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NWK Group, Inc.

CIK:0001803054
Investment Adviser
$0 AUM
66 holdings
San Francisco, CA, US
Founded:2002
16 employees
Latest filing:Jun 30, 2025

NWK Group, Inc. is an independent investment advisory firm headquartered in San Francisco, California. Founded in 2002, the firm provides investment management, wealth planning, and institutional advisory services to affluent individuals, families, and organizations in the northern California region. NWK Group employs a team of approximately 16 people with over 85 years of combined experience in financial services and serves corporate and nonprofit institutions in addition to private clients.

Investment Strategy

NWK Group employs a disciplined, goals-based approach to investment management and wealth planning. The firm tailors investment strategies for clients based on personalized objectives, incorporating a mix of active and passive asset allocation strategies across risk/return spectrums. NWK Group emphasizes long-term portfolio consistency, risk management, and fiduciary responsibility, regularly monitoring investments against specific benchmarks and peer groups and collaborating closely with both clients and managers to ensure alignment with objectives. Retirement plans often incorporate TDFs (Target Date Funds) as default options to create a robust, outcome-oriented investment menu.

Top Buys
V
VSTVISTRA CORP
+$10.1M
A
AVGOBROADCOM INC
+$8.0M
M
MSFTMICROSOFT CORP
+$7.8M
G
GEVGE VERNOVA INC
+$7.2M
A
APHAMPHENOL CORP NEW
+$6.8M
Top Sells
F
FTNTFORTINET INC
-$6.9M
D
DOCUDOCUSIGN INC
-$5.2M
B
BABAALIBABA GROUP HLDG LTD
-$5.2M
F
FICOFAIR ISAAC CORP
-$5.2M
A
AAPLAPPLE INC
-$1.6M

Top Holdings

N
NVDANVIDIA CORPORATION
+7.4%$21.1M
A
AVGOBROADCOM INC
+7.2%$20.6M
N
NFLXNETFLIX INC
+5.5%$15.6M
M
MSFTMICROSOFT CORP
+5.2%$14.9M
C
COSTCOSTCO WHSL CORP NEW
+5.2%$14.8M

Equity Positions (66)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION7.42%$21.1M133,644$8.01$157.99+$6.6M
A
AVGO
BROADCOM INC7.25%$20.6M74,845$86.27$275.65+$8.0M
N
NFLX
NETFLIX INC5.47%$15.6M11,634$391.05$1339.13+$4.6M
M
MSFT
MICROSOFT CORP5.22%$14.9M29,893$341.47$497.41+$7.8M
C
COST
COSTCO WHSL CORP NEW5.20%$14.8M14,948$516.46$989.94+$517.7K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+15.2%
SEMICONDUCTORS & RELATED DEVICES
+14.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.8%
SERVICES-BUSINESS SERVICES, NEC
+7.1%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+5.5%