Arkolith/Funds/NWF Advisory Services Inc.

NWF Advisory Services Inc.

CIK 2045735
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

NWF Advisory Services Inc. holds a diversified book of 452 reported positions worth $1.1B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Ishrs US E F R A ETF-Usd Inc and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 6% of the reported non-option book. They also disclosed $270K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2025 would be +29% (+34.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
55
bought for the first time
+52 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
11
exited the position entirely
+8 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+29.2%
+34.3%/yr · since Oct '25
Their reported book
+96.9%
held from quarter-end
S&P 500
+12.7%
same window
$9K$10K$11K$12K$13KOct '25Jan '26Mar '26May '26Jul '26Sep '26
NWF Advisory Services Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +96.9%, a 67.7-point gap that is the cost of the ~29-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning NWF Advisory Services Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
34%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

47% mapped to company sectors

ETFs / funds
50%
Information Technology
18%
Financials
12%
Consumer Discretionary
7%
Energy
3%
Health Care
3%
No sector on file yet
2%
Industrials
2%

+5 sectors below the cut, 2% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as NWF Advisory Services Inc.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Hoffman, Alan N Investment Management11 / 80$168.2M
Donor Advised Charitable Giving, Inc.11 / 80$4.5B
BlueSpruce Investments, LP9 / 80$640.2M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Greenbrier Partners Capital Management, LLC9 / 80$1.3B
Swiss Re Ltd29 / 80$1.0B
Prospect Hill Management, LLC10 / 80$242.6M

Ranked by the share of each fund's own book sitting in the names it shares with NWF Advisory Services Inc.: 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.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

452 positions
#SecurityValueShares% PortLast moveHistory
1Micron Technology Inc
COM
$69.0M59.8K
6.5%
−18%
Reduced · −13K sh
2Select Sector SPDR TR
ST STR TECHN ETF
$51.0M267.5K
4.8%
−1.3%
Reduced · −4K sh
3Vanguard Index FDS
S&P 500 ETF SHS
$45.3M65.9K
4.3%
+0.5%
Added · +344 sh
4Berkshire Hathaway Inc Del
CL B NEW
$41.2M82.4K
3.9%
+6.1%
Added · +5K sh
5Apple Inc
COM
$34.8M120.4K
3.3%
−1.0%
Reduced · −1K sh
6Alphabet Inc
CAP STK CL C
$28.2M79.9K
2.7%
−0.2%
Reduced · −163 sh
7SPDR Series Trust
ST STR SP DIV
$28.0M183.9K
2.6%
+3.3%
Added · +6K sh
8Ishares TR
CORE S&P500 ETF
$21.0M28.1K
2.0%
+1.0%
Added · +268 sh
9Costco Wholesale Corporation
COM
$20.0M21.4K
1.9%
+0.6%
Added · +131 sh
10Ishares TR
CORE S&P TTL STK
$18.4M111.7K
1.7%
+0.4%
Added · +427 sh
11Amazon Com Inc
COM
$18.1M76.0K
1.7%
+0.2%
Added · +157 sh
12Vanguard World FD
MEGA GRWTH IND
$18.1M205.9K
1.7%
+421%
Added · +166K sh
13Nvidia Corporation
COM
$16.9M84.7K
1.6%
−2.4%
Reduced · −2K sh
14Vanguard Specialized Funds
DIV APP ETF
$16.8M70.9K
1.6%
+2.7%
Added · +2K sh
15Unitedhealth Group Inc
COM
$16.0M38.5K
1.5%
+1.3%
Added · +495 sh
16Vanguard Index FDS
GROWTH ETF
$15.0M174.4K
1.4%
+516%
Added · +146K sh
17Vanguard World FD
INF TECH ETF
$14.7M123.0K
1.4%
+738%
Added · +108K sh
18Visa Inc
COM CL A
$13.3M38.8K
1.3%
+3.0%
Added · +1K sh
19American Express Co
COM
$12.8M37.7K
1.2%
+1.1%
Added · +395 sh
20Occidental Pete Corp
COM
$12.4M255.5K
1.2%
+3.9%
Added · +10K sh
21Invesco QQQ TR
UNIT SER 1
$12.4M16.8K
1.2%
+1.9%
Added · +306 sh
22Alibaba Group Hldg Ltd
SPONSORED ADS
$11.9M124.3K
1.1%
+12%
Added · +13K sh
23Vanguard Index FDS
TOTAL STK MKT
$11.1M30.1K
1.0%
+15%
Added · +4K sh
24Bank Of Amer Corp
COM
$11.0M193.2K
1.0%
−1.8%
Reduced · −4K sh
25Markel Group Inc
COM
$10.5M5.4K
1.0%
+60%
Added · +2K sh
26Ishares TR
RUSSELL 2000 ETF
$10.2M33.9K
1.0%
+2.5%
Added · +816 sh
27Citigroup Inc
COM NEW
$9.7M69.3K
0.9%
−1.4%
Reduced · −1K sh
28Alpha Metallurgical Resour I
COM
$9.6M57.9K
0.9%
+47%
Added · +18K sh
29General MTRS Co
COM
$9.0M116.2K
0.8%
−2.2%
Reduced · −3K sh
30Amplify ETF TR
CEF HIGH INCOME
$8.2M714.1K
0.8%
+6.3%
Added · +42K sh
31Vanguard Intl Equity Index F
TT WRLD ST ETF
$8.2M52.2K
0.8%
+4.0%
Added · +2K sh
32J P Morgan Exchange Traded F
EQUITY PREMIUM
$8.1M144.3K
0.8%
−3.3%
Reduced · −5K sh
33State STR SPDR S&P 500 ETF T
TR UNIT
$8.1M10.9K
0.8%
+2.7%
Added · +290 sh
34Walmart Inc
COM
$7.8M69.3K
0.7%
+0.3%
Added · +223 sh
35Vaneck ETF Trust
SEMICONDUCTR ETF
$7.7M11.7K
0.7%
+9.2%
Added · +986 sh
36Warrior Met Coal Inc
COM
$7.6M93.4K
0.7%
+4.7%
Added · +4K sh
37Disney Walt Co
COM
$7.5M77.9K
0.7%
+6.3%
Added · +5K sh
38Goldman Sachs ETF TR
ACTIVEBETA US LG
$7.0M49.6K
0.7%
−2.0%
Reduced · −1K sh
39Microsoft Corp
COM
$7.0M18.8K
0.7%
−1.9%
Reduced · −359 sh
40Chubb Limited
COM
$7.0M20.6K
0.7%
+60%
Added · +8K sh
41Capital Group Growth ETF
SHS CREAT UNIT
$6.2M131.7K
0.6%
+21%
Added · +23K sh
42J P Morgan Exchange Traded F
NASDAQ EQT PREM
$6.0M98.2K
0.6%
+8.4%
Added · +8K sh
43Ishares TR
INTL SEL DIV ETF
$5.7M136.8K
0.5%
+2.9%
Added · +4K sh
44Capital Grp Fixed Incm ETF T
US MULTI-SECTOR
$5.5M202.5K
0.5%
+1.1%
Added · +2K sh
45JPMorgan Chase & Co
COM
$5.5M16.9K
0.5%
+0.9%
Added · +159 sh
46Ishares TR
MSCI EAFE ETF
$5.4M52.1K
0.5%
+24%
Added · +10K sh
47Select Sector SPDR TR
ST STR STAPL ETF
$5.4M64.5K
0.5%
+5.2%
Added · +3K sh
48Chevron Corporation
COM
$4.9M29.8K
0.5%
−0.3%
Reduced · −82 sh
49Tesla Inc
COM
$4.9M11.7K
0.5%
+1.6%
Added · +186 sh
50SPDR Gold TR
GOLD SHS
$4.8M13.1K
0.5%
~0%
Added · +6 sh
Showing 50 of 452 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$270K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishUNITEDHEALTH GROUP INCUNH$171K12
CALL · bullishALIBABA GROUP HOLDING-SP ADRBABA$74K36
CALL · bullishOCCIDENTAL PETROLEUM CORPOXY$17K18
CALL · bullishTRANSOCEAN LTDRIG$8K60

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$1.1B · Q2 2026Q1 2023 · $431.0MQ2 2026 · $1.1B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d456$1.1B13F-HR
Q1 2026Mar 31, 2026May 4, 202634d411$885.6M13F-HR
Q4 2025Dec 31, 2025Mar 3, 202662d409$904.9M13F-HR
Q3 2025Sep 30, 2025Oct 31, 202531d419$911.3M13F-HR
Q4 2023Dec 31, 2023Dec 8, 2025708d303$502.4M13F-HR
Q3 2023Sep 30, 2023Dec 8, 2025800d292$424.8M13F-HR
Q2 2023Jun 30, 2023Dec 8, 2025892d285$431.6M13F-HR
Q1 2023Mar 31, 2023Dec 8, 2025983d284$431.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.