NDWM LLC

CIK: 0001818386SEC EDGAR →

Portfolio Value

$151.1B

Holdings

33

As of

Q4 2025

New Positions

3

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

68,062$46.6B
30.84%
2

SPDR S&P 500 ETF TR

44,102$30.1B
19.90%
3

SPDR SERIES TRUST

139,858$13.9B
9.18%
4

SPDR GOLD TR

20,354$8.1B
5.34%
5

SPDR SERIES TRUST

83,598$7.6B
5.05%
6

ISHARES TR

80,755$4.6B
3.07%
7

INVESCO EXCHANGE TRADED FD T

23,423$4.5B
2.97%
8

VANGUARD CALIF TAX FREE FDS

35,138$3.5B
2.33%
9

BLACKROCK ETF TRUST II

65,051$3.3B
2.17%
10

ISHARES TR

32,204$3.2B
2.13%

Quarterly Changes

Top Buys

IVV↑ Increased
$2.0B
SPY↑ Increased
$1.8B
GQ9↑ Increased
$1.1B
AAPLNEW
$983.0M
VTEC↑ Increased
$528.3M

Top Sells

AAPLCLOSED
$912.3M
BRK/B↓ Decreased
$824.8M
NYFCLOSED
$671.3M
SUB↓ Decreased
$522.2M
PZTCLOSED
$448.4M

New Positions (2)

$983.0M · 7K shares
$224.0M · 392 shares

Closed Positions (3)

$912.3M · 4K shares
$671.3M · 13K shares
$448.4M · 20K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services19$129.1B85.4%
Unknown4$15.6B10.3%
Technology3$3.2B2.1%
Consumer Cyclical1$1.4B1.0%
Communication Services2$651.0M0.4%
Industrials2$490.0M0.3%
Utilities1$322.0M0.2%
Healthcare1$290.0M0.2%