NWM Advisors, LLC reported 10 positions worth $36.77M for the quarter ended Jun 30, 2026, up 7.6% on the prior quarter. It opened 1 new position, added to 4, trimmed 3 and exited 1. Its largest holding is Berkshire Hathaway Inc at 28.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | +1,584 | $302.20K | 0.822% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PLTR Palantir Technologies Inc. | -8,101 | $1.19M | 3.47% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 21.1K | $10.55M | 28.7% | +872 | +4.3% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 18.2K | $5.28M | 14.36% | -527 | -2.8% | Reduced | 0% |
| 3 | JPM Jpmorgan Chase & Co | Financial Services | 15.3K | $5.00M | 13.58% | +255 | +1.7% | Added | 0% |
| 4 | V Visa Inc. | Financial Services | 13.8K | $4.74M | 12.9% | +725 | +5.5% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 22.6K | $4.52M | 12.3% | -1,859 | -7.6% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 10.6K | $3.95M | 10.74% | +680 | +6.9% | Added | 0% |
| 7 | UPS United Parcel Service Inc | Industrials | 15.7K | $1.69M | 4.6% | 0 | 0.0% | Unchanged | 0% |
| 8 | CAT Caterpillar Inc | Industrials | 401 | $427.03K | 1.16% | 0 | 0.0% | Unchanged | 0% |
| 9 | COST Costco Wholesale Corp | Consumer Staples | 328 | $306.83K | 0.834% | -65 | -16.5% | Reduced | 0% |
| 10 | CRWD CrowdStrike Holdings, Inc. | Technology | 1,584 | $302.20K | 0.822% | +1,584 | – | New | 0% |
Tip. Select a row to see that position’s full history at Nwm Advisors.
As of its Q2 2026 13F filing, NWM Advisors, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 28.7%, Apple Inc. (AAPL) at 14.4%, Jpmorgan Chase & Co (JPM) at 13.6%, Visa Inc. (V) at 12.9%, Nvidia Corp (NVDA) at 12.3% of the reported portfolio.
NWM Advisors, LLC reported a 13F portfolio worth $36.77M across 10 positions for Q2 2026. That is up 7.6% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($436.34K), CrowdStrike Holdings, Inc. ($302.20K), Microsoft Corp ($253.65K). It opened 1 new positions.
Its largest sales by value were Palantir Technologies Inc. ($1.19M), Nvidia Corp ($371.97K), Apple Inc. ($152.50K). It exited 1 positions entirely.
From the Form 13F-HR reports NWM Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.