NWM ADVISORS, LLC

Est. AUM

$109.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$32.6M	54567	29.70%	SOLE
2	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$12.7M	111130	11.57%	SOLE
3	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.7M	20220	8.83%	SOLE
4	VANGUARD INDEX FDS	MID CAP ETF	$6.0M	20750	5.43%	SOLE
5	SCHWAB STRATEGIC TR	US SML CAP ETF	$5.7M	196478	5.20%	SOLE
6	APPLE INC	COM	$4.8M	18774	4.34%	SOLE
7	JPMORGAN CHASE & CO	COM	$4.4M	15005	4.02%	SOLE
8	NVIDIA CORPORATION	COM	$4.3M	24465	3.89%	SOLE
9	FIRST TR EXCHANGE-TRADED FD	SHS	$4.3M	19739	3.88%	SOLE
10	VISA INC	COM CL A	$4.0M	13096	3.61%	SOLE
11	MICROSOFT CORP	COM	$3.7M	9908	3.34%	SOLE
12	THE ALGER ETF TRUST	RUSSELL INNOVATI	$3.2M	173108	2.95%	SOLE
13	VANGUARD WORLD FD	INF TECH ETF	$2.7M	3827	2.43%	SOLE
14	THE ALGER ETF TRUST	AI ENABLERS ADOP	$2.4M	73895	2.22%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.4M	3631	2.15%	SOLE
16	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$2.3M	30497	2.09%	SOLE
17	UNITED PARCEL SVCS INC	CL B	$1.5M	15718	1.41%	SOLE
18	PALANTIR TECHNOLOGIES INC	CL A	$1.2M	8101	1.08%	SOLE
19	FIRST TR EXCHANGE-TRADED FD	SHS	$826K	16250	0.75%	SOLE
20	COSTCO WHOLESALE CORPORATION	COM	$392K	393	0.36%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET ENE	$310K	5060	0.28%	SOLE
22	CATERPILLAR INC	COM	$284K	401	0.26%	SOLE
23	PROSHARES TR	S&P 500 DV ARIST	$230K	2172	0.21%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.