NWM Advisors, LLC holds a concentrated book of 23 stocks worth $127.0M as of Q3 2026 (disclosed Aug 28, 2026, a ~0-day 13F lag). This quarter they opened Community West Bancshares. Their largest long position is Vanguard S&P 500 ETF at 29% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% 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.
Other tracked managers holding the same core names as NWM Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 25 / 23 | $252.5B |
| WELLS FARGO & COMPANY/MN | 25 / 23 | $76.1B |
| HighTower Advisors, LLC | 25 / 23 | $14.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 25 / 23 | $9.6B |
| OSAIC HOLDINGS, INC. | 25 / 23 | $9.0B |
| Integrated Wealth Concepts LLC | 25 / 23 | $1.9B |
| MORGAN STANLEY | 24 / 23 | $292.6B |
| ROYAL BANK OF CANADA | 24 / 23 | $80.0B |
Ranked by how many of NWM Advisors, LLC's top 23 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $37.1M | 54.0K | 29.2% | —Held | |
| 2 | Vanguard Admiral FDS Inc MIDCP 400 IDX | $15.8M | 121.5K | 12.5% | —Held | |
| 3 | Berkshire Hathaway Inc Del CL B NEW | $10.6M | 21.1K | 8.3% | —Held | |
| 4 | Vanguard Index FDS MID CAP ETF | $7.8M | 97.0K | 6.2% | —Held | |
| 5 | Schwab Strategic TR US SML CAP ETF | $7.5M | 207.6K | 5.9% | —Held | |
| 6 | First TR Exchange-Traded FD SHS | $6.5M | 19.5K | 5.1% | —Held | |
| 7 | Apple Inc COM | $5.3M | 18.2K | 4.2% | —Held | |
| 8 | JPMorgan Chase & Co COM | $5.0M | 15.3K | 3.9% | —Held | |
| 9 | Visa Inc COM CL A | $4.7M | 13.8K | 3.7% | —Held | |
| 10 | Nvidia Corporation COM | $4.5M | 22.6K | 3.6% | —Held | |
| 11 | Microsoft Corp COM | $3.9M | 10.6K | 3.1% | —Held | |
| 12 | Vanguard World FD INF TECH ETF | $3.7M | 31.1K | 2.9% | —Held | |
| 13 | The Alger ETF Trust AI ENABLERS ADOP | $3.6M | 79.3K | 2.8% | —Held | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $2.7M | 3.6K | 2.1% | —Held | |
| 15 | Vanguard Mun BD FDS CORE TAX EXEMPT | $2.3M | 30.6K | 1.8% | —Held | |
| 16 | United Parcel Svcs Inc CL B | $1.7M | 15.7K | 1.3% | —Held | |
| 17 | The Alger ETF Trust RUSSE INNOV ETF | $1.7M | 77.9K | 1.3% | —Held | |
| 18 | First TR Exchange-Traded FD SHS | $893K | 18.4K | 0.7% | —Held | |
| 19 | Caterpillar Inc COM | $427K | 401 | 0.3% | —Held | |
| 20 | Costco Wholesale Corporation COM | $307K | 328 | 0.2% | —Held | |
| 21 | Crowdstrike Hldgs Inc CL A | $302K | 396 | 0.2% | —Held | |
| 22 | Select Sector SPDR TR ST STR ENERG ETF | $269K | 5.1K | 0.2% | —Held | |
| 23 | Proshares TR S&P 500 DV ARIST | $244K | 4.3K | 0.2% | —Held |
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/2098824/holdings"
Use Arkolith to show NWM 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.