NWF Advisory Services Inc.
NWF Advisory Services Inc. is a US-based investment adviser headquartered in Los Angeles, California. The firm provides personalized wealth management and advisory services primarily to individual clients, with a focus on both discretionary and non-discretionary management. Founded in 1990, NWF Advisory Services has approximately 71 employees and manages portfolios for thousands of individual clients, helping them achieve their financial goals with tailored investment solutions.
Investment Strategy
NWF Advisory Services Inc. specializes in customized financial planning and investment management for individuals, with assets managed on both a discretionary and non-discretionary basis. The firm employs a diversified approach, managing US equity portfolios and providing guidance across a range of investment strategies to meet individual client needs. Their philosophy centers on long-term wealth accumulation, risk management, and ongoing portfolio optimization.
Latest 13F Filing Activity
NWF Advisory Services Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 408 equity positions and 5 options positions with a total 13F market value of $839M. The fund increased holdings in Select Sector SPDR TR, Nvidia Corporation, Vanguard Index FDS among other positions. NWF Advisory Services Inc. reduced exposure to Select Sector SPDR TR, Global X FDS, Core Natural Resources Inc. among others.
Top Holdings
Equity Positions (408)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 4.85% | $40.7M | 71,657 | $485.25 | $568.03 | +$5.6M |
| BERKSHIRE HATHAWAY INC DEL | 4.64% | $38.9M | 80,120 | $427.30 | $485.77 | -$1.6M | |
X XLK | SELECT SECTOR SPDR TR | 4.37% | $36.7M | 144,862 | $213.40 | $253.23 | +$8.8M |
A AAPL | APPLE INC | 3.32% | $27.9M | 135,872 | $185.30 | $205.17 | -$1.2M |
S SDY | SPDR SERIES TRUST | 2.95% | $24.7M | 182,317 | $130.87 | $135.73 | +$46.8K |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
B BABA | ALIBABA GROUP HLDG LTD | Sold | Call | $49.6K | 0 | $113.41 | $74.59 | -14.83 | -$31.9K |
O OXY | OCCIDENTAL PETE CORP | Sold | Call | $16.6K | 0 | $42.01 | $49.37 | -31.65 | -$9.6K |
C CVX | CHEVRON CORP NEW | Sold | Call | $11.1K | 0 | $143.19 | $144.71 | -4.93 | -$4.1K |
P PEP | PEPSICO INC | New | Call | $2.0K | 0 | $132.04 | $132.00 | +0.06 | +$2.0K |
| ALPHABET INC | Sold | Call | $1.7K | 0 | $176.23 | $154.50 | -0.94 | -$4.8K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more