.3% HeldGOOG Alphabet Inc 2.7% HeldSDY SPDR Series Trust 2.6% Added +3%IVV iShares Tr 2.0% HeldCOST Costco Wholesale Corporation 1.9% HeldITOT iShares Tr 1.7% HeldAMZN Amazon Com Inc 1.7% HeldMGK Vanguard World Fd 1.7% Added +421%
What changed