NWF Advisory Services Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 439 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and mutual funds, with a significant number of positions held by major asset management firms such as BlackRock, Capital Group, and First Trust. Specific individual stock holdings include Apple Inc., with 111,983 shares, and Berkshire Hathaway Inc. Class B, with 82,591 shares.
Among the top individual stock positions are Costco Wholesale Corporation, with 21,496 shares, and Chevron Corporation, with 27,113 shares. The filing also includes various positions in healthcare, technology, and energy sectors, as well as several ETFs focused on dividend income, global dynamics, and infrastructure.
