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
$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%
$0
$3.88 Billion 0.43% of portfolio
77,264
Q4 2023 Reduced 12.97%
$303B
$3.89 Billion 0.43% of portfolio
25,042
Q4 2023 Added 77.28%
$0
$3.9 Billion 0.43% of portfolio
76,847
Q3 2025 Added 255.23%
$0
$3.84 Billion 0.42% of portfolio
140,526
Q4 2023 Added 7.05%
$0
$3.85 Billion 0.42% of portfolio
87,661
Q3 2025 Reduced 26.91%
$0
$3.65 Billion 0.4% of portfolio
19,556
Q4 2023 Reduced 1.87%
$0
$3.62 Billion 0.4% of portfolio
14,646
Q3 2025 Added 45.0%
$139B
$3.47 Billion 0.38% of portfolio
10,525
Q3 2025 Added 76.3%
$24.1B
$3.4 Billion 0.37% of portfolio
80,336
Q4 2023 Added 12.67%
$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%
Capital Group International
-
$3.2 Billion 0.35% of portfolio
-
Q3 2025 New
$6B
$3.15 Billion 0.35% of portfolio
45,813
Q3 2025 Added 1.12%
$0
$3.2 Billion 0.35% of portfolio
10,903
Q4 2023 Added 3.75%
$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
$2.9 Billion 0.32% of portfolio
73,820
Q4 2023 Reduced 1.98%
$0
$2.65 Billion 0.29% of portfolio
291,581
Q4 2023 Reduced 2.7%
$0
$2.68 Billion 0.29% of portfolio
8,045
Q4 2023 Reduced 7.57%
$0
$2.64 Billion 0.29% of portfolio
31,147
Q4 2023 Added 6.42%
$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
$0
$2.34 Billion 0.26% of portfolio
47,381
Q3 2025 Added 71.06%
$123B
$2.31 Billion 0.25% of portfolio
8,167
Q3 2025 Added 568.88%
$241M
$2.11 Billion 0.23% of portfolio
19,454
Q3 2025 Added 13.15%
$0
$2.08 Billion 0.23% of portfolio
22,652
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$2.06 Billion 0.23% of portfolio
-
Q3 2025 Reduced 0.86%
$49.1B
$2.13 Billion 0.23% of portfolio
1,774
Q4 2023 Reduced 3.57%
$0
$2.14 Billion 0.23% of portfolio
8,328
Q4 2023 Sold Out
$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
$1.88 Billion 0.21% of portfolio
18,675
Q3 2025 Added 22.03%
$0
$1.89 Billion 0.21% of portfolio
9,964
Q4 2023 Added 12.87%
$0
$1.82 Billion 0.2% of portfolio
417,800
Q4 2023 Reduced 22.62%
$0
$1.75 Billion 0.19% of portfolio
17,495
Q4 2023 Reduced 6.7%
$0
$1.73 Billion 0.19% of portfolio
32,094
Q4 2023 Reduced 3.06%
$1.46T
$1.72 Billion 0.19% of portfolio
6,160
Q3 2025 Added 28.2%
$0
$1.74 Billion 0.19% of portfolio
6,700
Q4 2023 Reduced 9.08%
$0
$1.74 Billion 0.19% of portfolio
29,708
Q4 2023 Reduced 4.4%
$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%
$0
$1.61 Billion 0.18% of portfolio
16,895
Q4 2023 Reduced 51.21%
$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%
Abrdn Asia Pacific Income Fu
-
$1.58 Billion 0.17% of portfolio
-
Q3 2025 Added 12.11%

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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