Nwm Advisors, LLC reported 23 holdings worth US$127M as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 28, 2026
Nwm Advisors, LLC reported 23 holdings worth US$127M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Jp Morgan Chase & Co. Filed Aug 28, 2026 (Form 13F/A).
- Holdings
- 23
- Value as reported
- US$127M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 21,092 | US$10.6M | 8.3% |
| Apple Inc | 18,247 | US$5.28M | 4.2% |
| Jp Morgan Chase & Co. | 15,260 | US$5M | 3.9% |
| Visa Inc. | 13,821 | US$4.74M | 3.7% |
| Nvidia Corporation | 22,606 | US$4.52M | 3.6% |
| Microsoft Corp. | 10,588 | US$3.95M | 3.1% |
| United Parcel Service, Inc. | 15,718 | US$1.69M | 1.3% |
| Caterpillar, Inc. | 401 | US$427K | 0.34% |
| Costco Wholesale Corporation | 328 | US$307K | 0.24% |
| Crowdstrike Holdings, Inc. | 396 | US$302K | 0.24% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |