Nordwand Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Nordwand Advisors, LLC reported 155 stock positions worth $630.5 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 8.3% of the portfolio, followed by Broadcom (AVGO, 4.6%) and Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 4.2%). Compared with Q2 2025, it opened 16 new positions, sold out of 35, added to 77 and reduced 27. The biggest buy was a new position in Marvell Technology (MRVL) and the biggest sale Johnson & Johnson (JNJ, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001962713
- Portfolio Value
- $630.5M (Q3 2025)
- SEC Filing
- 0001962713-25-000007 ↗ filed Oct 29, 2025
Holdings Value
Holdings 155 stocks · $630.5M
| BRK.A Berkshire Hathaway Inc. Class A | 8.25% | 69 | $52.0M | Reduce -42.5% |
| AVGO Broadcom Inc. | 4.56% | 87,237 | $28.8M | Reduce -27.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.25% | 87,000 | $26.8M | No change |
| MSFT Microsoft Corp. | 4.07% | 49,508 | $25.6M | Add +6.0% |
| ORCL Oracle Corp. | 3.05% | 68,361 | $19.2M | Reduce -10.2% |
| ETN Eaton Corp. PLC | 2.34% | 39,475 | $14.8M | Add +6.6% |
| JPM JPMorgan Chase & Co. | 2.11% | 42,113 | $13.3M | Add +11.3% |
| IVV iShares Core S&P 500 ETF | 2.08% | 19,573 | $13.1M | Add +45.2% |
| AAPL Apple Inc. | 1.96% | 48,443 | $12.3M | Add +9.5% |
| IJR iShares Core S&P Small-Cap E | 1.90% | 100,940 | $12.0M | Reduce -15.6% |
| RTX RTX Corp. | 1.89% | 71,298 | $11.9M | Add +4.1% |
| VRT Vertiv Holdings Co. Class A | 1.83% | 76,310 | $11.5M | Add +6.7% |
| ABBV Abbvie Inc. | 1.77% | 48,252 | $11.2M | Add +4.5% |
| URI United Rentals Inc. | 1.56% | 10,278 | $9.8M | Reduce -3.0% |
| TEL Te Connectivity PLC | 1.51% | 43,490 | $9.5M | Add +1.4% |
| AMP Ameriprise Financial Inc. | 1.50% | 19,308 | $9.5M | Add +1.7% |
| LLY Eli Lilly & Co. | 1.45% | 11,979 | $9.1M | Add +9.4% |
| MS Morgan Stanley | 1.44% | 57,089 | $9.1M | Add +4.3% |
| JNJ Johnson & Johnson | 1.41% | 47,946 | $8.9M | Reduce -85.7% |
| CVX Chevron Corp. | 1.40% | 56,702 | $8.8M | Add +10.1% |
| CMI Cummins Inc. | 1.38% | 20,617 | $8.7M | Add +9.3% |
| WM Waste Management Inc. | 1.36% | 38,774 | $8.6M | No change |
| UNP Union Pacific Corp. | 1.31% | 34,917 | $8.3M | Add +6.4% |
| APD Air Products & Chemicals Inc. | 1.27% | 29,289 | $8.0M | Add +5.8% |
| OSEA Harbor Intl Compounders ETF | 1.26% | 268,444 | $7.9M | Add +80.5% |
| PSX Phillips 66 | 1.26% | 58,186 | $7.9M | Add +8.4% |
| CSCO Cisco Systems Inc. | 1.23% | 113,380 | $7.8M | Add +1.1% |
| CASY Casey's General Stores Inc. | 1.20% | 13,428 | $7.6M | Add +5.0% |
| LHX L3HARRIS Technologies Inc. | 1.15% | 23,753 | $7.3M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 1.14% | 29,562 | $7.2M | Add +28.2% |
| AMGN Amgen Inc. | 1.13% | 25,202 | $7.1M | Add +2.0% |
| PANW Palo Alto Networks Inc. | 1.09% | 33,757 | $6.9M | Add +7.1% |
| MRVL Marvell Technology Inc. | 1.07% | 80,445 | $6.8M | New |
| ABT Abbott Laboratories | 1.05% | 49,315 | $6.6M | Add +7.9% |
| AMRZ Amrize Ltd. | 1.05% | 135,955 | $6.6M | New |
| SCI Service Corp. International | 0.98% | 74,455 | $6.2M | Add +4.2% |
| CDW CDW Corp. | 0.98% | 38,632 | $6.2M | Add +0.3% |
| JPIE JPMorgan Income ETF | 0.97% | 131,443 | $6.1M | No change |
| ACN Accenture PLC Class A | 0.93% | 23,691 | $5.8M | New |
