Nordwand Advisors, LLC Portfolio Holdings

Nordwand Advisors, LLC

  • $631 Billion
  • Q3 2025

Nordwand Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $631 Billion distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $52B, Broadcom Inc. with a value of $28.8B, Vanguard Large Cap ETF with a value of $26.8B, Microsoft Corp with a value of $25.6B, and Oracle Corp with a value of $19.2B.

Examining the 13F form we can see an decrease of $6.95B in the current position value, from $637B to 631B.

Nordwand Advisors, LLC is based out at Radnor, PA

Below you can find more details about Nordwand Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $631 Billion
Technology: $139 Billion
Financial Services: $111 Billion
Industrials: $110 Billion
ETFs: $77.1 Billion
Healthcare: $57.6 Billion
Consumer Cyclical: $26.2 Billion
Energy: $18.9 Billion
Basic Materials: $13.2 Billion
Other: $39.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$512B
$795 Million 0.13% of portfolio
1,397
Q3 2025 Added 270.56%
$94.5B
$755 Million 0.12% of portfolio
2,214
Q2 2025 New
$118B
$785 Million 0.12% of portfolio
3,195
Q3 2025 Added 29.2%
$0
$732 Million 0.12% of portfolio
7,298
Q3 2025 Added 192.04%
$204B
$677 Million 0.11% of portfolio
4,823
Q3 2025 Reduced 46.13%
$0
$723 Million 0.11% of portfolio
3,350
Q3 2025 Added 68.34%
$8.09B
$680 Million 0.11% of portfolio
28,000
Q3 2025 New
$490B
$671 Million 0.11% of portfolio
5,955
Q3 2025 Added 3.78%
$20.1B
$680 Million 0.11% of portfolio
113,000
Q3 2025 Reduced 33.72%
$39.9B
$680 Million 0.11% of portfolio
6,551
Q2 2025 New
$16.4B
$635 Million 0.1% of portfolio
34,000
Q3 2025 New
Blackrock Inc
-
$652 Million 0.1% of portfolio
-
Q3 2025 New
$0
$660 Million 0.1% of portfolio
5,240
Q3 2025 Reduced 0.95%
Series Portfolios Tr
-
$606 Million 0.1% of portfolio
-
Q1 2024 New
$84B
$588 Million 0.09% of portfolio
3,056
Q3 2025 Added 9.46%
$0
$545 Million 0.09% of portfolio
7,325
Q2 2025 New
$84.9B
$539 Million 0.09% of portfolio
3,200
Q3 2025 New
$385M
$522 Million 0.08% of portfolio
36,635
Q3 2025 Reduced 5.73%
Oaktree Specialty Lending CO
-
$519 Million 0.08% of portfolio
-
Q3 2025 Reduced 29.36%
$123B
$496 Million 0.08% of portfolio
1,756
Q3 2025 Added 37.08%
$35.1B
$525 Million 0.08% of portfolio
4,220
Q2 2025 New
$9.71B
$528 Million 0.08% of portfolio
7,100
Q2 2025 New
$0
$446 Million 0.07% of portfolio
1,500
Q3 2025 Reduced 50.0%
$346B
$459 Million 0.07% of portfolio
2,988
Q3 2025 Reduced 4.02%
$57.9B
$376 Million 0.06% of portfolio
1,750
Q2 2025 New
$0
$400 Million 0.06% of portfolio
6,160
Q3 2025 Added 24.19%
$99.5B
$362 Million 0.06% of portfolio
8,020
Q2 2025 New
$237B
$391 Million 0.06% of portfolio
2,409
Q2 2025 Added 345.29%
Morgan Stanley Direct Lendin
-
$391 Million 0.06% of portfolio
-
Q2 2025 Reduced 21.96%
$98.6B
$286 Million 0.05% of portfolio
3,021
Q3 2025 Added 6.0%
$78.4B
$303 Million 0.05% of portfolio
2,274
Q2 2025 New
$404B
$286 Million 0.05% of portfolio
309
Q3 2025 Added 0.32%
$68.7B
$304 Million 0.05% of portfolio
3,645
Q3 2025 Reduced 69.86%
$96.9B
$343 Million 0.05% of portfolio
814
Q2 2025 New
$2.31B
$329 Million 0.05% of portfolio
2,500
Q2 2025 New
$177B
$294 Million 0.05% of portfolio
1,600
Q3 2025 New
$49.1B
$288 Million 0.05% of portfolio
240
Q4 2023 Added 140.0%
$0
$306 Million 0.05% of portfolio
3,215
Q3 2025 Added 74.73%
$0
$260 Million 0.04% of portfolio
2,579
Q2 2025 New
$113B
$247 Million 0.04% of portfolio
2,615
Q2 2025 New
$75.4B
$280 Million 0.04% of portfolio
2,133
Q3 2025 Reduced 7.58%
$237B
$268 Million 0.04% of portfolio
1,129
Q3 2025 Reduced 47.68%
$0
$262 Million 0.04% of portfolio
10,200
Q2 2025 New
$1.29T
$271 Million 0.04% of portfolio
610
Q3 2025 New
$182B
$281 Million 0.04% of portfolio
411
Q3 2025 Added 43.71%
$0
$230 Million 0.04% of portfolio
1,180
Q3 2025 Reduced 9.79%
$96.4B
$217 Million 0.03% of portfolio
1,755
Q3 2025 New
$0
$216 Million 0.03% of portfolio
1,790
Q3 2025 Reduced 23.5%
$0
$204 Million 0.03% of portfolio
342
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $631 Billion
  • Prior Value $637 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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