NWF Advisory Services Inc. 13F Holdings
CIK 0002045735 · Los Angeles, CA
As of Sep 30, 2025, NWF Advisory Services Inc. reported 419 positions worth $849.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 68,901 | $42.2M | 4.97% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 78,644 | $39.5M | 4.66% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 138,918 | $39.2M | 4.61% |
| APPLE INC | AAPL | Technology | 129,225 | $32.9M | 3.88% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 186,117 | $26.1M | 3.07% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 113,217 | $20.2M | 2.38% |
| ALPHABET INC | GOOG | Equity | 82,635 | $20.1M | 2.37% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 21,597 | $20.0M | 2.35% |
| ISHARES CORE S&P 500 ETF | IVV | — | 28,005 |