NWM ADVISORS, LLC
CIK
2098824
Location
SAN LUIS OBISPO, CA
Portfolio Value
Micro
$36,528,844
Diversification
Diversified
Filing Date
Global Rank
#6,850
/ 8,232
▲ 41
Top Industry
Insurance - Diversified
28.4%
3Y Alpha vs SPY
-16.8%
Period ended 2 months ago
Filed May 13, 2026 · 32d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+4.3%
SPY
+9.1%
Annualised alpha
-16.8%
Max drawdown
−8.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.5%
+3.9 pts
Top 5
74.2%
+6.6 pts
Top 10
99.2%
+2.5 pts
HHI
1,446
Diversified+218
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 49.4% | $18,061,429 |
| Technology | 38.0% | $13,884,007 |
| Unclassified | 6.5% | $2,361,384 |
| Industrials | 5.0% | $1,830,428 |
| Consumer Defensive | 1.1% | $391,596 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | +1,681 | 8,101 | $1,185,014 | |
| BRK-B | Berkshire Hathaway Inc | +659 | 20,220 | $9,689,424 | |
| MSFT | Microsoft Corp | +638 | 9,908 | $3,667,644 | |
| V | Visa Inc. | +85 | 13,096 | $3,958,135 | |
| SPY | Spdr S&P 500 ETF Trust | +85 | 3,631 | $2,361,384 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UPS | United Parcel Service Inc | −1,634 | 15,718 | $1,546,336 | |
| JPM | Jpmorgan Chase & Co | −705 | 15,005 | $4,413,870 | |
| NVDA | Nvidia Corp | −583 | 24,465 | $4,266,696 | |
| AAPL | Apple Inc. | −266 | 18,774 | $4,764,653 | |
| COST | Costco Wholesale Corp /New | −136 | 393 | $391,596 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
11 positions ·
$36,528,844 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 20,220 | $9,689,424 | 26.53% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 18,774 | $4,764,653 | 13.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 15,005 | $4,413,870 | 12.08% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 24,465 | $4,266,696 | 11.68% | |
| V |
Visa Inc.
Financial Services
|
Added | 13,096 | $3,958,135 | 10.84% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 9,908 | $3,667,644 | 10.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,631 | $2,361,384 | 6.46% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 15,718 | $1,546,336 | 4.23% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 8,101 | $1,185,014 | 3.24% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 393 | $391,596 | 1.07% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 401 | $284,092 | 0.78% |