Nordwand Advisors, LLC

All 13F Filings

Location
Radnor, PA
Most recent 13F
Q3 2026
Holdings value ($000)
629,742
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 11/4/2026 145 629,742 13F-HR Nordwand Advisors, LLC
Q2 2026 8/7/2026 146 652,242 13F-HR Nordwand Advisors, LLC
Q1 2026 5/7/2026 150 571,741 13F-HR Nordwand Advisors, LLC
Q4 2025 2/3/2026 146 572,326 13F-HR Nordwand Advisors, LLC
Q3 2025 10/29/2025 155 630,545 13F-HR Nordwand Advisors, LLC
Q2 2025 8/11/2025 174 637,494 13F-HR Nordwand Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 538.2 K 85.5% 0 13.59 K -13.59 K
ETFs 91.57 K 14.5% 0 8.911 K -8.911 K
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Fund Snapshot

Q3 2026
Latest filed
11/4/2026
Total value ($000)
629,742
Holdings
145
QoQ value change ($000)
-22,500 (-3.4%)
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.