Nvwm, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $391 Million distributed in 904 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.7M, Amazon Com Inc with a value of $14.6M, Apple Inc. with a value of $12.8M, Nvidia Corp with a value of $12.7M, and Vanguard Sht Trm Inflt Prot Fd with a value of $11.1M.

Examining the 13F form we can see an increase of $31.3M in the current position value, from $360M to 391M. Also it can be appreciated an additional of 74 stocks purchases and 1 closed positions.

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

Portfolio value $391 Million
ETFs: $120 Million
Technology: $99.5 Million
Financial Services: $38 Million
Consumer Cyclical: $34.8 Million
Communication Services: $27.3 Million
Industrials: $25.8 Million
Healthcare: $20.2 Million
Consumer Defensive: $10.4 Million
Other: $13.5 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 904
  • Current Value $391 Million
  • Prior Value $360 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 74 stocks
  • Additional Purchases 206 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 205 stocks
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