| HUBB Hubbell Inc. | 0.90% | 13,129 | $5.6M | Add +9.6% |
| AXP American Express Co. | 0.89% | 16,936 | $5.6M | Add +2.7% |
| QXO Qxo Inc. | 0.88% | 290,750 | $5.5M | New |
| TMO Thermo Fisher Scientific Inc. | 0.86% | 11,196 | $5.4M | Add +19.1% |
| DLR Digital Realty Trust Inc. | 0.83% | 30,338 | $5.2M | Add +1.7% |
| CAT Caterpillar Inc. | 0.82% | 10,850 | $5.2M | Add +0.5% |
| CTVA Corteva Inc. | 0.78% | 72,615 | $4.9M | Add +2.9% |
| SYY Sysco Corp. | 0.76% | 58,546 | $4.8M | Add +2.1% |
| FISV Fiserv Inc. | 0.75% | 36,469 | $4.7M | Add +23.4% |
| DHI D.R. Horton Inc. | 0.72% | 26,886 | $4.6M | Add +1.3% |
| BR Broadridge Financial Solutio | 0.66% | 17,420 | $4.1M | Add +7.1% |
| MRK Merck & Co. Inc. | 0.61% | 46,079 | $3.9M | Add +2.7% |
| AWK American Water Works Co. Inc. | 0.61% | 27,466 | $3.8M | New |
| NVDA Nvidia Corp. | 0.60% | 20,287 | $3.8M | Add +10.8% |
| TSCO Tractor Supply Company | 0.59% | 65,525 | $3.7M | No change |
| NEE Nextera Energy Inc. | 0.53% | 44,227 | $3.3M | Add +3.6% |
| NVCR Novocure Ltd. | 0.53% | 256,628 | $3.3M | No change |
| IJH iShares Core S&P Midcap ETF | 0.51% | 48,972 | $3.2M | Reduce -8.9% |
| HSY The Hershey Co. | 0.48% | 16,300 | $3.0M | No change |
| NSC Norfolk Southern Corp. | 0.48% | 10,095 | $3.0M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 47,100 | $2.6M | Reduce -3.2% |
| HON Honeywell International Inc. | 0.40% | 12,100 | $2.5M | Add +7.2% |
| V Visa Inc. Class A | 0.40% | 7,402 | $2.5M | Add +66.9% |
| FDX FedEx Corp. | 0.40% | 10,623 | $2.5M | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.37% | 3,169 | $2.3M | Add +47.7% |
| LMT Lockheed Martin Corp. | 0.37% | 4,655 | $2.3M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 4,360 | $2.2M | Add +45.6% |
| EEM iShares MSCI Emerging Market | 0.32% | 38,084 | $2.0M | Reduce -8.6% |
| AFG American Financial Group Inc. | 0.32% | 13,810 | $2.0M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 3,000 | $2.0M | Add +2.0% |
| QCOM Qualcomm Inc. | 0.32% | 11,969 | $2.0M | Reduce -1.6% |
| PH Parker Hannifin Corp. | 0.31% | 2,565 | $1.9M | Reduce -0.2% |
| TRV The Travelers Cos Inc. | 0.31% | 6,940 | $1.9M | Add +0.7% |
| BDX Becton Dickinson and Co. | 0.26% | 8,900 | $1.7M | Reduce -64.7% |
| TD Toronto-Dominion Bank | 0.26% | 20,800 | $1.7M | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.26% | 39,907 | $1.7M | Add +127.5% |
| NXPI NXP Semiconductors NV | 0.25% | 7,050 | $1.6M | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.25% | 14,750 | $1.6M | Add +42.5% |
| PNC PNC Financial Services Group | 0.24% | 7,589 | $1.5M | No change |
| HD Home Depot Inc. | 0.24% | 3,678 | $1.5M | Add +107.1% |
| COF Capital One Financial Corp. | 0.23% | 6,967 | $1.5M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 5,220 | $1.5M | Add +3.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.23% | 27,581 | $1.5M | Reduce -4.2% |
| AON Aon PLC Class A | 0.22% | 3,910 | $1.4M | Add +146.7% |
| CSX CSX Corp. | 0.21% | 37,482 | $1.3M | No change |
| OBDC Blue Owl Capital Corp. | 0.21% | 103,750 | $1.3M | Add +166.4% |
| IWM iShares Russell 2000 ETF | 0.21% | 5,451 | $1.3M | Add +64.8% |
| AMZN Amazon.com Inc. | 0.20% | 5,884 | $1.3M | Add +126.7% |
| VNQ Vanguard Real Estate ETF | 0.20% | 13,933 | $1.3M | No change |
| KO The Coca-Cola Co. | 0.20% | 19,067 | $1.3M | Reduce -11.2% |
| CUBE Cubesmart | 0.19% | 29,600 | $1.2M | Add +18.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 2,400 | $1.2M | Reduce -20.0% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 19,565 | $1.1M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 11,485 | $1.1M | Add +34.6% |
| CNI Canadian Natl Railway Co. | 0.18% | 11,725 | $1.1M | Add +154.9% |
| MCD McDonald's Corp. | 0.17% | 3,545 | $1.1M | Add +10.8% |
| UGI Ugi Corp. | 0.16% | 30,600 | $1.0M | No change |
| JPST JPMorgan Ultra-Short Income | 0.16% | 19,963 | $1.0M | Add +98.9% |
| GOOG Alphabet Inc. Class C | 0.16% | 4,100 | $999K | Add +13.9% |
| AFL Aflac Inc. | 0.15% | 8,625 | $963K | No change |
| ADP Automatic Data Processing | 0.15% | 3,158 | $927K | Add +22.0% |
Portfolio Sells Q2 2025 → Q3 2025
| JNJ Johnson & Johnson | Reduce -85.7% | 1.41% | −6.64 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -42.5% | 8.25% | −5.47 |
| CAN Canaan Inc. | Sold out | 0.00% | −1.13 |
| AMERICAN WATER CAPITAL C (AWK 3.625 06/15/26) | Sold out | 0.00% | −0.62 |
| AVGO Broadcom Inc. | Reduce -27.1% | 4.56% | −0.61 |
| BDX Becton Dickinson and Co. | Reduce -64.7% | 0.26% | −0.42 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.22 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.18 |
| IJR iShares Core S&P Small-Cap E | Reduce -15.6% | 1.90% | −0.15 |
| UPS United Parcel Service Class B | Reduce -69.9% | 0.05% | −0.14 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.09 |
| PEP Pepsico Inc. | Reduce -46.1% | 0.11% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.07 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -50.0% | 0.07% | −0.06 |
| AMBP Ardagh Metal Packaging SA | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Reduce -47.7% | 0.04% | −0.05 |
| OCSL Oaktree Specialty Lending Co. | Reduce -29.4% | 0.08% | −0.04 |
| KO The Coca-Cola Co. | Reduce -11.2% | 0.20% | −0.04 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.03 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.03 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Sold out | 0.00% | −0.03 |
| GRAB Grab Holdings Ltd. Class A | Reduce -33.7% | 0.11% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -20.0% | 0.18% | −0.02 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.02 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -8.9% | 0.51% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.01 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Sold out | 0.00% | −0.01 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -4.2% | 0.23% | −0.01 |
| VRP Invesco Variable Rate Prefer | Sold out | 0.00% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -23.5% | 0.03% | −0.01 |
| IMVP Invesco India Exchange-Trade | Sold out | 0.00% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -4.0% | 0.07% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.00 |
| EMR Emerson Electric Co. | Reduce -7.6% | 0.04% | −0.00 |
| CCAP Crescent Capital BDC Inc. | Reduce -5.7% | 0.08% | −0.00 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.00 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Sold out | 0.00% | −0.00 |
| CUT Invesco MSCI Global Timber E | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| MRVL Marvell Technology Inc. | New | 1.07% | +1.07 |
