Ndwm LLC Portfolio Holdings

Ndwm LLC

  • $137 Billion
  • Q2 2025

Ndwm LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $41.5B, Spdr S&P 500 ETF Trust with a value of $26.3B, Spdr Bloomberg 3 12 Month T Bi with a value of $13.9B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.49B, and Invesco S&P 500 Equal Weight E with a value of $6.69B.

Examining the 13F form we can see an increase of $34.3B in the current position value, from $102B to 137B.

Ndwm LLC is based out at La Jolla, CA

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

Portfolio value $137 Billion
ETFs: $123 Billion
Technology: $3.53 Billion
Financial Services: $3.47 Billion
Consumer Cyclical: $1.11 Billion
Utilities: $311 Million
Communication Services: $279 Million
Industrials: $257 Million
Healthcare: $210 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $137 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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