account_balance
Investment manager · 13F filer · SEC CIK 2098824
NWM Advisors, LLC
Reported value$128Mas of Sep 30, 2026
Positions21 0 new, 2 sold out
Top 10 weight83.6%VOO alone is 30%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
29.5%
IVOOVanguard Admiral FDS Inc
12.1%Added +4%
BRK-BBerkshire Hathaway Inc
8.4%Added +2%
VOVanguard Index FDS
6.7%Added +13%
SCHASchwab Strategic Tr
5.4%
QTECFirst Tr Exchange-Traded Fd
4.8%Trimmed −6%
MSFTMicrosoft Corp
4.5%Added +6%
AAPLApple Inc.
4.4%Trimmed −9%
NVDANVIDIA Corp
4.0%
JPMJPMorgan Chase & Co
3.9%
VVisa Inc.
3.8%
VGT3.0%
VOOVanguard Index FDS
29.5%
IVOOVanguard Admiral FDS Inc
12.1%
BRK-BBerkshire Hathaway Inc
8.4%
VOVanguard Index FDS
6.7%
SCHASchwab Strategic Tr
5.4%
QTEC4.8%
MSFT4.5%AAPL4.4%NVDA4.0%JPM3.9%V3.8%VGT
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
VOO Vanguard Index FDS 29.5% Held
IVOO Vanguard Admiral FDS Inc 12.1% Added +4%
BRK-B Berkshire Hathaway Inc 8.4% Added +2%VO Vanguard Index FDS 6.7% Added +13%
SCHA Schwab Strategic Tr 5.4% Held
QTEC First Tr Exchange-Traded Fd 4.8% Trimmed −6%
MSFT Microsoft Corp 4.5% Added +6%AAPL Apple Inc. 4.4% Trimmed −9%NVDA NVIDIA Corp 4.0% HeldJPM JPMorgan Chase & Co 3.9% HeldV Visa Inc. 3.8% HeldVGT Vanguard World Fd 3.0% Held
What changed
Biggest moves since Jun 30, 2026
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