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 Market Cap. of $10 Billions to $200 Billions

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

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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