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Portfolio (Quarterly) Guide ↗

NWM ADVISORS, LLC

· CIK 0002098824
13F Portfolio $127M AUM 23 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 11 Added 7 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CRWD CROWDSTRIKE HLDGS INC Technology 396.0 $302K 0.24% NEW $190.78 +19.5%

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 48.7%
Financial Services 43.0%
Industrials 7.3%
Consumer Defensive 1.1%