Institutional Fund
Nvwm, LLC
Yardley, PACIK 16972745 filings on record
Portfolio Value
$449.23M
Q1 2026
Holdings
745
Reported positions
New Buys
60
Opened this quarter
QoQ Change
-2.3%
from $459.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.2%
- Microsoft Corp3.4%
- Nvidia Corporation3.3%
- Amazon Com Inc3.2%
- Spdr Gold Tr2.6%
- Alphabet Inc2.6%
- Other80.8%
Portfolio Holdings
745 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 74.5K | $18.91M | 4.2% | +12.3K | Added |
| 2 | Microsoft Corp | 40.7K | $15.07M | 3.4% | +1.2K | Added |
| 3 | Nvidia Corporation | 84.7K | $14.77M | 3.3% | +5.4K | Added |
| 4 | Amazon Com Inc | 68.1K | $14.19M | 3.2% | +1.4K | Added |
| 5 | Spdr Gold Tr | 26.9K | $11.60M | 2.6% | −27 | Reduced |
| 6 | Alphabet Inc | 40.0K | $11.50M | 2.6% | +3.5K | Added |
| 7 | Wisdomtree Tr | 199.8K | $10.06M | 2.2% | −7.5K | Reduced |
| 8 | Vanguard Malvern Fds | 179.2K | $8.95M | 2.0% | −20.7K | Reduced |
| 9 | Vanguard Bd Index Fds | 165.0K | $8.21M | 1.8% | +7.6K | Added |
| 10 | Ishares Tr | 75.1K | $8.18M | 1.8% | −1.6K | Reduced |
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