NWF Advisory Services Inc.
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,063,782
- 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 | 7/29/2026 | 456 | 1,063,782 | 13F-HR | NWF Advisory Services Inc. |
| Q1 2026 | 5/4/2026 | 411 | 885,641 | 13F-HR | NWF Advisory Services Inc. |
| Q4 2025 | 3/3/2026 | 409 | 904,867 | 13F-HR | NWF Advisory Services Inc. |
| Q3 2025 | 10/31/2025 | 419 | 911,326 | 13F-HR | NWF Advisory Services Inc. |
| Q2 2025 | 9/9/2025 | 419 | 838,546 | 13F-HR | NWF Advisory Services Inc. |
| Q1 2025 | 8/12/2025 | 365 | 712,086 | 13F-HR | NWF Advisory Services Inc. |
| Q3 2024 | 10/6/2025 | 344 | 687,799 | 13F-HR | NWF Advisory Services Inc. |
| Q2 2024 | 10/6/2025 | 326 | 628,633 | 13F-HR | NWF Advisory Services Inc. |
| Q1 2024 | 10/6/2025 | 336 | 598,760 | 13F-HR | NWF Advisory Services Inc. |
| Q4 2023 | 12/8/2025 | 303 | 502,390 | 13F-HR | NWF Advisory Services Inc. |
| Q3 2023 | 12/8/2025 | 292 | 424,827 | 13F-HR | NWF Advisory Services Inc. |
| Q2 2023 | 12/8/2025 | 285 | 431,613 | 13F-HR | NWF Advisory Services Inc. |
| Q1 2023 | 12/8/2025 | 284 | 431,028 | 13F-HR | NWF Advisory Services Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
270
(0.0% of total reported value)
· QoQ Δ:
+85
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 575.5 K | 54.1% | 90.06 K | 0 | 90.06 K |
| ETFs | 487.6 K | 45.9% | 88.53 K | 0 | 88.53 K |
| Debt | 232 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
1,063,782
Holdings
456
QoQ value change ($000)
178,141
(20.1%)
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.