NWM ADVISORS, LLC
All 13F Filings
- Location
- San Luis Obispo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 126,976
- 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 | 8/7/2026 | 23 | 126,976 | 13F-HR | NWM ADVISORS, LLC |
| Q1 2026 | 5/13/2026 | 23 | 109,781 | 13F-HR | NWM ADVISORS, LLC |
| Q4 2025 | 2/4/2026 | 25 | 114,933 | 13F-HR | NWM ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.19 K | 34.8% | 4.936 K | 0 | 4.936 K |
| ETFs | 82.78 K | 65.2% | 12.26 K | 0 | 12.26 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
126,976
Holdings
23
QoQ value change ($000)
17,195
(15.7%)
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.