NVWM, LLC

13F filer · CIK 0001697274

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$496MU.S. long equity reported on 13F

Positions61750 new · 20 closed

Net flow last quarter+$233KBuys minus sells

Top 10 positions weight26.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026617 positions
AAPLApple Inc.	$21.5M	4.33%	0.00%	-0.3%	Q4 2017
NVDANvidia Corp	$17M	3.42%	0.00%	+0.3%	Q4 2017
GOOGLAlphabet Inc.	$16.4M	3.30%	0.00%	+14.7%	Q4 2017
AMZNAmazon Com Inc	$16.2M	3.27%	0.00%	0.0%	Q4 2017
MSFTMicrosoft Corp	$15.5M	3.12%	0.00%	+2.1%	Q4 2017
AMDAdvanced Micro Devices Inc	$9.77M	1.97%	0.00%	-32.4%	Q1 2018
AMATApplied Materials Inc	$8.81M	1.78%	0.00%	-20.3%	Q4 2017
GLDSPDR Gold Trust	$8.55M	1.72%	0.01%	-13.9%	Q4 2017
AVGOBroadcom Inc.	$8.21M	1.65%	0.00%	-13.5%	Q4 2017
PANWPalo Alto Networks Inc	$7.48M	1.51%	0.00%	-5.9%	Q1 2018
METAMeta Platforms, Inc.	$7.02M	1.41%	Not reported	+2.1%	Q4 2017
GEVGE Vernova Inc.	$6.74M	1.36%	0.00%	+23.2%	Q2 2024
JPMJPMorgan Chase & Co	$4.81M	0.97%	0.00%	-1.1%	Q4 2017
COSTCostco Wholesale Corp	$4.56M	0.92%	0.00%	+0.9%	Q4 2017
BRK.BBerkshire Hathaway Inc	$4.46M	0.90%	Not reported	-2.5%	Q4 2017
VVisa Inc.	$4.34M	0.88%	0.00%	+0.7%	Q4 2017
NFLXNetflix Inc	$4.21M	0.85%	0.00%	+5.1%	Q4 2017
WFCWells Fargo & Company	$4.2M	0.85%	0.00%	+4.9%	Q4 2017
MRKMerck & Co., Inc.	$4.17M	0.84%	0.00%	-1.4%	Q4 2017
LLYELI LILLY & Co	$3.97M	0.80%	0.00%	+0.3%	Q4 2017
CVXChevron Corp	$3.96M	0.80%	0.00%	+0.5%	Q4 2017
ANETArista Networks, Inc.	$3.81M	0.77%	0.00%	-18.9%	Q1 2018
KLACKla Corp	$3.8M	0.77%	0.00%	-3.6%	Q4 2021
DELLDell Technologies Inc.	$3.79M	0.76%	0.00%	-3.0%	Q1 2020
ASMLAsml Holding NV	$3.73M	0.75%	0.00%	-3.5%	Q1 2020
CDNSCadence Design Systems Inc	$3.71M	0.75%	0.00%	-1.0%	Q4 2019
MAMastercard Inc	$3.7M	0.75%	0.00%	+4.9%	Q4 2017
LRCXLam Research Corp	$3.64M	0.73%	0.00%	-1.4%	Q4 2017
JNJJohnson & Johnson	$3.49M	0.70%	0.00%	+111.8%	Q4 2017
PHParker-Hannifin Corp	$3.42M	0.69%	0.00%	+107.7%	Q1 2022
WMTWalmart Inc.	$3.34M	0.67%	0.00%	-0.7%	Q4 2017
AXPAmerican Express Co	$3.26M	0.66%	0.00%	+2.6%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$3.08M	0.62%	0.00%	-0.5%	Q1 2020
MSMorgan Stanley	$2.96M	0.60%	0.00%	-3.2%	Q4 2017
ABBVAbbVie Inc.	$2.85M	0.58%	0.00%	-7.5%	Q4 2017
BACBank of America Corp	$2.74M	0.55%	0.00%	-1.9%	Q4 2017
TMOThermo Fisher Scientific Inc.	$2.64M	0.53%	0.00%	-1.1%	Q4 2017
TJXTJX Companies Inc	$2.63M	0.53%	0.00%	+0.2%	Q3 2018
SBUXStarbucks Corp	$2.62M	0.53%	0.00%	-0.5%	Q4 2017
HDHome Depot, Inc.	$2.59M	0.52%	0.00%	+5.3%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.54M	0.51%	0.00%	-2.0%	Q1 2020
VIKViking Holdings Ltd	$2.5M	0.50%	Not reported	+145.1%	Q1 2025
IAUIshares Gold Trust	$2.5M	0.50%	0.00%	+10.7%	Q4 2017
GEGeneral Electric Co	$2.49M	0.50%	0.00%	+67.2%	Q3 2021
ETNEaton Corp plc	$2.45M	0.49%	0.00%	-1.2%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$2.36M	0.47%	Not reported	+14.4%	Q4 2017
ATIAti Inc	$2.35M	0.47%	0.01%	-24.1%	Q1 2023
CCitigroup Inc	$2.09M	0.42%	0.00%	+3.0%	Q4 2017
WMWaste Management Inc	$2.08M	0.42%	0.00%	-0.7%	Q4 2017
PLDPrologis, Inc.	$2.02M	0.41%	0.00%	-2.2%	Q2 2018

Q1 2026Reported Apr 27, 2026586 positions
AAPLApple Inc.	$18.9M	4.21%	0.00%	+19.8%	Q4 2017
MSFTMicrosoft Corp	$15.1M	3.35%	0.00%	+2.9%	Q4 2017
NVDANvidia Corp	$14.8M	3.29%	0.00%	+6.8%	Q4 2017
AMZNAmazon Com Inc	$14.2M	3.16%	0.00%	+2.1%	Q4 2017
GLDSPDR Gold Trust	$11.6M	2.58%	0.01%	-0.1%	Q4 2017
GOOGLAlphabet Inc.	$11.5M	2.56%	0.00%	+9.5%	Q4 2017
AVGOBroadcom Inc.	$7.78M	1.73%	0.00%	+9.3%	Q4 2017
METAMeta Platforms, Inc.	$6.99M	1.56%	Not reported	+0.5%	Q4 2017
NFLXNetflix Inc	$5.39M	1.20%	0.00%	+4.2%	Q4 2017
AMATApplied Materials Inc	$5.23M	1.16%	0.00%	-9.1%	Q4 2017
AMDAdvanced Micro Devices Inc	$5.06M	1.13%	0.00%	+0.1%	Q1 2018
CVXChevron Corp	$4.91M	1.09%	0.00%	+227.0%	Q4 2017
COSTCostco Wholesale Corp	$4.82M	1.07%	0.00%	+11.4%	Q4 2017
BRK.BBerkshire Hathaway Inc	$4.38M	0.98%	Not reported	-12.4%	Q4 2017
JPMJPMorgan Chase & Co	$4.37M	0.97%	0.00%	+0.7%	Q4 2017
GEVGE Vernova Inc.	$4.06M	0.90%	0.00%	-0.6%	Q2 2024
MRKMerck & Co., Inc.	$3.96M	0.88%	0.00%	-0.2%	Q4 2017
WFCWells Fargo & Company	$3.85M	0.86%	0.00%	+1.2%	Q4 2017
VVisa Inc.	$3.8M	0.85%	0.00%	-10.7%	Q4 2017
PANWPalo Alto Networks Inc	$3.74M	0.83%	0.00%	+18.4%	Q1 2018
WMTWalmart Inc.	$3.69M	0.82%	0.00%	-5.0%	Q4 2017
MAMastercard Inc	$3.43M	0.76%	0.00%	+1.0%	Q4 2017
ANETArista Networks, Inc.	$3.39M	0.76%	0.00%	-2.4%	Q1 2018
LLYELI LILLY & Co	$3.04M	0.68%	0.00%	+1.7%	Q4 2017
AXPAmerican Express Co	$2.84M	0.63%	0.00%	+1.5%	Q4 2017
CDNSCadence Design Systems Inc	$2.78M	0.62%	0.00%	+23.9%	Q4 2019
TJXTJX Companies Inc	$2.77M	0.62%	0.00%	+1.3%	Q3 2018
ABBVAbbVie Inc.	$2.67M	0.59%	0.00%	+0.1%	Q4 2017
IAUIshares Gold Trust	$2.63M	0.59%	0.00%	-33.9%	Q4 2017
TMOThermo Fisher Scientific Inc.	$2.62M	0.58%	0.00%	+0.1%	Q4 2017
ASMLAsml Holding NV	$2.57M	0.57%	0.00%	-12.8%	Q1 2020
MSMorgan Stanley	$2.41M	0.54%	0.00%	-0.1%	Q4 2017
BACBank of America Corp	$2.39M	0.53%	0.00%	+1.4%	Q4 2017
SBUXStarbucks Corp	$2.31M	0.51%	0.00%	+3.6%	Q4 2017
HDHome Depot, Inc.	$2.3M	0.51%	0.00%	-17.9%	Q4 2017
ATIAti Inc	$2.29M	0.51%	0.01%	-1.1%	Q1 2023
DISWalt Disney Co	$2.23M	0.50%	0.00%	+1.5%	Q4 2017
WMWaste Management Inc	$2.16M	0.48%	0.00%	+0.1%	Q4 2017
NEENextera Energy Inc	$2.08M	0.46%	0.00%	-0.1%	Q1 2019
ETNEaton Corp plc	$2.08M	0.46%	0.00%	-44.8%	Q2 2018
PLDPrologis, Inc.	$2.02M	0.45%	0.00%	-1.4%	Q2 2018
PWRQuanta Services, Inc.	$1.99M	0.44%	0.00%	+2.3%	Q2 2019
XELXcel Energy Inc	$1.94M	0.43%	0.00%	-1.3%	Q2 2018
KLACKla Corp	$1.92M	0.43%	0.00%	-19.0%	Q4 2021
PEPPepsico Inc	$1.88M	0.42%	0.00%	+2.7%	Q4 2017
MCDMcdonalds Corp	$1.84M	0.41%	0.00%	-0.9%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.83M	0.41%	0.00%	+2.0%	Q1 2020
LRCXLam Research Corp	$1.82M	0.41%	0.00%	-38.2%	Q4 2017
UNPUnion Pacific Corp	$1.8M	0.40%	0.00%	-1.0%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$1.79M	0.40%	Not reported	-84.2%	Q4 2017

Q4 2025Reported Jan 20, 2026587 positions
MSFTMicrosoft Corp	$19.1M	4.16%	0.00%	-1.3%	Q4 2017
AAPLApple Inc.	$16.9M	3.68%	0.00%	-1.5%	Q4 2017
AMZNAmazon Com Inc	$15.4M	3.35%	0.00%	-0.1%	Q4 2017
NVDANvidia Corp	$14.8M	3.22%	0.00%	+9.5%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$11.9M	2.59%	Not reported	+94.6%	Q4 2017
GOOGLAlphabet Inc.	$11.4M	2.49%	0.00%	-1.7%	Q4 2017
GLDSPDR Gold Trust	$10.7M	2.33%	0.01%	-6.3%	Q4 2017
METAMeta Platforms, Inc.	$8.02M	1.75%	Not reported	+0.9%	Q4 2017
AVGOBroadcom Inc.	$7.96M	1.73%	0.00%	-3.4%	Q4 2017
AMDAdvanced Micro Devices Inc	$5.32M	1.16%	0.00%	-2.4%	Q1 2018
BRK.BBerkshire Hathaway Inc	$5.25M	1.14%	Not reported	-0.3%	Q4 2017
NFLXNetflix Inc	$5.05M	1.10%	0.00%	+3.3%	Q4 2017
VVisa Inc.	$4.94M	1.08%	0.00%	+0.4%	Q4 2017
JPMJPMorgan Chase & Co	$4.75M	1.03%	0.00%	-2.3%	Q4 2017
WFCWells Fargo & Company	$4.46M	0.97%	0.00%	-2.3%	Q4 2017
AMATApplied Materials Inc	$4.32M	0.94%	0.00%	-3.0%	Q4 2017
MAMastercard Inc	$3.88M	0.85%	0.00%	+1.5%	Q4 2017
COSTCostco Wholesale Corp	$3.74M	0.81%	0.00%	+25.0%	Q4 2017
ANETArista Networks, Inc.	$3.71M	0.81%	0.00%	-1.1%	Q1 2018
IAUIshares Gold Trust	$3.67M	0.80%	0.01%	+0.7%	Q4 2017
PANWPalo Alto Networks Inc	$3.63M	0.79%	0.00%	-1.1%	Q1 2018
LLYELI LILLY & Co	$3.49M	0.76%	0.00%	-1.8%	Q4 2017
WMTWalmart Inc.	$3.48M	0.76%	0.00%	-1.8%	Q4 2017
MRKMerck & Co., Inc.	$3.47M	0.75%	0.00%	+2930.5%	Q4 2017
AXPAmerican Express Co	$3.42M	0.74%	0.00%	-3.2%	Q4 2017
ETNEaton Corp plc	$3.36M	0.73%	0.00%	-0.5%	Q2 2018
TMOThermo Fisher Scientific Inc.	$3.09M	0.67%	0.00%	-2.8%	Q4 2017
GEVGE Vernova Inc.	$3.06M	0.67%	0.00%	-2.1%	Q2 2024
HDHome Depot, Inc.	$2.93M	0.64%	0.00%	+5.0%	Q4 2017
ABBVAbbVie Inc.	$2.8M	0.61%	0.00%	-1.1%	Q4 2017
DELLDell Technologies Inc.	$2.76M	0.60%	0.00%	+0.1%	Q1 2020
BACBank of America Corp	$2.66M	0.58%	0.00%	-2.9%	Q4 2017
TJXTJX Companies Inc	$2.63M	0.57%	0.00%	-1.4%	Q3 2018
MSMorgan Stanley	$2.6M	0.57%	0.00%	-4.9%	Q4 2017
DISWalt Disney Co	$2.6M	0.57%	0.00%	-2.4%	Q4 2017
CDNSCadence Design Systems Inc	$2.52M	0.55%	0.00%	-19.6%	Q4 2019
ASMLAsml Holding NV	$2.38M	0.52%	0.00%	-3.2%	Q1 2020
UBERUber Technologies, Inc	$2.38M	0.52%	0.00%	-0.4%	Q2 2019
LRCXLam Research Corp	$2.36M	0.51%	0.00%	-2.0%	Q4 2017
HOODRobinhood Markets, Inc.	$2.18M	0.48%	0.01%	-2.2%	Q3 2024
ORCLOracle Corp	$2.15M	0.47%	0.00%	+65.1%	Q4 2017
SBUXStarbucks Corp	$2.09M	0.46%	0.00%	-1.2%	Q4 2017
WMWaste Management Inc	$2.06M	0.45%	0.00%	+2.0%	Q4 2017
PLDPrologis, Inc.	$1.98M	0.43%	0.00%	+6069.7%	Q2 2018
KLACKla Corp	$1.96M	0.43%	0.00%	-2.6%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$1.89M	0.41%	0.00%	-2.1%	Q1 2020
ABTAbbott Laboratories	$1.88M	0.41%	0.00%	+4.3%	Q4 2017
XELXcel Energy Inc	$1.83M	0.40%	0.00%	-0.5%	Q2 2018
ATIAti Inc	$1.82M	0.40%	0.01%	-2.4%	Q1 2023
MCDMcdonalds Corp	$1.82M	0.40%	0.00%	-2.0%	Q4 2017

