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NWK Group, Inc.
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.
Latest 13F Filing Activity
NWK Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 66 equity positions with a total 13F market value of $285M. The fund increased holdings in Vistra Corp., Broadcom Inc., Microsoft Corp. among other positions. NWK Group, Inc. reduced exposure to Fortinet Inc., Docusign Inc., Alibaba Group HLDG LTD among others.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.42% | $21.1M | 133,644 | $8.01 | $157.99 | +$6.6M |
A AVGO | BROADCOM INC | 7.25% | $20.6M | 74,845 | $86.27 | $275.65 | +$8.0M |
N NFLX | NETFLIX INC | 5.47% | $15.6M | 11,634 | $391.05 | $1339.13 | +$4.6M |
M MSFT | MICROSOFT CORP | 5.22% | $14.9M | 29,893 | $341.47 | $497.41 | +$7.8M |
C COST | COSTCO WHSL CORP NEW | 5.20% | $14.8M | 14,948 | $516.46 | $989.94 | +$517.7K |
Industry Allocation
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