Nwm Advisors
Nwm Advisors reported 23 stocks worth $127M in its 13F filing for Q2 2026, filed Aug 28, 2026. Its largest holdings are VOO (29.2%), IVOO (12.5%) and BRK.B (8.3%). Compared with Q1 2026, the fund opened new positions in CRWD, added to IVOO, BRK.B and VO, trimmed VOO, QTEC and AAPL and sold out of PLTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $37.1M | 29.2% | 54K | −576 (−1%) | 3 of 3 | |
| 2 |  IVOO Vanguard Admiral Fds Inc | $15.8M | 12.5% | 122K | +10K (+9%) | 3 of 3 | |
| 3 |  BRK.B Berkshire Hathaway Inc Del | $10.6M | 8.3% | 21K | +872 (+4%) | 3 of 3 | |
| 4 |  VO Vanguard Index Fds | $7.8M | 6.2% | 97K | +76K (+368%) | 3 of 3 | |
| 5 |  SCHA Schwab US Small Cap ETF | $7.5M | 5.9% | 208K | +11K (+6%) | 3 of 3 | |
| 6 |  QTEC First TR Exchange Traded FD | $6.5M | 5.1% | 20K | −226 (−1%) | 3 of 3 | |
| 7 |  AAPL Apple Inc | $5.3M | 4.2% | 18K | −527 (−3%) | 3 of 3 | |
| 8 |  JPM Jpmorgan Chase & Co. | $5M | 3.9% | 15K | +255 (+2%) | 3 of 3 | |
| 9 |  V Visa Inc | $4.7M | 3.7% | 14K | +725 (+6%) | 3 of 3 | |
| 10 |  NVDA Nvidia Corporation | $4.5M | 3.6% | 23K | −1,859 (−8%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PLTR Palantir Technologies Inc | $1.2M | 8,101 |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 28, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Nwm Advisors 13F FAQ
What does Nwm Advisors own?
Nwm Advisors reported 23 stocks worth $127M in its 13F filing for Q2 2026, filed Aug 28, 2026. Its largest holdings are VOO (29.2%), IVOO (12.5%) and BRK.B (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Nwm Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 12 added to, 7 trimmed and 1 sold out. New positions include CRWD. It sold all of PLTR.
When will Nwm Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Nwm Advisors's portfolio worth?
The Q2 2026 filing reports $127M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.