Nwf Advisory Services Inc. Portfolio Holdings

Nwf Advisory Services Inc.

  • $911 Billion
  • Q3 2025

Nwf Advisory Services Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $911 Billion distributed in 419 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $42.2B, Berkshire Hathaway Inc Class B with a value of $39.5B, Technology Sector Spdr with a value of $39.2B, Apple Inc. with a value of $32.9B, and Spdr Series Tr Spdr S&P Divide with a value of $26.1B.

Examining the 13F form we can see an increase of $72.8B in the current position value, from $839B to 911B.

Nwf Advisory Services Inc. is based out at Los Angeles, CA

Below you can find more details about Nwf Advisory Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $911 Billion
ETFs: $427 Billion
Financial Services: $159 Billion
Technology: $96.1 Billion
Consumer Cyclical: $56.3 Billion
Communication Services: $39 Billion
Consumer Defensive: $33.1 Billion
Healthcare: $19.2 Billion
Energy: $18.4 Billion
Other: $28.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.2 Billion 4.63% of portfolio
68,901
Q4 2023 Added 6.15%
$662B
$39.5 Billion 4.34% of portfolio
78,644
Q4 2023 Added 3.01%
$0
$39.2 Billion 4.3% of portfolio
138,918
Q4 2023 Added 3.36%
$4.3T
$32.9 Billion 3.61% of portfolio
129,225
Q4 2023 Added 1.04%
$0
$26.1 Billion 2.86% of portfolio
186,117
Q4 2023 Added 0.67%
$418B
$20.2 Billion 2.22% of portfolio
113,217
Q4 2023 Added 9.95%
$1.74T
$20.1 Billion 2.21% of portfolio
82,635
Q4 2023 Added 3.22%
$404B
$20 Billion 2.19% of portfolio
21,597
Q4 2023 Added 3.78%
$0
$18.7 Billion 2.06% of portfolio
28,005
Q4 2023 Added 2.24%
$2.39T
$16.8 Billion 1.84% of portfolio
76,428
Q4 2023 Added 7.63%
$268B
$16.6 Billion 1.83% of portfolio
99,424
Q4 2023 Reduced 1.04%
$465B
$16.7 Billion 1.83% of portfolio
89,552
Q4 2023 Added 109.42%
$0
$16.2 Billion 1.78% of portfolio
111,103
Q4 2023 Added 9.26%
$0
$16.1 Billion 1.77% of portfolio
40,005
Q4 2023 Added 205.05%
$0
$15.3 Billion 1.68% of portfolio
70,760
Q4 2023 Added 17.05%
$0
$13.6 Billion 1.49% of portfolio
28,369
Q4 2023 Added 20.73%
$255B
$12.4 Billion 1.36% of portfolio
37,222
Q4 2023 Added 6.09%
$413B
$11.6 Billion 1.28% of portfolio
225,804
Q4 2023 Added 4.07%
$0
$11.2 Billion 1.23% of portfolio
15,006
Q4 2023 Added 1.43%
$190B
$10.9 Billion 1.19% of portfolio
107,002
Q4 2023 Added 1.21%
$0
$10.5 Billion 1.15% of portfolio
43,211
Q4 2023 Added 20.15%
$0
$10.4 Billion 1.14% of portfolio
17,282
Q4 2023 Reduced 17.91%
$0
$10.1 Billion 1.11% of portfolio
177,124
Q4 2023 Added 28.71%
$3.78T
$9.95 Billion 1.09% of portfolio
19,213
Q4 2023 Added 23.14%
$39.8B
$9.87 Billion 1.08% of portfolio
208,845
Q4 2023 Added 21.37%
$100B
$8.5 Billion 0.93% of portfolio
139,333
Q4 2023 Reduced 3.92%
$0
$8.38 Billion 0.92% of portfolio
25,530
Q4 2023 Added 49.18%
$0
$7.87 Billion 0.86% of portfolio
11,814
Q4 2023 Added 9.15%
$0
$7.73 Billion 0.85% of portfolio
211,383
Q4 2023 Reduced 2.57%
$193B
$7.47 Billion 0.82% of portfolio
65,269
Q4 2023 Added 6.44%
$279B
$7.34 Billion 0.81% of portfolio
71,229
Q4 2023 Added 2.31%
$0
$7.21 Billion 0.79% of portfolio
610,595
Q4 2023 Added 152.33%
$0
$6.92 Billion 0.76% of portfolio
53,128
Q4 2023 Added 3.59%
$0
$6.89 Billion 0.76% of portfolio
50,031
Q4 2023 Added 0.3%
$2.76B
$6.72 Billion 0.74% of portfolio
40,933
Q4 2023 Reduced 98.47%
$130B
$5.96 Billion 0.65% of portfolio
16,776
Q4 2023 Added 8.02%
$27.9B
$5.85 Billion 0.64% of portfolio
3,063
Q4 2023 Added 46.12%
$0
$5.57 Billion 0.61% of portfolio
96,801
Q4 2023 Added 20.23%
-
$5.47 Billion 0.6% of portfolio
-
Q3 2025 Added 11.42%
$881B
$5.47 Billion 0.6% of portfolio
17,331
Q4 2023 Added 4.07%
$4.07B
$5.41 Billion 0.59% of portfolio
84,970
Q3 2025 Added 9.43%
$0
$5.3 Billion 0.58% of portfolio
67,630
Q4 2023 Added 4.27%
$1.29T
$5.23 Billion 0.57% of portfolio
11,771
Q4 2023 Added 11.42%
$342B
$4.82 Billion 0.53% of portfolio
26,409
Q4 2023 Reduced 59.51%
$0
$4.72 Billion 0.52% of portfolio
45,137
Q3 2025 Added 16.55%
-
$4.67 Billion 0.51% of portfolio
-
Q3 2025 Reduced 0.78%
$300B
$4.49 Billion 0.49% of portfolio
13,011
Q4 2023 Added 3.02%
$0
$4.32 Billion 0.47% of portfolio
253,785
Q4 2023 Added 4.25%
$0
$4.08 Billion 0.45% of portfolio
122,110
Q4 2023 Added 24.37%

Summary

  • Portfolio
  • No. of Stocks 419
  • Current Value $911 Billion
  • Prior Value $839 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 146 stocks
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