CIK 2045735
NWF Advisory Services Inc.
Institutional 13F holdings & portfolio
Holdings
405
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
10
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 405
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 67K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 78K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 270K | $1M+ | SH |
| AAPL | APPLE INC | 131K | $1M+ | SH |
| GOOG | ALPHABET INC | 82K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 182K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 87K | $1M+ | SH |
| IVV | ISHARES TR | 27K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 22K | $1M+ | SH |
| AMZN | AMAZON COM INC | 76K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 91K | $1M+ | SH |
| ITOT | ISHARES TR | 109K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 39K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 68K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 37K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 28K | $1M+ | SH |
| V | VISA INC | 37K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 206K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 15K | $1M+ | SH |
| C | CITIGROUP INC | 94K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 18K | $1M+ | SH |
| GM | GENERAL MTRS CO | 130K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 20K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 149K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| DIS | DISNEY WALT CO | 69K | $1M+ | SH |
| IWM | ISHARES TR | 32K | $1M+ | SH |
| WMT | WALMART INC | 70K | $1M+ | SH |
| HCC | WARRIOR MET COAL INC | 88K | $1M+ | SH |
| YYY | AMPLIFY ETF TR | 650K | $1M+ | SH |
| AMR | ALPHA METALLURGICAL RESOUR I | 36K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 50K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 10K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 3K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 51K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 19K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 199K | $1M+ | SH |
| TSLA | TESLA INC | 12K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 89K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 66K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 28K | $1M+ | SH |
| IDV | ISHARES TR | 127K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 112K | $1M+ | SH |
| GLD | SPDR GOLD TR | 12K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 30K | $1M+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 169K | $1M+ | SH |
| AVGO | BROADCOM INC | 13K | $1M+ | SH |
| GOOGL | ALPHABET INC | 12K | $1M+ | SH |
| CB | CHUBB LIMITED | 12K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 111K | $1M+ | SH |