NWM Advisors, LLC
Net seller this quarter
$127M
13
-$2.29M
31.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $10.6M | 8.31% | Not reported | +4.3% | Q4 2025 |
 AAPL | $5.28M | 4.16% | 0.00% | -2.8% | Q4 2025 |
 JPM | $5M | 3.93% | 0.00% | +1.7% | Q4 2025 |
 V | $4.74M | 3.73% | 0.00% | +5.5% | Q4 2025 |
 NVDA | $4.52M | 3.56% | 0.00% | -7.6% | Q4 2025 |
 MSFT | $3.95M | 3.11% | 0.00% | +6.9% | Q4 2025 |
 SPY | $2.67M | 2.10% | Not reported | -1.5% | Q4 2025 |
 UPS | $1.69M | 1.33% | 0.00% | Not reported | Q4 2025 |
 INVN | $1.67M | 1.31% | 0.08% | -55.0% | Q4 2025 |
 CAT | $427K | 0.34% | 0.00% | Not reported | Q4 2025 |
 COST | $307K | 0.24% | 0.00% | -16.5% | Q4 2025 |
 CRWD | $302K | 0.24% | 0.00% | New | Q2 2026 |
 NOBL | $244K | 0.19% | Not reported | Not reported | Q4 2025 |
| Q1 2026 | |||||
| BRK.B | $9.69M | 8.83% | Not reported | +3.4% | Q4 2025 |
| AAPL | $4.76M | 4.34% | 0.00% | -1.4% | Q4 2025 |
| JPM | $4.41M | 4.02% | 0.00% | -4.5% | Q4 2025 |
| NVDA | $4.27M | 3.89% | 0.00% | -2.3% | Q4 2025 |
| V | $3.96M | 3.61% | 0.00% | +0.7% | Q4 2025 |
| MSFT | $3.67M | 3.34% | 0.00% | +6.9% | Q4 2025 |
| INVN | $3.24M | 2.95% | 0.18% | -32.7% | Q4 2025 |
| SPY | $2.36M | 2.15% | Not reported | +2.4% | Q4 2025 |
| UPS | $1.55M | 1.41% | 0.00% | -9.4% | Q4 2025 |
 PLTR | $1.19M | 1.08% | 0.00% | +26.2% | Q4 2025 |
| COST | $392K | 0.36% | 0.00% | -25.7% | Q4 2025 |
| CAT | $284K | 0.26% | 0.00% | Not reported | Q4 2025 |
| NOBL | $230K | 0.21% | Not reported | -2.9% | Q4 2025 |
| Q4 2025 | |||||
| BRK.B | $9.83M | 8.55% | Not reported | New | Q4 2025 |
| INVN | $5.56M | 4.84% | 0.27% | New | Q4 2025 |
| AAPL | $5.18M | 4.50% | 0.00% | New | Q4 2025 |
| JPM | $5.06M | 4.40% | 0.00% | New | Q4 2025 |
| NVDA | $4.67M | 4.06% | 0.00% | New | Q4 2025 |
| V | $4.56M | 3.97% | 0.00% | New | Q4 2025 |
| MSFT | $4.48M | 3.90% | 0.00% | New | Q4 2025 |
 UBER | $2.89M | 2.51% | 0.00% | New | Q4 2025 |
| SPY | $2.42M | 2.10% | Not reported | New | Q4 2025 |
| UPS | $1.72M | 1.50% | 0.00% | New | Q4 2025 |
| PLTR | $1.14M | 0.99% | 0.00% | New | Q4 2025 |
 CWBC | $730K | 0.63% | 0.17% | New | Q4 2025 |
| COST | $456K | 0.40% | 0.00% | New | Q4 2025 |
| NOBL | $233K | 0.20% | Not reported | New | Q4 2025 |
| CAT | $230K | 0.20% | 0.00% | New | Q4 2025 |