Nordwand Advisors, LLC

All 13F Filings

Location
Radnor, PA
Most recent 13F
Q2 2026
Holdings value ($000)
652,242
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
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 551.8 K 84.6% 69.91 K 0 69.91 K
ETFs 100.5 K 15.4% 10.6 K 0 10.6 K
Other 0 0.0% 0 10 -10
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
652,242
Holdings
146
QoQ value change ($000)
80,501 (14.1%)
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.