Alan Gilmore

Nvwm, Llc

Assets Managed

$449.233M

Holdings

747

Last Quarter

2026 - Q1

Filed Date

1mo 19d ago

Growth Rate

-2.25%(2Q avg: 0.56%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Nvwm, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 747 positions.

Assets under management

The assets under management (AUM) of Nvwm, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 449.233M in assets, with a quarterly growth rate of -2.25% and a 2-quarter average growth rate of 0.56%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Increased 19.81%	4.21%	$18.912M 74,520 shares@ $253.79 avg price	Increased 19.81%
MSFT Microsoft Corp Recent Activity Increased 2.93%	3.36%	$15.069M 40,708 shares@ $370.18 avg price	Increased 2.93%
NVDA Nvidia Corp Recent Activity Increased 6.79%	3.29%	$14.769M 84,681 shares@ $174.41 avg price	Increased 6.79%
AMZN Amazon.com Inc Recent Activity Increased 2.07%	3.16%	$14.193M 68,147 shares@ $208.28 avg price	Increased 2.07%
GLD Spdr Gold Shares Recent Activity Decreased -0.1%	2.59%	$11.595M 26,947 shares@ $430.29 avg price	Decreased -0.1%
GOOGL Alphabet Inc-cl A Recent Activity Increased 9.47%	2.56%	$11.498M 39,986 shares@ $287.57 avg price	Increased 9.47%
USFR Wisdomtree Floating Rate Tre Recent Activity Decreased -3.64%	2.24%	$10.056M 199,765 shares@ $50.34 avg price	Decreased -3.64%
VTIP Vanguard Short-term Tips Recent Activity Decreased -10.34%	2%	$8.95M 179,178 shares@ $49.96 avg price	Decreased -10.34%
VUSB Vanguard Ultra Short Bond Et Recent Activity Increased 4.84%	1.83%	$8.213M 164,962 shares@ $49.79 avg price	Increased 4.84%
LQD Ishares Iboxx Investment Gra Recent Activity Decreased -2.03%	1.83%	$8.185M 75,098 shares@ $108.99 avg price	Decreased -2.03%

1-10 of 747