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Portfolio (Quarterly) Guide ↗

NVWM, LLC

· CIK 0001697274
13F Portfolio $496M AUM 992 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 780 New
Page 10 of 39  ·  780 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,351.0 $320K 0.06% NEW $236.62 +3.4%
182 NEBIUS GROUP N.V. SHS CLASS A 1,087.0 $300K 0.06% NEW $276.17
183 GOOG ALPHABET INC CAP STK CL C 837.0 $296K 0.06% NEW $353.33
184 CLS CELESTICA INC COM Technology 810.0 $295K 0.06% NEW $364.67 -19.2%
185 SLV ISHARES SILVER TRUST Financial Services 5,321.0 $285K 0.06% NEW $53.47 +16.3%
186 IRM IRON MTN INC DEL COM Real Estate 1,700.0 $215K 0.04% NEW $126.33 -4.1%
187 MRVL MARVELL TECHNOLOGY INC COM Technology 693.0 $206K 0.04% NEW $297.89 -23.0%
188 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,082.0 $200K 0.04% NEW $185.23 -3.4%
189 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 2,270.0 $189K 0.04% NEW $83.07 +5.3%
190 TSLA TESLA INC COM Consumer Cyclical 425.0 $179K 0.04% NEW $420.60 -17.0%
191 RSG REPUBLIC SVCS INC COM Industrials 791.0 $169K 0.03% NEW $213.08 +4.7%
192 CRM SALESFORCE INC COM Technology 752.0 $162K 0.03% NEW $215.38 -2.9%
193 TIP ISHARES TIPS BOND ETF 1,460.0 $160K 0.03% NEW $109.43 -2.0%
194 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 1,810.0 $158K 0.03% NEW $87.04 +6.9%
195 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1,936.0 $153K 0.03% NEW $79.03 -0.5%
196 SDY STATE STREET SPDR S&P DIVIDEND ETF 969.0 $147K 0.03% NEW $152.18 +4.6%
197 DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN Financial Services 3,138.0 $137K 0.03% NEW $43.71 +15.1%
198 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 831.0 $137K 0.03% NEW $164.27 +1.9%
199 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 2,452.0 $131K 0.03% NEW $53.61 +8.6%
200 VZ VERIZON COMMUNICATIONS INC COM Communication Services 2,949.0 $125K 0.03% NEW $42.34 +18.4%
Page 10 of 39  ·  780 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 38.7%
Financial Services 14.5%
Industrials 9.6%
Consumer Cyclical 9.5%
Communication Services 8.7%
Healthcare 6.4%
Utilities 3.9%
Consumer Defensive 3.5%
Energy 2.4%
Basic Materials 1.6%