NDWM LLC - Portfolio overview

NDWM LLC has 40 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 27.24%
2. RSP - INVESCO EXCHANGE TRADED FD T, 8.57%
3. AGG - ISHARES TR, 7.60%

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

Explore securities or join Upside Invest to compare portfolios.