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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 VOO VANGUARD INDEX FDS 53,991.0 $37.1M 29.20% -576.0 -1.1% $686.81 +3.2%
2 QTEC FIRST TR EXCHANGE-TRADED FD 19,513.0 $6.5M 5.14% -226.0 -1.1% $334.68 -3.9%
3 AAPL APPLE INC Technology 18,247.0 $5.3M 4.16% -527.0 -2.8% $289.37 +8.7%
4 NVDA NVIDIA CORPORATION Technology 22,606.0 $4.5M 3.56% -2K -7.6% $200.09 +13.9%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,578.0 $2.7M 2.10% -53.0 -1.5% $746.77 +3.3%
6 INVN THE ALGER ETF TRUST 77,907.0 $1.7M 1.31% -95K -55.0% $21.43 +26.7%
7 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 328.0 $307K 0.24% -65.0 -16.5% $935.47 -0.1%

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%