Institutional Fund
Nwm Advisors, LLC
San Luis Obispo, CACIK 20988242 filings on record
Portfolio Value
$109.78M
Q1 2026
Holdings
23
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-4.5%
from $114.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds29.7%
- Vanguard Admiral Fds Inc11.6%
- Berkshire Hathaway Inc Del8.8%
- Vanguard Index Fds5.4%
- Schwab Strategic Tr5.2%
- Apple Inc4.3%
- Other34.9%
Portfolio Holdings
23 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 54.6K | $32.61M | 29.7% | +3.7K | Added |
| 2 | Vanguard Admiral Fds Inc | 111.1K | $12.70M | 11.6% | −1.8K | Reduced |
| 3 | Berkshire Hathaway Inc Del | 20.2K | $9.69M | 8.8% | +659 | Added |
| 4 | Vanguard Index Fds | 20.8K | $5.96M | 5.4% | +11.3K | Added |
| 5 | Schwab Strategic Tr | 196.5K | $5.71M | 5.2% | +14.7K | Added |
| 6 | Apple Inc | 18.8K | $4.76M | 4.3% | −266 | Reduced |
| 7 | Jpmorgan Chase & Co. | 15.0K | $4.41M | 4.0% | −705 | Reduced |
| 8 | Nvidia Corporation | 24.5K | $4.27M | 3.9% | −583 | Reduced |
| 9 | First Tr Exchange-Traded Fd | 19.7K | $4.26M | 3.9% | −742 | Reduced |
| 10 | Visa Inc | 13.1K | $3.96M | 3.6% | +85 | Added |
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