| AMRZ Amrize Ltd. | New | 1.05% | +1.05 |
| ACN Accenture PLC Class A | New | 0.93% | +0.93 |
| QXO Qxo Inc. | New | 0.88% | +0.88 |
| IVV iShares Core S&P 500 ETF | Add +45.2% | 2.08% | +0.76 |
| AWK American Water Works Co. Inc. | New | 0.61% | +0.61 |
| OSEA Harbor Intl Compounders ETF | Add +80.5% | 1.26% | +0.58 |
| AAPL Apple Inc. | Add +9.5% | 1.96% | +0.53 |
| GOOGL Alphabet Inc. Class A | Add +28.2% | 1.14% | +0.50 |
| ABBV Abbvie Inc. | Add +4.5% | 1.77% | +0.43 |
| MSFT Microsoft Corp. | Add +6.0% | 4.07% | +0.42 |
| CMI Cummins Inc. | Add +9.3% | 1.38% | +0.41 |
| JPM JPMorgan Chase & Co. | Add +11.3% | 2.11% | +0.39 |
| VRT Vertiv Holdings Co. Class A | Add +6.7% | 1.83% | +0.38 |
| TEL Te Connectivity PLC | Add +1.4% | 1.51% | +0.38 |
| RTX RTX Corp. | Add +4.1% | 1.89% | +0.32 |
| ETN Eaton Corp. PLC | Add +6.6% | 2.34% | +0.27 |
| TMO Thermo Fisher Scientific Inc. | Add +19.1% | 0.86% | +0.26 |
| PSX Phillips 66 | Add +8.4% | 1.26% | +0.25 |
| CVX Chevron Corp. | Add +10.1% | 1.40% | +0.24 |
| MS Morgan Stanley | Add +4.3% | 1.44% | +0.23 |
| LHX L3HARRIS Technologies Inc. | Add +0.8% | 1.15% | +0.22 |
| DHI D.R. Horton Inc. | Add +1.3% | 0.72% | +0.19 |
| CASY Casey's General Stores Inc. | Add +5.0% | 1.20% | +0.18 |
| CAT Caterpillar Inc. | Add +0.5% | 0.82% | +0.16 |
| V Visa Inc. Class A | Add +66.9% | 0.40% | +0.15 |
| SRLN SS Blackstone Sr Loan ETF | Add +127.5% | 0.26% | +0.15 |
| NVDA Nvidia Corp. | Add +10.8% | 0.60% | +0.15 |
| HD Home Depot Inc. | Add +107.1% | 0.24% | +0.13 |
| AON Aon PLC Class A | Add +146.7% | 0.22% | +0.13 |
| HUBB Hubbell Inc. | Add +9.6% | 0.90% | +0.13 |
| UNP Union Pacific Corp. | Add +6.4% | 1.31% | +0.12 |
| OBDC Blue Owl Capital Corp. | Add +166.4% | 0.21% | +0.12 |
| META Meta Platforms Inc. Class A | Add +47.7% | 0.37% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +45.6% | 0.35% | +0.12 |
| AMZN Amazon.com Inc. | Add +126.7% | 0.20% | +0.12 |
| LLY Eli Lilly & Co. | Add +9.4% | 1.45% | +0.11 |
| APA Apa Corp. | New | 0.11% | +0.11 |
| BLK BlackRock Inc. | New | 0.10% | +0.10 |
| KEY Keycorp | New | 0.10% | +0.10 |
| CNI Canadian Natl Railway Co. | Add +154.9% | 0.18% | +0.10 |
| IWM iShares Russell 2000 ETF | Add +64.8% | 0.21% | +0.10 |
| SJM The JM Smucker Co. | Add +42.5% | 0.25% | +0.09 |
| MA Mastercard Inc. Class A | Add +270.6% | 0.13% | +0.09 |
| KMI Kinder Morgan Inc. | New | 0.09% | +0.09 |
| ICE Intercontinental Exchange Inc. | New | 0.09% | +0.09 |
| SYY Sysco Corp. | Add +2.1% | 0.76% | +0.08 |
| JPST JPMorgan Ultra-Short Income | Add +98.9% | 0.16% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +7.1% | 1.09% | +0.08 |
| AGG iShares Core U.S. Aggregate | Add +192.0% | 0.12% | +0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 146 | $652.2M | AVGO, VV, MRVL, IVV, MSFT |
| Q1 2026 | 150 | $571.7M | VV, AVGO, MSFT, IVV, ETN |
| Q4 2025 | 146 | $572.3M | AVGO, VV, MSFT, IVV, ORCL |
| Q3 2025 | 155 | $630.5M | BRK.A, AVGO, VV, MSFT, ORCL |
| Q2 2025 | 174 | $637.5M | BRK.A, JNJ, AVGO, VV, MSFT |
| Q1 2025 | 108 | $266.3M | BRK.A, JNJ, MSFT, JPIE, NVCR |
| Q4 2024 | 118 | $242.7M | BRK.A, JNJ, NVCR, MSFT, JPIE |
| Q3 2024 | 140 | $373.6M | BRK.A, JNJ, NVCR, MSFT, JPIE |
| Q2 2024 | 151 | $229.3M | BRK.A, JNJ, NVCR, MSFT, JPIE |
| Q1 2024 | 159 | $257.3M | BRK.A, JNJ, NVCR, MSFT, JPIE |