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.
NWF Advisory Services Inc. (CIK 2045735) reported $885.6M across 401 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($39.2M, 4.43%), BRK/B ($37.2M, 4.20%), XLK ($36.0M, 4.07%), AAPL ($30.9M, 3.49%), SDY ($26.0M, 2.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $39.2M | 4.43% | 65,595 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.2M | 4.20% | 77,674 | Trimmed |
| 3 | XLK | SELECT SECTOR SPDR TR | $36.0M | 4.07% | 271,041 | Added |
| 4 | AAPL | APPLE INC | $30.9M | 3.49% | 121,668 | Trimmed |
| 5 | SDY | SPDR SERIES TRUST | $26.0M | 2.93% | 178,029 | Trimmed |
| 6 | MU | MICRON TECHNOLOGY INC | $24.5M | 2.77% | 72,608 | Trimmed |
| 7 | GOOG | ALPHABET INC | $23.0M | 2.59% | 80,103 | Trimmed |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $21.2M | 2.39% | 21,267 | Trimmed |
| 9 | IVV | ISHARES TR | $18.2M | 2.05% | 27,797 | Added |
| 10 | OXY | OCCIDENTAL PETE CORP | $16.0M | 1.81% | 245,976 | Added |
| 11 | ITOT | ISHARES TR | $15.9M | 1.79% | 111,291 | Added |
| 12 | AMZN | AMAZON COM INC | $15.8M | 1.78% | 75,806 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $15.1M | 1.71% | 86,782 | Trimmed |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $14.8M | 1.68% | 68,983 | Added |
| 15 | MGK | VANGUARD WORLD FD | $14.5M | 1.64% | 39,481 | Added |
| 16 | BABA | ALIBABA GROUP HLDG LTD | $14.0M | 1.58% | 111,221 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $12.4M | 1.40% | 28,332 | Added |
| 18 | V | VISA INC | $11.4M | 1.28% | 37,635 | Added |
| 19 | AXP | AMERICAN EXPRESS CO | $11.3M | 1.28% | 37,336 | Added |
| 20 | UNH | UNITEDHEALTH GROUP INC | $10.3M | 1.17% | 38,054 | Added |
| 21 | VGT | VANGUARD WORLD FD | $10.2M | 1.16% | 14,681 | Added |
| 22 | QQQ | INVESCO QQQ TR | $9.5M | 1.08% | 16,527 | Trimmed |
| 23 | BAC | BANK AMERICA CORP | $9.6M | 1.08% | 196,788 | Trimmed |
| 24 | GM | GENERAL MTRS CO | $8.9M | 1.00% | 118,892 | Trimmed |
| 25 | WMT | WALMART INC | $8.6M | 0.97% | 69,051 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31