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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$228B
$1.51 Billion 0.17% of portfolio
11,288
Q4 2023 Added 23.98%
$0
$1.57 Billion 0.17% of portfolio
39,688
Q4 2023 Reduced 5.5%
$405B
$1.42 Billion 0.16% of portfolio
1,464
Q4 2023 Added 7.04%
$512B
$1.5 Billion 0.16% of portfolio
2,630
Q4 2023 Added 2.47%
$5.27B
$1.33 Billion 0.15% of portfolio
103,873
Q4 2023 Added 4.49%
$0
$1.39 Billion 0.15% of portfolio
156,250
Q3 2025 Reduced 0.32%
$172B
$1.33 Billion 0.15% of portfolio
30,184
Q4 2023 Reduced 45.24%
$490B
$1.28 Billion 0.14% of portfolio
11,333
Q4 2023 Added 1.08%
$235B
$1.27 Billion 0.14% of portfolio
15,118
Q4 2023 Added 14.87%
$0
$1.16 Billion 0.13% of portfolio
203,400
Q1 2023 Reduced 7.23%
$388B
$1.06 Billion 0.12% of portfolio
6,577
Q4 2023 Reduced 67.78%
$0
$1.08 Billion 0.12% of portfolio
43,694
Q3 2023 Reduced 2.57%
$21.2B
$1.09 Billion 0.12% of portfolio
2,004
Q1 2023 Added 7.49%
$328B
$995 Million 0.11% of portfolio
3,308
Q4 2023 Reduced 46.22%
$114B
$1.02 Billion 0.11% of portfolio
4,729
Q4 2023 Added 9.09%
$0
$1.02 Billion 0.11% of portfolio
81,634
Q4 2023 Added 12.27%
-
$870 Million 0.1% of portfolio
-
Q3 2025 New
$0
$921 Million 0.1% of portfolio
71,993
Q3 2023 Reduced 1.74%
$291B
$868 Million 0.1% of portfolio
1,819
Q3 2025 Reduced 9.19%
$0
$904 Million 0.1% of portfolio
56,052
Q4 2023 Added 8.02%
$0
$935 Million 0.1% of portfolio
92,150
Q4 2023 Reduced 3.31%
$0
$804 Million 0.09% of portfolio
107,250
Q3 2023 Reduced 0.86%
$141B
$856 Million 0.09% of portfolio
33,584
Q4 2023 Added 6.85%
$593B
$803 Million 0.09% of portfolio
2,855
Q3 2025 Added 9.98%
$0
$759 Million 0.08% of portfolio
47,766
Q4 2023 Added 0.26%
$132B
$761 Million 0.08% of portfolio
3,617
Q4 2023 Reduced 0.77%
$266B
$740 Million 0.08% of portfolio
2,623
Q4 2023 Added 4.81%
$0
$743 Million 0.08% of portfolio
81,625
Q4 2023 Reduced 0.18%
$0
$684 Million 0.08% of portfolio
57,027
Q4 2023 Reduced 2.41%
$0
$763 Million 0.08% of portfolio
80,700
Q4 2023 Reduced 3.41%
$0
$774 Million 0.08% of portfolio
40,134
Q4 2023 Reduced 2.15%
$96.4B
$742 Million 0.08% of portfolio
5,996
Q3 2025 Reduced 4.42%
$204B
$733 Million 0.08% of portfolio
5,221
Q4 2023 Added 99.8%
$319B
$687 Million 0.08% of portfolio
10,048
Q4 2023 Added 7.89%
$181B
$618 Million 0.07% of portfolio
21,868
Q4 2023 Added 8.84%
$0
$656 Million 0.07% of portfolio
50,310
Q1 2023 Reduced 2.01%
$0
$668 Million 0.07% of portfolio
67,250
Q4 2023 Reduced 22.97%
$23.5B
$680 Million 0.07% of portfolio
1,160
Q4 2024 New
$0
$626 Million 0.07% of portfolio
28,260
Q4 2023 Reduced 13.48%
$72.7B
$605 Million 0.07% of portfolio
459
Q3 2025 Added 77.91%
$0
$633 Million 0.07% of portfolio
43,865
Q4 2023 Added 2.29%
$0
$647 Million 0.07% of portfolio
111,581
Q4 2023 Reduced 0.13%
$0
$617 Million 0.07% of portfolio
104,100
Q1 2023 Reduced 3.46%
$168B
$653 Million 0.07% of portfolio
8,651
Q4 2023 Reduced 9.95%
$346B
$617 Million 0.07% of portfolio
4,014
Q4 2023 Added 14.56%
$25.3B
$663 Million 0.07% of portfolio
7,916
Q4 2023 Added 0.56%
$0
$681 Million 0.07% of portfolio
65,565
Q4 2023 Added 10.34%
$277B
$542 Million 0.06% of portfolio
7,071
Q3 2025 Reduced 18.52%
$140B
$548 Million 0.06% of portfolio
2,180
Q4 2023 Added 1.58%

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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