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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
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 54,567.0 $32.6M 29.70% +4K +7.3% $597.55 +12.9%
2 IVOO VANGUARD ADMIRAL FDS INC 111,130.0 $12.7M 11.57% -2K -1.6% $114.32 +5.7%
3 BERKSHIRE HATHAWAY INC DEL 20,220.0 $9.7M 8.83% +659.0 +3.4% $479.20
4 VO VANGUARD INDEX FDS 20,750.0 $6.0M 5.43% +11K +119.4% $287.18 -73.5%
5 SCHA SCHWAB STRATEGIC TR 196,478.0 $5.7M 5.21% +15K +8.1% $29.08 +10.2%
6 AAPL APPLE INC Technology 18,774.0 $4.8M 4.34% -266.0 -1.4% $253.79 +17.8%
7 JPM JPMORGAN CHASE & CO Financial Services 15,005.0 $4.4M 4.02% -705.0 -4.5% $294.15 +2.2%
8 NVDA NVIDIA CORPORATION Technology 24,465.0 $4.3M 3.89% -583.0 -2.3% $174.40 +27.5%
9 QTEC FIRST TR EXCHANGE-TRADED FD 19,739.0 $4.3M 3.88% -742.0 -3.6% $215.99 +33.5%
10 V VISA INC Financial Services 13,096.0 $4.0M 3.60% +85.0 +0.7% $302.23 +10.1%
11 MSFT MICROSOFT CORP Technology 9,908.0 $3.7M 3.34% +638.0 +6.9% $370.18 +14.4%
12 INVN THE ALGER ETF TRUST 173,108.0 $3.2M 2.95% -84K -32.7% $18.69 +8.5%
13 VGT VANGUARD WORLD FD 3,827.0 $2.7M 2.43% +150.0 +4.1% $697.72 -84.0%
14 ALAI THE ALGER ETF TRUST 73,895.0 $2.4M 2.22% +3K +3.8% $33.04 +26.0%
15 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,631.0 $2.4M 2.15% +85.0 +2.4% $650.34 +12.8%
16 VANGUARD MUN BD FDS 30,497.0 $2.3M 2.09% -198.0 -0.7% $75.15
17 UPS UNITED PARCEL SVCS INC Industrials 15,718.0 $1.5M 1.41% -2K -9.4% $98.38 -2.9%
18 PLTR PALANTIR TECHNOLOGIES INC Technology 8,101.0 $1.2M 1.08% +2K +26.2% $146.28 -7.6%
19 FDL FIRST TR EXCHANGE-TRADED FD 16,250.0 $826K 0.75% +5K +50.8% $50.80 -0.6%
20 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 393.0 $392K 0.36% -136.0 -25.7% $996.43 +5.3%
Page 1 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.7%
Financial Services 40.0%
Industrials 6.8%
Consumer Defensive 1.5%