NWM ADVISORS, LLC
•CIK: 2098824•Filing: Q4 2025
**NWM ADVISORS, LLC** manages $115M across a concentrated portfolio of 25 positions. The strategy exhibits significant exposure to broad market indices, evidenced by top holdings in VOO ($31.9M) and IVOO ($12.6M). Further allocations target established value and technology leaders, including BRK/B ($9.8M), AAPL ($5.2M), and NVDA ($4.7M). This structure suggests a core focus on large-cap, diversified equity exposure with selective tilts toward high-conviction names.
Total AUM
$114.9M
QoQ Performance
N/A
Positions
22
Top 10 Concentration
77.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
IVOO
BRK/B
VOO27.8%
IVOO11.0%
BRK/B8.6%
INVN4.8%
AAPL4.5%
SCHA4.5%
JPM4.4%
QTEC4.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other36.1%
ETF29.9%
Financial16.9%
Technology12.5%
Consumer2.9%
Industrial1.7%