Nwf Advisory Services 13F Portfolio Q3 2025

Nwf Advisory Services Inc. (CIK: 0002045735) is a financial institution headquartered at 11835 W. Olympic Blvd., #1155 E., Los Angeles, California 90064. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $911,325,651, comprising 419 distinct securities. Over its filing history, it has submitted 11 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q3 2025

1. IDV iShares International Select Dividend ETF

+$5.61 M

2. UNH UnitedHealth Group Incorporated

+$3.64 M

3. CGIC Capital Group International Core Equity ETF

+$3.2 M

4. ICSH iShares Ultra Short Duration Bond Active ETF

+$2.8 M

5. SAP SAP SE

+$2.41 M

Top Sells

Q3 2025

1. NJUN Innovator Growth-100 Power Buffer ETF - June

−$5.18 M

2. STIP iShares 0-5 Year TIPS Bond ETF

−$2.05 M

3. C Citigroup Inc.

−$2.02 M

4. SCHB Schwab U.S. Broad Market ETF

−$2.02 M

5. JEPI JPMorgan Equity Premium Income ETF

−$2.01 M

Stocks/ETFs

+8.98%

$903.9 M 99.19%

Options

+228.04%

$265,725 0.03%

Debt

$0 0.00%

Other

-18.89%

$7.16 M 0.79%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard S&P 500 ETF ETF-VOO	68,901	$42,192,175	4.63%	▼ 2,756	Reduce -3.9%
Berkshire Hathaway Inc. BRK.B	78,644	$39,537,023	4.34%	▼ 1,476	Reduce -1.8%
Technology Select Sector SPDR Fund ETF-XLK	138,918	$39,155,254	4.30%	▼ 5,944	Reduce -4.1%
Apple Inc. AAPL	129,225	$32,904,815	3.61%	▼ 6,647	Reduce -4.9%
SPDR S&P Dividend ETF ETF-SDY	186,117	$26,065,456	2.86%	▲ 3,800	Add 2.1%
Alibaba Group Holding Limited BABA	113,217	$20,235,322	2.22%	▲ 1,135	Add 1.0%
Alphabet Inc. GOOG	82,635	$20,125,749	2.21%	▲ 1,366	Add 1.7%
Costco Wholesale Corporation COST	21,597	$19,991,865	2.19%	▼ 285	Reduce -1.3%
iShares Core S&P 500 ETF ETF-IVV	28,005	$18,744,392	2.06%	▲ 471	Add 1.7%
Amazon.com, Inc. AMZN	76,428	$16,781,318	1.84%	▼ 3,138	Reduce -3.9%

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Nwf Advisory Services Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Nwf Advisory Services Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 11 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Nwf Advisory Services Inc. Quarterly 13F Statistics

📊 Discover detailed insights into Nwf Advisory Services Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Nwf Advisory Services Inc.'s All 13F Filings

📑 This section lists all SEC Form 13F filings submitted by Nwf Advisory Services Inc., a registered institutional investment manager. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Nwf Advisory Services Inc. 13F Filings, Portfolio & Analysis

Nwf Advisory Services Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2025)

Historical Portfolio Charts

Nwf Advisory Services Inc.'s Portfolio

Nwf Advisory Services Inc. Quarterly 13F Statistics

Nwf Advisory Services Inc.'s All 13F Filings