NDWM LLC - Portfolio Stock Holdings
NDWM LLC disclosed 41 stock positions in a recent SEC 13F filing. $170,205,830 of stock holdings were filed, with the largest holdings including IVV, RSP, and AGG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $176,299,070 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
41Est. Stock Holding Value:
$170,205,830Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - NDWM LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - NDWM LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...