1y return+18.2%S&P 500 +20.9%
3y return+56.9%S&P 500 +68.5%
5y return+45.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $246 against $280 in the S&P 500.2
Nvwm, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc Com | $21.5M | 4.3% | |
| NVDANvidia Corporation Com | $17.0M | 3.4% | |
| GOOGLAlphabet Inc Cap Stk Cl A | $16.4M | 3.3% | +14.7% |
| AMZNAmazon Com Inc Com | $16.2M | 3.3% | |
| MSFTMicrosoft Corp Com | $15.5M | 3.1% | +2.1% |
| AMDAdvanced Micro Devices Inc Com | $9.8M | 2.0% | −32.4% |
| VTIPVanguard Short-term Inflation-protected Securities Etf | $9.3M | 1.9% | +3.6% |
| USFRWisdomtree Floating Rate Treasury Fund | $8.9M | 1.8% | −11.6% |
| AMATApplied Matls Inc Com | $8.8M | 1.8% | −20.3% |
| LQDIshares Iboxx $ Investment Grade Corporate Bond Etf | $8.8M | 1.8% | +7.4% |
| GLDSpdr Gold Shares | $8.5M | 1.7% | −13.9% |
| AVGOBroadcom Inc Com | $8.2M | 1.7% | −13.5% |
| PANWPalo Alto Networks Inc Com | $7.5M | 1.5% | −5.9% |
| IWMIshares Russell 2000 Etf | $7.2M | 1.5% | −2.3% |
| METAMeta Platforms Inc Cl A | $7.0M | 1.4% | +2.1% |
| SPYMState Street Spdr Portfolio S&p 500 Etf | $7.0M | 1.4% | +28.0% |
| GEVGe Vernova Inc Com | $6.7M | 1.4% | +23.2% |
| VUSBVanguard Ultra-short Bond Etf | $6.7M | 1.4% | −18.0% |
| HGERHarbor Commodity All-weather Strategy Etf | $6.2M | 1.2% | |
| XLVState Street Health Care Select Sector Spdr Etf | $5.9M | 1.2% | −3.0% |
| EFAIshares Msci Eafe Etf | $5.3M | 1.1% | +17.7% |
| JPMJpmorgan Chase & Co Com | $4.8M | 1.0% | −1.1% |
| EEMIshares Msci Emerging Markets Etf | $4.7M | 0.9% | +31.9% |
| COSTCostco Wholesale Corporation Com | $4.6M | 0.9% | |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $4.5M | 0.9% | −2.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | June 30, 2020 | +2006.7% | $17.0M |
| AVGOBroadcom Inc Com | June 30, 2020 | +1096.9% | $8.2M |
| AMATApplied Matls Inc Com | June 30, 2020 | +1096.1% | $8.8M |
| AMDAdvanced Micro Devices Inc Com | June 30, 2020 | +1004.1% | $9.8M |
| LLYEli Lilly & Co Com | June 30, 2020 | +630.6% | $4.0M |
| GEVGe Vernova Inc Com | June 30, 2024 | +585.0% | $6.7M |
| LRCXLam Research Corp Com New | December 31, 2024 | +499.9% | $3.6M |
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | June 30, 2020 | +440.6% | $3.7M |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2020 | +404.0% | $16.4M |
| CDNSCadence Design System Inc Com | June 30, 2020 | +291.1% | $3.7M |
Sold off last quarter
- TLTIshares 20 Year Treasury Bond Etf was $2.6M
- MBBIshares Mbs Etf was $2.0M
- ZROZPimco 25 Year Zero Coupon Us Treasury Index Exchange-traded Fund was $1.3M
- PRIMPrimoris Svcs Corp Com was $628K
- JAVAJpmorgan Active Value Etf was $574K
- IWDIshares Russell 1000 Value Etf was $458K
- ICFIshares Select U.s. Reit Etf was $217K
- SPHQInvesco S&p 500 Quality Etf was $201K
- IWNIshares Russell 2000 Value Etf was $114K
- Honeywell Intl Inc ComCUSIP 438516106 was $23K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.8% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +11.3% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +3.8% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +5.8% | +7.0% |
| December 31, 2022 | +4.5% | +7.1% |
| September 30, 2022 | −3.5% | −5.3% |
| June 30, 2022 | −16.8% | −16.5% |
| March 31, 2022 | −7.2% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Nvwm, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1697274&type=13F-HR&dateb=&owner=include&count=40CIK 1697274
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1697274/000169727426000003/Filed July 29, 2026 · accession 0001697274-26-000003