NWM ADVISORS, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 21 total holdings, managed by Chief Compliance Officer Kevin Nichols, who resides in San Luis Obispo, California.
The portfolio is heavily weighted toward technology and exchange-traded funds (ETFs). The largest individual stock holding is Apple Inc., for which the firm holds 16,695 shares. Berkshire Hathaway Inc. is the second-largest holding, with 21,599 shares. Other notable individual stock positions include Microsoft Corporation (11,219 shares), NVIDIA Corporation (22,390 shares), and Visa Inc. Class A (13,610 shares).
A significant portion of the portfolio is allocated to ETFs. The firm holds shares of the Schwab Strategic Trust U.S. Small Cap ETF (210,165 shares), the Vanguard Index Funds Morningstar Mid Cap ETF (109,698 shares), and the Vanguard Index Funds S&P 500 ETF Shares (53,725 shares). Other ETFs listed include the ProShares Trust S&P 500 Dividend Aristocrats (4,291 shares), the Vanguard World Fund Information Technology ETF (30,800 shares), and the Alger ETF Trust AI Enablers (75,293 shares).
Other disclosed holdings include United Parcel Service Inc. Class B (15,718 shares), JPMorgan Chase & Co. (14,958 shares), and Caterpillar Inc. (401 shares). The filing also lists several other ETFs, including the First Trust Exchange-Traded Fund (18,419 and 19,618 shares), the Select Sector SPDR Trust (5,060 shares), and the State Street SPDR S&P 500 ETF Trust (3,522 shares).
