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Portfolio (Quarterly) Guide ↗

NWM ADVISORS, LLC

· CIK 0002098824
13F Portfolio $110M AUM 23 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 Added 11 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 UBER UBER TECHNOLOGIES INC Technology 35,318 $2.9M 2.51% SOLD
2 COMMUNITY WEST BANCSHARES NE 32,430 $730K 0.64% SOLD
Sector Allocation
Technology 51.7%
Financial Services 40.0%
Industrials 6.8%
Consumer Defensive 1.5%