NWF Advisory Services Inc. - Portfolio overview

NWF Advisory Services Inc. has 462 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 4.32%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 4.10%
3. XLK - SELECT SECTOR SPDR TR, 3.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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