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Manager record

NWF Advisory Services Inc.

Los Angeles, CA · CIK 2045735 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.06BReported 13F valueQ2 2026 · as filed
456Holdings listed
+20.1%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.6B$1.6BQ2 2025784 holdingsQ3 2025: $4.6B$4.6BQ3 20252,589 holdingsQ4 2025: $904.9M$904.9MQ4 2025409 holdingsQ1 2026: $885.6M$885.6MQ1 2026411 holdingsQ2 2026: $1.1B$1.1BQ2 2026456 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$1.06B · 456 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$885.64M · 411 holdings listed · View original SEC filing ↗
Mar 03 2026 13F-HR · period Q4 2025

$904.87M · 409 holdings listed · View original SEC filing ↗
Dec 08 2025 13F-HR · period Q3 2025

$424.83M · 292 holdings listed · View original SEC filing ↗
Dec 08 2025 13F-HR · period Q3 2025

$431.03M · 284 holdings listed · View original SEC filing ↗
Dec 08 2025 13F-HR · period Q3 2025

$431.61M · 285 holdings listed · View original SEC filing ↗
Dec 08 2025 13F-HR · period Q3 2025

$502.39M · 303 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$911.33M · 419 holdings listed · View original SEC filing ↗
Oct 06 2025 13F-HR · period Q3 2025

$628.63M · 326 holdings listed · View original SEC filing ↗
Oct 06 2025 13F-HR · period Q3 2025

$598.76M · 336 holdings listed · View original SEC filing ↗
Oct 06 2025 13F-HR · period Q3 2025

$687.80M · 344 holdings listed · View original SEC filing ↗
Sep 09 2025 13F-HR · period Q2 2025

$838.55M · 419 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$712.09M · 365 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology