Filer Snapshot

NWF Advisory Services Inc.

CIK 0002045735. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

13

Latest filing

04 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$885.46M

407 holdings for Q1 2026

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Largest parsed holding

VOO

$39.19M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 04 May 2026 for CIK 0002045735.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$885.46M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$885.46M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
VOO BRKB XLK AAPL SDY
+15 moreMU GOOG COST IVV OXY ITOT AMZN NVDA VIG MGK BABA VUG V AXP UNH

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

VOO BRKB XLK AAPL SDY MU GOOG COST
+12 moreIVV OXY ITOT AMZN NVDA VIG MGK BABA VUG V AXP UNH
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
11835 W. Olympic Blvd., #1155 E., Los Angeles, CA, 90064
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
CA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about NWF Advisory Services Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $885.46M across 407 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VOO at $39.19M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 407 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 04 May 2026

Top 5 concentration

19%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$169.3M

Compared with $885.46M total 13F value.

Top 5 net change

-$3.74M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: UNH ยท Largest trim: MU

VOO BRKB XLK AAPL SDY Other holdings

VOO

4.4%

Vanguard Index Fds

$39.19M

BRKB

4.2%

Berkshire Hathaway Inc Del

$37.22M

XLK

4.1%

Select Sector Spdr Tr

$36.02M

AAPL

3.5%

Apple Inc

$30.88M

SDY

2.9%

Spdr Series Trust

$25.98M

Latest update

What changed recently for NWF Advisory Services Inc.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

NWF Advisory Services Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0002045735 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
13
First seen
14 May 2025
Latest filing
04 May 2026
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

NWF Advisory Services Inc. SEC filings NWF Advisory Services Inc. 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 13 SEC filings for NWF Advisory Services Inc..

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13F-HR

13F-HR filing

Filing date
04 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
03 Mar 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Dec 2025
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Dec 2025
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Dec 2025
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Dec 2025
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
31 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Oct 2025
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Oct 2025
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Oct 2025
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Sep 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Aug 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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