Nvwm, LLC 13F Holdings · Q2 2026
Nvwm, LLC reported 770 securities worth $496.31M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (4.33%), NVDA (3.42%), GOOGL (3.30%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $21.5M | 4.33% | 74,328 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION COM | $17.0M | 3.42% | 84,899 | Added |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $16.4M | 3.30% | 45,860 | Added |
| 4 | AMZN | AMAZON COM INC COM | $16.2M | 3.27% | 68,125 | Trimmed |
| 5 | MSFT | MICROSOFT CORP COM | $15.5M | 3.12% | 41,550 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC COM | $9.8M | 1.97% | 16,815 | Trimmed |
| 7 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $9.3M | 1.88% | 185,611 | Added |
| 8 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $8.9M | 1.79% | 176,553 | Trimmed |
| 9 | AMAT | APPLIED MATLS INC COM | $8.8M | 1.78% | 12,192 | Trimmed |
| 10 | LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $8.8M | 1.77% | 80,628 | Added |
| 11 | GLD | SPDR GOLD SHARES | $8.5M | 1.72% | 23,201 | Trimmed |
| 12 | AVGO | BROADCOM INC COM | $8.2M | 1.65% | 21,743 | Trimmed |
| 13 | PANW | PALO ALTO NETWORKS INC COM | $7.5M | 1.51% | 21,934 | Trimmed |
| 14 | IWM | ISHARES RUSSELL 2000 ETF | $7.2M | 1.46% | 24,049 | Trimmed |
| 15 | META | META PLATFORMS INC CL A | $7.0M | 1.41% | 12,466 | Added |
| 16 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $7.0M | 1.41% | 79,364 | Added |
| 17 | GEV | GE VERNOVA INC COM | $6.7M | 1.36% | 5,735 | Added |
| 18 | VUSB | VANGUARD ULTRA-SHORT BOND ETF | $6.7M | 1.36% | 135,343 | Trimmed |
| 19 | HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $6.2M | 1.25% | 211,066 | Trimmed |
| 20 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $5.9M | 1.20% | 37,469 | Trimmed |
| 21 | EFA | ISHARES MSCI EAFE ETF | $5.3M | 1.07% | 50,991 | Added |
| 22 | JPM | JPMORGAN CHASE & CO COM | $4.8M | 0.97% | 14,687 | Trimmed |
| 23 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $4.7M | 0.94% | 67,973 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION COM | $4.6M | 0.92% | 4,876 | Added |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.5M | 0.90% | 8,917 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR