Nvwm, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $418 Million distributed in 899 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.8M, Apple Inc. with a value of $16.1M, Amazon Com Inc with a value of $14.7M, Nvidia Corp with a value of $13.5M, and Vanguard Sht Trm Inflt Prot Fd with a value of $11.5M.

Examining the 13F form we can see an increase of $26.9M in the current position value, from $391M to 418M. Also it can be appreciated an additional of 45 stocks purchases and 3 closed positions.

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

Portfolio value $418 Million
ETFs: $131 Million
Technology: $111 Million
Financial Services: $37.2 Million
Consumer Cyclical: $35.1 Million
Communication Services: $29.5 Million
Industrials: $26 Million
Healthcare: $18.1 Million
Consumer Defensive: $10.8 Million
Other: $17.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 899
  • Current Value $418 Million
  • Prior Value $391 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 45 stocks
  • Additional Purchases 163 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 163 stocks
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