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Nordwand Advisors, LLC

CIK:0001962713
Investment Adviser
$4B AUM
174 holdings
Radnor, PA, United States
Founded:2011
8 employees
nordwandcapital.com
Latest filing:Jun 30, 2025

Nordwand Advisors, LLC is a SEC-registered investment adviser headquartered in Radnor, Pennsylvania, United States. The firm manages approximately $3.8 billion in client assets (AUM as of March 2025) and employs around 8 professionals, primarily serving high net worth individuals and charitable organizations. Nordwand Advisors offers tailored portfolio management and investment advisory services, and is incorporated in Delaware.

Investment Strategy

Nordwand Advisors emphasizes discretionary asset management for high net worth individuals and charitable organizations, constructing diversified portfolios across equities and other securities. The firm's investment philosophy focuses on long-term value creation through fundamental research and risk management, seeking to identify attractive opportunities in public markets while maintaining prudent diversification.

Latest 13F Filing Activity

Nordwand Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 173 equity positions with a total 13F market value of $637M. The fund increased holdings in Broadcom Inc., Vanguard Index FDS, Oracle Corp. among other positions. Nordwand Advisors, LLC reduced exposure to Johnson &johnson, Berkshire Hathaway Inc. Del, Ardagh Metal Packaging S A among others.

Top Buys
A
AVGOBROADCOM INC
+$33.0M
V
VVVANGUARD INDEX FDS
+$24.8M
O
ORCLORACLE CORP
+$16.6M
M
MSFTMICROSOFT CORP
+$15.5M
E
ETNEATON CORP PLC
+$13.2M
Top Sells
J
JNJJOHNSON &JOHNSON
-$46.8M
B
BRK-ABERKSHIRE HATHAWAY INC DEL
-$40.3M
A
AMBPARDAGH METAL PACKAGING S A
-$1.9M
F
FSKFS KKR CAP CORP
-$646.3K
M
MSDLMORGAN STANLEY DIRECT LENDIN
-$166.9K

Top Holdings

B
BRK-ABERKSHIRE HATHAWAY INC DEL
+13.7%$87.5M
J
JNJJOHNSON &JOHNSON
+8.0%$51.3M
A
AVGOBROADCOM INC
+5.2%$33.0M
V
VVVANGUARD INDEX FDS
+3.9%$24.8M
M
MSFTMICROSOFT CORP
+3.6%$23.2M

Equity Positions (173)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BRK-A
BERKSHIRE HATHAWAY INC DEL13.72%$87.5M120$526246.07$728800.00-$40.3M
J
JNJ
JOHNSON &JOHNSON8.05%$51.3M335,846$168.41$152.75-$46.8M
A
AVGO
BROADCOM INC5.18%$33.0M119,732$275.65$275.65+$33.0M
V
VV
VANGUARD INDEX FDS3.89%$24.8M87,000$285.30$285.30+$24.8M
M
MSFT
MICROSOFT CORP3.65%$23.2M46,729$387.07$497.41+$15.5M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+14.7%
PHARMACEUTICAL PREPARATIONS
+12.3%
SEMICONDUCTORS & RELATED DEVICES
+7.3%
SERVICES-PREPACKAGED SOFTWARE
+6.5%
PETROLEUM REFINING
+2.3%

Investment Team (3)

NameRoleLocationLinkedIn
Ryan Berger
Ryan Berger		AnalystNew York, NY , United States
C
Connor Martin		Senior AssociateBoston, MA , United States
Jim Martin
Jim Martin		Chief Executive Officer and Chief Investment OfficerPhiladelphia, PA , United States
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Team at Nordwand Advisors, LLC

Ryan Berger

Ryan Berger

Analyst

CM

Connor Martin

Senior Associate

Jim Martin

Jim Martin

Chief Executive Officer and Chief Investment Officer

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