NWM Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), NWM Advisors, LLC reported 25 stock positions worth $114.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 27.8% of the portfolio, followed by Vanguard S&P Mid-Cap 400 ETF (IVOO, 11.0%) and Berkshire Hathaway Class B (BRK.B, 8.6%).
- Most Recent 13F
- Q2 2026
- Location
- SAN LUIS OBISPO, CA
- CIK
- 0002098824
- Portfolio Value
- $114.9M (Q4 2025)
- SEC Filing
- 0002098824-26-000001 ↗ filed Feb 4, 2026
Holdings Value
Holdings 25 stocks · $114.9M
| VOO Vanguard S&P 500 ETF | 27.75% | 50,860 | $31.9M | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 10.98% | 112,919 | $12.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 8.55% | 19,561 | $9.8M | — |
| INVN Alger Russell Innovation ETF | 4.84% | 257,071 | $5.6M | — |
| AAPL Apple Inc. | 4.50% | 19,040 | $5.2M | — |
| SCHA Schwab US Small-Cap ETF | 4.50% | 181,744 | $5.2M | — |
| JPM JPMorgan Chase & Co. | 4.40% | 15,710 | $5.1M | — |
| QTEC First Trust Nasdq 100 Tech I | 4.10% | 20,481 | $4.7M | — |
| NVDA Nvidia Corp. | 4.06% | 25,048 | $4.7M | — |
| V Visa Inc. Class A | 3.97% | 13,011 | $4.6M | — |
| MSFT Microsoft Corp. | 3.90% | 9,270 | $4.5M | — |
| UBER Uber Technologies Inc. | 2.51% | 35,318 | $2.9M | — |
| VGT Vanguard Info Tech ETF | 2.41% | 3,677 | $2.8M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.39% | 9,458 | $2.7M | — |
| ALAI Alger AI Enable & Adopt ETF | 2.24% | 71,219 | $2.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.10% | 3,546 | $2.4M | — |
| VCRM Vanguard Core Tax-Ex Bond | 2.02% | 30,695 | $2.3M | — |
| UPS United Parcel Service Class B | 1.50% | 17,352 | $1.7M | — |
| PLTR Palantir Technologies Inc. Class A | 0.99% | 6,420 | $1.1M | — |
| CWBC Community West Bancshares | 0.63% | 32,430 | $730K | — |
| FDL First Trust Morn DVD Lead Inc. | 0.42% | 10,777 | $478K | — |
| XLE SS Energy Select Sector | 0.41% | 10,502 | $470K | — |
| COST Costco Wholesale Corp. | 0.40% | 529 | $456K | — |
| NOBL Proshares S&P 500 Dividend A | 0.20% | 2,236 | $233K | — |
| CAT Caterpillar Inc. | 0.20% | 401 | $230K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.