Nordwand Advisors, LLC

CIK 0001962713 · RADNOR, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Nordwand Advisors, LLC reported 146 positions worth $652.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: AVGO (4.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$652.2M
2026 Q2
Positions
146
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.1%
Est. Net Flow (Q)
2026 Q2
10 / 146 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AVGOBROADCOM INCSH$30.6M4.70%81,123
2VVVANGUARD INDEX FDSSH$29.9M4.58%86,950
3MRVLMARVELL TECHNOLOGY INCSH$25.4M3.90%85,365
4IVVISHARES TRSH$19.1M2.93%25,546
5MSFTMICROSOFT CORPSH$19.1M2.93%51,288
6VRTVERTIV HOLDINGS COSH$19.1M2.93%57,124
7ETNEATON CORP PLCSH$17.3M2.65%40,599
8CMICUMMINS INCSH$14.3M2.19%19,987
9CSCOCISCO SYS INCSH$14.2M2.17%120,505
10LLYELI LILLY & COSH$14.0M2.15%11,706

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Nordwand Advisors, LLC hold as of Q2 2026?

Nordwand Advisors, LLC reported 146 positions worth $652.2M in its Q2 2026 13F filing. Largest positions: AVGO (4.7%), VV (4.6%), MRVL (3.9%), IVV (2.9%) and MSFT (2.9%).

What did Nordwand Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Nordwand Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.