NVWM, LLC
All 13F Filings
- Location
- Yardley, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 496,310
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 780 | 496,310 | 13F-HR | NVWM, LLC |
| Q1 2026 | 4/27/2026 | 747 | 449,233 | 13F-HR | NVWM, LLC |
| Q4 2025 | 1/20/2026 | 747 | 459,591 | 13F-HR | NVWM, LLC |
| Q3 2025 | 10/16/2025 | 686 | 444,663 | 13F-HR | NVWM, LLC |
| Q2 2025 | 8/6/2025 | 687 | 414,216 | 13F-HR | NVWM, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 343 K | 69.1% | 55.37 K | 0 | 55.37 K |
| ETFs | 153.3 K | 30.9% | 0 | 8.309 K | -8.309 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
496,310
Holdings
780
QoQ value change ($000)
47,077
(10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.