NWF Advisory Services Inc.
CIK 2045735
13F filing for Q2 2026・No. 2,479
- Holdings
- US$1.06B
- Quarter change
- +US$178.14M
- Entries
- 456
- Net bought (estimate)
- +US$26.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 57
- Sold out 12
- Cut 148
- Added 158
- Corporate actions 2
- Unchanged 89
Largest holdings
452 stocks worth US$1.06B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MUMicronCOM | Cut | 59,795 | US$69.02M | 6.49% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Cut | 267,452 | US$50.95M | 4.79% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 65,939 | US$45.29M | 4.26% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 82,424 | US$41.24M | 3.88% |
| AAPLAppleCOM | Cut | 120,412 | US$34.84M | 3.28% |
| GOOGALPHABET INCCAP STK CL C | Cut | 79,940 | US$28.25M | 2.66% |
| SPDR SERIES TRUSTST STR SP DIV | Added | 183,880 | US$27.98M | 2.63% |
| IVVISHARES TRCORE S&P500 ETF | Added | 28,065 | US$21.02M | 1.98% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Added | 21,398 | US$20.02M | 1.88% |
| ISHARES TRCORE S&P TTL STK | Added | 111,718 | US$18.35M | 1.73% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.