Q3 2025Reported Oct 16, 2025548 positions
MSFTMicrosoft Corp	$20.8M	4.67%	0.00%	+1.3%	Q4 2017
AAPLApple Inc.	$16.1M	3.62%	0.00%	+0.9%	Q4 2017
AMZNAmazon Com Inc	$14.7M	3.30%	0.00%	+0.6%	Q4 2017
NVDANvidia Corp	$13.5M	3.04%	0.00%	-9.8%	Q4 2017
GLDSPDR Gold Trust	$10.2M	2.30%	0.01%	-0.5%	Q4 2017
GOOGLAlphabet Inc.	$9.03M	2.03%	0.00%	+26.7%	Q4 2017
METAMeta Platforms, Inc.	$8.85M	1.99%	Not reported	-0.5%	Q4 2017
AVGOBroadcom Inc.	$7.85M	1.77%	0.00%	-1.7%	Q4 2017
NFLXNetflix Inc	$6.25M	1.41%	0.00%	+0.8%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$5.98M	1.35%	Not reported	+4.4%	Q4 2017
BRK.BBerkshire Hathaway Inc	$5.27M	1.18%	Not reported	+1.5%	Q4 2017
VVisa Inc.	$4.79M	1.08%	0.00%	+3.1%	Q4 2017
JPMJPMorgan Chase & Co	$4.76M	1.07%	0.00%	-2.3%	Q4 2017
ANETArista Networks, Inc.	$4.17M	0.94%	0.00%	-4.1%	Q1 2018
AMDAdvanced Micro Devices Inc	$4.12M	0.93%	0.00%	+2.3%	Q1 2018
WFCWells Fargo & Company	$4.1M	0.92%	0.00%	+0.9%	Q4 2017
PANWPalo Alto Networks Inc	$4.05M	0.91%	0.00%	-0.2%	Q1 2018
ETNEaton Corp plc	$3.96M	0.89%	0.00%	-0.5%	Q2 2018
MAMastercard Inc	$3.81M	0.86%	0.00%	+0.4%	Q4 2017
AMATApplied Materials Inc	$3.55M	0.80%	0.00%	+0.6%	Q4 2017
CDNSCadence Design Systems Inc	$3.52M	0.79%	0.00%	+102.0%	Q4 2019
HDHome Depot, Inc.	$3.28M	0.74%	0.00%	+1.7%	Q4 2017
WMTWalmart Inc.	$3.28M	0.74%	0.00%	+0.6%	Q4 2017
IAUIshares Gold Trust	$3.27M	0.73%	0.01%	+5.4%	Q4 2017
COSTCostco Wholesale Corp	$3.21M	0.72%	0.00%	+6.9%	Q4 2017
AXPAmerican Express Co	$3.18M	0.71%	0.00%	-2.6%	Q4 2017
DELLDell Technologies Inc.	$3.11M	0.70%	0.00%	-3.5%	Q1 2020
GEVGE Vernova Inc.	$2.94M	0.66%	0.00%	-3.2%	Q2 2024
ABBVAbbVie Inc.	$2.87M	0.64%	0.00%	-0.6%	Q4 2017
UBERUber Technologies, Inc	$2.86M	0.64%	0.00%	+0.9%	Q2 2019
HOODRobinhood Markets, Inc.	$2.83M	0.64%	0.01%	-2.5%	Q3 2024
DISWalt Disney Co	$2.68M	0.60%	0.00%	+3.4%	Q4 2017
TMOThermo Fisher Scientific Inc.	$2.66M	0.60%	0.00%	+1.8%	Q4 2017
BACBank of America Corp	$2.56M	0.58%	0.00%	-0.6%	Q4 2017
LLYELI LILLY & Co	$2.52M	0.57%	0.00%	-32.8%	Q4 2017
TJXTJX Companies Inc	$2.51M	0.56%	0.00%	-0.1%	Q3 2018
MSMorgan Stanley	$2.45M	0.55%	0.00%	-1.2%	Q4 2017
AWKAmerican Water Works Company, Inc.	$2.3M	0.52%	0.01%	+3.6%	Q1 2019
ASMLAsml Holding NV	$2.23M	0.50%	0.00%	-0.4%	Q1 2020
SBUXStarbucks Corp	$2.13M	0.48%	0.00%	+3.9%	Q4 2017
WMWaste Management Inc	$2.03M	0.46%	0.00%	+7.1%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$2.02M	0.45%	0.00%	-0.7%	Q1 2020
ZTSZoetis Inc.	$2.02M	0.45%	0.00%	+2.3%	Q4 2017
XELXcel Energy Inc	$2.01M	0.45%	0.00%	+113068.2%	Q2 2018
MELIMercadolibre Inc	$1.94M	0.44%	0.00%	+3.9%	Q4 2020
ABTAbbott Laboratories	$1.93M	0.43%	0.00%	+0.5%	Q4 2017
LRCXLam Research Corp	$1.88M	0.42%	0.00%	-0.2%	Q4 2017
ORCLOracle Corp	$1.88M	0.42%	0.00%	+39.5%	Q4 2017
MCDMcdonalds Corp	$1.85M	0.42%	0.00%	-0.4%	Q4 2017
UNPUnion Pacific Corp	$1.81M	0.41%	0.00%	+3.8%	Q4 2017

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