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Showing Q3 2025 data
NWF Advisory Services Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
NWF Advisory Services Inc.
•CIK: 2045735•Filing: Q3 2025
**NWF Advisory Services Inc.** manages $619M across a diversified portfolio of 507 positions. The strategy exhibits significant allocations to mega-cap technology and blue-chip value, highlighted by top holdings including VOO ($27.1M) and AAPL ($26.4M). Further concentration is evident in defensive and sector-specific plays, notably BRK/B ($24.1M) and XLK ($22.2M). This structure suggests a core mandate focused on established market leaders and resilient sectors.
Total AUM
$619.3M
+ $51.2K in options
QoQ Performance
-24.5%
Positions
354
+ 3 options
Top 10 Concentration
33.3%
Latest Filing
Q3 2025
Top Holdings Allocation
VOO4.4%
AAPL4.3%
BRK/B3.9%
XLK3.6%
SDY3.6%
COST2.1%
JEPI2.0%
BAC1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.1%
Financial11.7%
Technology9.4%
ETF8.0%
Consumer5.8%
Healthcare1.6%
Communication1.0%
Energy1.0%
🚪 Exited Positionssold since Q2 2025
+248 more exited positions
Changes from Q2 2025
NEW20 new positions
↑81 increased
↓90 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025