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
$662B
$39.5 Billion 4.34% of portfolio
78,644
Q4 2023 Added 3.01%
$4.3T
$32.9 Billion 3.61% of portfolio
129,225
Q4 2023 Added 1.04%
$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%
$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%
$533B
$12.4 Billion 1.36% of portfolio
36,336
Q4 2023 Added 0.48%
$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%
$190B
$10.9 Billion 1.19% of portfolio
107,002
Q4 2023 Added 1.21%
$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%
$193B
$7.47 Billion 0.82% of portfolio
65,269
Q4 2023 Added 6.44%
$2.76B
$6.72 Billion 0.74% of portfolio
40,933
Q4 2023 Reduced 98.47%
$27.9B
$5.85 Billion 0.64% of portfolio
3,063
Q4 2023 Added 46.12%
-
$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%
$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%
-
$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%
$1.37T
$4.05 Billion 0.44% of portfolio
5,509
Q4 2023 Added 16.63%
$0
$4.01 Billion 0.44% of portfolio
324,525
Q4 2023 Added 22.21%
$303B
$3.89 Billion 0.43% of portfolio
25,042
Q4 2023 Added 77.28%
$139B
$3.47 Billion 0.38% of portfolio
10,525
Q3 2025 Added 76.3%
$306B
$3.37 Billion 0.37% of portfolio
50,824
Q4 2023 Added 12.59%
$0
$3.4 Billion 0.37% of portfolio
82,265
Q4 2023 Added 22.5%
$6B
$3.15 Billion 0.35% of portfolio
45,813
Q3 2025 Added 1.12%
$1.65T
$3.1 Billion 0.34% of portfolio
12,747
Q4 2023 Added 26.42%
$367B
$2.98 Billion 0.33% of portfolio
7,345
Q4 2023 Added 1.79%
$317B
$3.05 Billion 0.33% of portfolio
36,392
Q4 2023 Reduced 2.33%
$414B
$3 Billion 0.33% of portfolio
12,968
Q4 2023 Reduced 22.31%
$0
$2.65 Billion 0.29% of portfolio
291,581
Q4 2023 Reduced 2.7%
$0
$2.57 Billion 0.28% of portfolio
138,988
Q4 2023 Reduced 31.08%
$279B
$2.41 Billion 0.26% of portfolio
9,036
Q3 2025 New
$123B
$2.31 Billion 0.25% of portfolio
8,167
Q3 2025 Added 568.88%
$49.1B
$2.13 Billion 0.23% of portfolio
1,774
Q4 2023 Reduced 3.57%
$36.7B
$2 Billion 0.22% of portfolio
23,803
Q4 2023 Added 14.45%
$86.7B
$2.04 Billion 0.22% of portfolio
3,351
Q1 2023 Added 0.51%
$0
$1.82 Billion 0.2% of portfolio
417,800
Q4 2023 Reduced 22.62%
$1.46T
$1.72 Billion 0.19% of portfolio
6,160
Q3 2025 Added 28.2%
$0
$1.75 Billion 0.19% of portfolio
440,225
Q4 2023 Reduced 2.23%
$522B
$1.66 Billion 0.18% of portfolio
8,939
Q4 2023 Added 5.09%
$183B
$1.62 Billion 0.18% of portfolio
5,725
Q4 2023 Reduced 0.19%
$971B
$1.55 Billion 0.17% of portfolio
2,033
Q4 2023 Added 1.15%

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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