Nordwand Advisors, LLC holds a diversified book of 146 stocks worth $652.2M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Yesway Inc and trimmed Vanguard Large-Cap ETF. Their largest long position is Broadcom Inc at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Nordwand Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $507.4B |
| JPMORGAN CHASE & CO | 79 / 80 | $445.2B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $337.1B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $152.9B |
| PNC FINANCIAL SERVICES GROUP, INC. | 79 / 80 | $93.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $77.7B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $71.8B |
| LPL Financial LLC | 79 / 80 | $56.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Nordwand Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc COM | $30.6M | 81.1K | 4.7% | ▲+0.8% Added · +635 sh | |
| 2 | Vanguard Index FDS LARGE CAP ETF | $29.9M | 87.0K | 4.6% | ▼−0.1% Reduced · −50 sh | |
| 3 | Marvell Technology Inc COM | $25.4M | 85.4K | 3.9% | ▼−0.1% Reduced · −55 sh | |
| 4 | Ishares TR CORE S&P500 ETF | $19.1M | 25.5K | 2.9% | ▲+2.7% Added · +678 sh | |
| 5 | Microsoft Corp COM | $19.1M | 51.3K | 2.9% | ▲+2.0% Added · +1K sh | |
| 6 | Vertiv Holdings Co COM CL A | $19.1M | 57.1K | 2.9% | ▲+0.2% Added · +98 sh | |
| 7 | Eaton Corp PLC SHS | $17.3M | 40.6K | 2.7% | ▲+0.9% Added · +369 sh | |
| 8 | Cummins Inc COM | $14.3M | 20.0K | 2.2% | ▼−0.1% Reduced · −25 sh | |
| 9 | Cisco Sys Inc COM | $14.2M | 120.5K | 2.2% | ▲+0.5% Added · +650 sh | |
| 10 | Eli Lilly & Co COM | $14.0M | 11.7K | 2.2% | ▼−0.7% Reduced · −88 sh | |
| 11 | JPMorgan Chase & Co COM | $14.0M | 42.8K | 2.1% | ▲+1.1% Added · +484 sh | |
| 12 | Apple Inc COM | $13.5M | 46.5K | 2.1% | ▲+0.1% Added · +45 sh | |
| 13 | Abbvie Inc COM | $13.1M | 52.2K | 2.0% | ▲+1.6% Added · +830 sh | |
| 14 | Ishares TR CORE S&P SCP ETF | $12.6M | 84.7K | 1.9% | ▼−6.5% Reduced · −6K sh | |
| 15 | United Rentals Inc COM | $12.5M | 11.1K | 1.9% | ▲+0.9% Added · +105 sh | |
| 16 | Morgan Stanley COM NEW | $12.1M | 57.9K | 1.9% | ▲+0.4% Added · +225 sh | |
| 17 | RTX Corporation COM | $11.5M | 60.8K | 1.8% | ▲+1.3% Added · +793 sh | |
| 18 | Oracle Corp COM | $11.1M | 75.9K | 1.7% | ▲+1.1% Added · +798 sh | |
| 19 | Phillips 66 COM | $10.6M | 62.7K | 1.6% | ▲+2.3% Added · +1K sh | |
| 20 | Alphabet Inc CAP STK CL A | $10.4M | 29.2K | 1.6% | ▲+4.7% Added · +1K sh | |
| 21 | Palo Alto Networks Inc COM | $10.4M | 30.5K | 1.6% | ▼−5.4% Reduced · −2K sh | |
| 22 | Te Connectivity PLC ORD SHS | $10.2M | 50.5K | 1.6% | ▲+9.3% Added · +4K sh | |
| 23 | Chevron Corporation COM | $9.9M | 59.8K | 1.5% | ▲+1.3% Added · +755 sh | |
| 24 | Union Pac Corp COM | $9.8M | 36.1K | 1.5% | ▲+1.4% Added · +489 sh | |
| 25 | Ameriprise Finl Inc COM | $9.8M | 21.3K | 1.5% | ▲+1.2% Added · +261 sh | |
| 26 | Harbor ETF Trust INTERNATNAL COMP | $9.6M | 314.9K | 1.5% | —Held | |
| 27 | Amgen Inc COM | $9.4M | 26.0K | 1.4% | ▲+1.9% Added · +485 sh | |
| 28 | Norwegian Cruise Line Hldgs SHS | $9.0M | 428.4K | 1.4% | ▲+41% Added · +126K sh | |
| 29 | Caterpillar Inc COM | $8.8M | 8.2K | 1.3% | ▼−4.8% Reduced · −415 sh | |
| 30 | Caseys Gen Stores Inc COM | $8.4M | 10.6K | 1.3% | ▼−21% Reduced · −3K sh | |
| 31 | Air Products And Chemicals I COM | $8.3M | 28.5K | 1.3% | ▲+0.8% Added · +219 sh | |
| 32 | Waste Mgmt Inc Del COM | $8.2M | 36.6K | 1.3% | ▼−2.9% Reduced · −1K sh | |
| 33 | Amrize Ltd SHS | $7.8M | 146.7K | 1.2% | ▲+2.9% Added · +4K sh | |
| 34 | Hubbell Inc COM | $7.8M | 14.8K | 1.2% | ▲+0.8% Added · +113 sh | |
| 35 | Embraer S.A. SPONSORED ADS | $7.7M | 121.2K | 1.2% | ▲+13% Added · +14K sh | |
| 36 | L3harris Technologies Inc COM | $7.2M | 24.7K | 1.1% | ▲+2.5% Added · +600 sh | |
| 37 | Qxo Inc COM NEW | $6.7M | 387.3K | 1.0% | ▲+19% Added · +63K sh | |
| 38 | Corteva Inc COM | $6.1M | 72.4K | 0.9% | ▼−0.3% Reduced · −214 sh | |
| 39 | Merck & Co Inc COM | $5.9M | 46.0K | 0.9% | ▲+0.5% Added · +248 sh | |
| 40 | American Express Co COM | $5.9M | 17.3K | 0.9% | ▼−0.3% Reduced · −55 sh | |
| 41 | Service Corp Intl COM | $5.7M | 75.5K | 0.9% | ▲+0.6% Added · +425 sh | |
| 42 | Thermo Fisher Scientific Inc COM | $5.5M | 11.0K | 0.8% | ▼−1.0% Reduced · −112 sh | |
| 43 | Digital Rlty TR Inc COM | $5.5M | 30.6K | 0.8% | ▲+0.6% Added · +175 sh | |
| 44 | J P Morgan Exchange Traded F INCOME ETF | $5.1M | 109.9K | 0.8% | —Held | |
| 45 | Abbott Laboratories COM | $5.1M | 55.7K | 0.8% | ▲+7.5% Added · +4K sh | |
| 46 | Nvidia Corporation COM | $4.8M | 24.0K | 0.7% | ▲+1.1% Added · +275 sh | |
| 47 | D R Horton Inc COM | $4.5M | 27.4K | 0.7% | ▲+0.2% Added · +50 sh | |
| 48 | NextEra Energy Inc COM | $4.1M | 46.9K | 0.6% | ▲+1.6% Added · +735 sh | |
| 49 | CDW Corp COM | $3.5M | 25.2K | 0.5% | ▼−18% Reduced · −6K sh | |
| 50 | Sysco Corp COM | $3.4M | 41.1K | 0.5% | ▼−24% Reduced · −13K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1962713/holdings"
Use Arkolith to show Nordwand Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.