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Kevin Nichols

Nwm Advisors, Llc

Assets Managed
$109.781M
Holdings
23
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-4.48%(2Q avg: -2.24%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Nwm Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Nwm Advisors, 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 109.781M in assets, with a quarterly growth rate of -4.48% and a 2-quarter average growth rate of -2.24%. The portfolio is managed by Kevin Nichols, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 7.29%
29.71%
$32.607M
54,567 shares@ $597.56 avg price
IVOO
Vanguard S&p Mid-cap 400 Etf
Recent Activity
Decreased -1.58%
11.58%
$12.704M
111,130 shares@ $114.33 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 3.37%
8.83%
$9.689M
20,220 shares@ $479.2 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 119.4%
5.43%
$5.959M
20,750 shares@ $287.18 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Increased 8.11%
5.21%
$5.714M
196,478 shares@ $29.09 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.39%
4.35%
$4.765M
18,774 shares@ $253.8 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -4.48%
4.03%
$4.414M
15,005 shares@ $294.16 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.32%
3.89%
$4.267M
24,465 shares@ $174.4 avg price
QTEC
First Trust Nasdq 100 Tech I
Recent Activity
Decreased -3.62%
3.89%
$4.263M
19,739 shares@ $215.99 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 0.66%
3.61%
$3.958M
13,096 shares@ $302.23 avg price

1-10 of 23