Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NDWM LLC (CIK 1818386) reported $154.2M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($42.4M, 27.48%), RSP ($13.3M, 8.64%), AGG ($11.8M, 7.67%), BILS ($11.1M, 7.23%), GLD ($9.3M, 6.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $42.4M | 27.48% | 64,866 | Trimmed |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $13.3M | 8.64% | 69,422 | Added |
| 3 | AGG | ISHARES TR | $11.8M | 7.67% | 119,130 | Added |
| 4 | BILS | SPDR SERIES TRUST | $11.1M | 7.23% | 112,096 | Trimmed |
| 5 | GLD | SPDR GOLD TR | $9.3M | 6.03% | 21,594 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $7.2M | 4.69% | 11,118 | Trimmed |
| 7 | SLQD | ISHARES TR | $6.5M | 4.21% | 128,722 | Added |
| 8 | CMF | ISHARES TR | $5.2M | 3.34% | 90,580 | Added |
| 9 | BIL | SPDR SERIES TRUST | $4.3M | 2.80% | 47,203 | Trimmed |
| 10 | CALI | BLACKROCK ETF TRUST II | $4.2M | 2.74% | 83,830 | Added |
| 11 | EEM | ISHARES TR | $4.2M | 2.70% | 73,283 | Added |
| 12 | VTEC | VANGUARD CALIF TAX FREE FDS | $4.1M | 2.69% | 41,802 | Added |
| 13 | ACWX | ISHARES TR | $4.1M | 2.68% | 60,300 | New |
| 14 | IWM | ISHARES TR | $3.6M | 2.33% | 14,480 | New |
| 15 | VLUE | ISHARES TR | $3.6M | 2.33% | 25,280 | New |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.54% | 4,969 | Trimmed |
| 17 | MUB | ISHARES TR | $2.1M | 1.37% | 19,929 | Added |
| 18 | SUB | ISHARES TR | $2.1M | 1.36% | 19,663 | Added |
| 19 | XLK | SELECT SECTOR SPDR TR | $1.9M | 1.25% | 14,466 | Trimmed |
| 20 | SHY | ISHARES TR | $1.2M | 0.81% | 15,107 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR | $1.2M | 0.77% | 2,056 | Trimmed |
| 22 | TSLA | TESLA INC | $1.2M | 0.76% | 3,138 | Trimmed |
| 23 | SHYG | ISHARES TR | $1.1M | 0.70% | 25,691 | Added |
| 24 | NOW | SERVICENOW INC | $1.1M | 0.69% | 10,104 | Trimmed |
| 25 | AAPL | APPLE INC | $898,940 | 0.58% | 6,532 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31