NWAM LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1655006
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.0B
Holdings
684
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
NWAM LLC disclosed 684 positions worth $2.0B in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 4.4% of the equity portfolio, followed by $AAPL and $NVDA. During the quarter the fund opened 91 new positions and exited 28 — including a new stake in $BB and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (49.8% of disclosed assets). All figures are sourced directly from NWAM LLC’s Form 13F-HR filing with the SEC under CIK 1655006.
AI Fund Analysis
Stable
$MSFT4.4% weight
Held 8 quarters
$AAPL4.0% weight
Held 10 quarters
$NVDA2.4% weight
Held 8 quarters
$QQQ2.3% weight
Held 8 quarters
VANGUARD INDEX FDS - GROWT
2.2% weight
Held 8 quarters
$IVZ8 quarters accumulating
$IVZ8 quarters accumulating
ISHARES TR - 0-3 MTH TREAS
8 quarters accumulating
AMERICAN CENTY ETF TR - AV
8 quarters accumulating
CAPITAL GROUP GROWTH ETF -
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 79.8#31
Quality
$88.4M236,996 sh - 76.4#84
Quality
$79.4M274,282 sh - 85.9#5
Quality
$48.2M240,813 sh - —
Quality
$46.1M62,615 sh VANGUARD INDEX FDS - GROWTH ETF
—Quality
$44.4M515,743 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$39.4M180,719 sh- 84.5
Quality
$38.1M100,961 sh - 68.7
Quality
$32.1M134,748 sh ISHARES TR - CORE S&P TTL STK
—Quality
$31.2M189,972 shISHARES TR - RUS 1000 GRW ETF
—Quality
$30.6M246,730 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 79.8#31 | $88.4M | 236,996 |
| Apple Inc.$AAPL | 76.4#84 | $79.4M | 274,282 |
| NVIDIA CORP$NVDA | 85.9#5 | $48.2M | 240,813 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $46.1M | 62,615 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $44.4M | 515,743 |
| VANGUARD INDEX FDS - VALUE ETF | — | $39.4M | 180,719 |
 Broadcom Inc.$AVGO | 84.5 | $38.1M | 100,961 |
 AMAZON COM INC$AMZN | 68.7 | $32.1M | 134,748 |
| ISHARES TR - CORE S&P TTL STK | — | $31.2M | 189,972 |
| ISHARES TR - RUS 1000 GRW ETF | — | $30.6M | 246,730 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NWAM LLC's 684 positions.
Showing top 10 of 684 holdings.
Sector Allocation
Other
$996.3M
Technology
$473.6M
Financials
$151.6M
Industrials
$115.8M
Healthcare
$79.4M
Consumer Discretionary
$74.9M
Materials
$39.3M
Consumer Staples
$21.1M
Top Holdings — NWAM LLC (Q2 2026)
Top 150 of 684 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $88.4M | 4.4% | +3% | 79.8 |
| 2 | $AAPL | Apple Inc. | $79.4M | 4.0% | +7% | 76.4 |
| 3 | $NVDA | NVIDIA CORP | $48.2M | 2.4% | +0% | 85.9 |
| 4 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $46.1M | 2.3% | +5% | — |
| 5 | — | VANGUARD INDEX FDS - GROWTH ETF | $44.4M | 2.2% | +493% | — |
| 6 | — | VANGUARD INDEX FDS - VALUE ETF | $39.4M | 2.0% | +2% | — |
| 7 | $AVGO | Broadcom Inc. | $38.1M | 1.9% | +3% | 84.5 |
| 8 | $AMZN | AMAZON COM INC | $32.1M | 1.6% | -5% | 68.7 |
| 9 | — | ISHARES TR - CORE S&P TTL STK | $31.2M | 1.6% | +1% | — |
| 10 | — | ISHARES TR - RUS 1000 GRW ETF | $30.6M | 1.5% | +311% | — |
| 11 |  $GOOGL | Alphabet Inc. | $25.1M | 1.3% | +17% | 78.2 |
| 12 | — | ISHARES TR - CORE S&P500 ETF | $22.9M | 1.1% | -4% | — |
| 13 |  $TSLA | Tesla, Inc. | $20.8M | 1.0% | -3% | 53.9 |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $20.8M | 1.0% | -2% | 73.8 |
| 15 |  $COST | COSTCO WHOLESALE CORP /NEW | $19.8M | 1.0% | +1% | 66.2 |
| 16 |  $GOOG | Alphabet Inc. | $18.9M | 0.9% | +8% | 78.2 |
| 17 |  $LLY | ELI LILLY & Co | $18.7M | 0.9% | +8% | 87.5 |
| 18 |  $META | Meta Platforms, Inc. | $17.4M | 0.9% | -7% | 79.6 |
| 19 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $17.2M | 0.9% | +3% | — |
| 20 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $16.3M | 0.8% | +4% | — |
| 21 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $16.3M | 0.8% | -4% | — |
| 22 |  $SPY | SPDR S&P 500 ETF TRUST | $15.9M | 0.8% | +12% | — |
| 23 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $15.6M | 0.8% | +3% | — |
| 24 | — | ISHARES TR - CORE US AGGBD ET | $15.4M | 0.8% | +25% | — |
| 25 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $14.6M | 0.7% | +22% | — |
| 26 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $14.1M | 0.7% | -14% | — |
| 27 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $13.5M | 0.7% | -2% | — |
| 28 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $13.0M | 0.7% | +11% | — |
| 29 |  $GLD | SPDR GOLD TRUST | $12.7M | 0.6% | -2% | — |
| 30 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $12.7M | 0.6% | +1% | — |
| 31 | — | ISHARES TR - RUS 1000 VAL ETF | $12.6M | 0.6% | +8% | — |
| 32 |  $GEV | GE Vernova Inc. | $12.1M | 0.6% | -9% | 81.1 |
| 33 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $12.0M | 0.6% | -5% | — |
| 34 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $11.9M | 0.6% | -4% | — |
| 35 |  $PG | PROCTER & GAMBLE Co | $11.4M | 0.6% | +10% | 64.6 |
| 36 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $11.0M | 0.6% | +4% | — |
| 37 | — | ISHARES TR - CORE S&P MCP ETF | $10.7M | 0.5% | +15% | — |
| 38 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.6M | 0.5% | +0% | — |
| 39 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $10.1M | 0.5% | +1% | — |
| 40 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $9.8M | 0.5% | +1% | — |
| 41 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $9.7M | 0.5% | +2% | — |
| 42 | — | VANECK ETF TRUST - GOLD MINERS ETF | $9.6M | 0.5% | -9% | — |
| 43 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $9.3M | 0.5% | +10% | — |
| 44 |  $BA | BOEING CO | $9.2M | 0.5% | -20% | 61.6 |
| 45 |  $JPM | JPMORGAN CHASE & CO | $9.1M | 0.5% | +31% | 70.7 |
| 46 | — | VANGUARD STAR FDS - VG TL INTL STK F | $9.0M | 0.5% | +4% | — |
| 47 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $9.0M | 0.5% | -6% | — |
| 48 | — | VANGUARD INDEX FDS - MID CAP ETF | $8.8M | 0.4% | +332% | — |
| 49 | — | VANGUARD INDEX FDS - SMALL CP ETF | $8.7M | 0.4% | +10% | — |
| 50 |  $ROK | ROCKWELL AUTOMATION, INC | $8.7M | 0.4% | +185% | 63.6 |
| 51 |  $VRT | Vertiv Holdings Co | $8.5M | 0.4% | -15% | 81 |
| 52 | — | ISHARES TR - CORE MSCI EAFE | $8.3M | 0.4% | +6% | — |
| 53 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $8.3M | 0.4% | +4% | — |
| 54 | — | ALPS ETF TR - ALERIAN MLP | $8.2M | 0.4% | +0% | — |
| 55 | — | SPDR SERIES TRUST - ST STR SP600SM C | $8.1M | 0.4% | -17% | — |
| 56 |  $GLW | CORNING INC /NY | $8.1M | 0.4% | -24% | 73.7 |
| 57 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $8.0M | 0.4% | -2% | — |
| 58 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $8.0M | 0.4% | +27% | — |
| 59 | — | SPDR SERIES TRUST - ST STR P500ETF | $7.9M | 0.4% | +11% | — |
| 60 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $7.9M | 0.4% | +4% | — |
| 61 | — | ISHARES TR - CORE S&P SCP ETF | $7.8M | 0.4% | +5% | — |
| 62 | $IVZ | Invesco Ltd. | $7.5M | 0.4% | +2% | — |
| 63 | — | ISHARES TR - CORE MSCI TOTAL | $7.5M | 0.4% | -0% | — |
| 64 |  $USB | US BANCORP \DE\ | $7.3M | 0.4% | +1% | 65.3 |
| 65 |  $BB | BLACKBERRY Ltd | $7.1M | 0.3% | NEW | — |
| 66 |  $CCJ | CAMECO CORP | $7.0M | 0.3% | -12% | — |
| 67 | $META | Meta Platforms, Inc. | $6.9M | 0.3% | -49% | 79.6 |
| 68 |  $ABBV | AbbVie Inc. | $6.9M | 0.3% | +31% | 72.6 |
| 69 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $6.8M | 0.3% | -1% | — |
| 70 |  $AMD | ADVANCED MICRO DEVICES INC | $6.6M | 0.3% | -13% | 79.8 |
| 71 | $IVZ | Invesco Ltd. | $6.6M | 0.3% | +0% | — |
| 72 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $6.6M | 0.3% | +13% | — |
| 73 |  $UPS | UNITED PARCEL SERVICE INC | $6.5M | 0.3% | -44% | 58.6 |
| 74 | — | ISHARES TR - S&P 500 GRWT ETF | $6.5M | 0.3% | +23% | — |
| 75 |  $FCX | FREEPORT-MCMORAN INC | $6.5M | 0.3% | +28% | 62 |
| 76 |  $CAT | CATERPILLAR INC | $6.4M | 0.3% | +9% | 66.5 |
| 77 |  $JNJ | JOHNSON & JOHNSON | $6.4M | 0.3% | +1% | 69 |
| 78 | — | PACER FDS TR - US CASH COWS 100 | $6.3M | 0.3% | -3% | — |
| 79 |  $AMGN | AMGEN INC | $5.8M | 0.3% | -5% | 79.2 |
| 80 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $5.8M | 0.3% | +1% | — |
| 81 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $5.8M | 0.3% | +1% | — |
| 82 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $5.8M | 0.3% | +109% | — |
| 83 | $IVZ | Invesco Ltd. | $5.8M | 0.3% | -1% | — |
| 84 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | $5.7M | 0.3% | -14% | — |
| 85 | — | ISHARES U S ETF TR - GSCI CMDTY STGY | $5.6M | 0.3% | -8% | — |
| 86 |  $MU | MICRON TECHNOLOGY INC | $5.6M | 0.3% | -58% | 86.2 |
| 87 |  $HOOD | Robinhood Markets, Inc. | $5.5M | 0.3% | +1068% | 82.1 |
| 88 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $5.3M | 0.3% | +3% | — |
| 89 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $5.3M | 0.3% | +2% | — |
| 90 |  $SBUX | STARBUCKS CORP | $5.2M | 0.3% | -10% | 58.2 |
| 91 |  $NBIS | Nebius Group N.V. | $5.2M | 0.3% | NEW | — |
| 92 |  $RTX | RTX Corp | $5.2M | 0.3% | +116% | 73.2 |
| 93 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $5.0M | 0.3% | +60% | 75.4 |
| 94 |  $AEM | AGNICO EAGLE MINES LTD | $5.0M | 0.3% | +4% | — |
| 95 | — | PROCURE ETF TRUST II - SPACE ETF | $5.0M | 0.3% | -8% | — |
| 96 |  $STX | Seagate Technology Holdings plc | $5.0M | 0.3% | +18% | — |
| 97 | $IVZ | Invesco Ltd. | $4.9M | 0.2% | +17% | — |
| 98 | — | AMPLIFY ETF TR - BLOCK TECHN ETF | $4.9M | 0.2% | -1% | — |
| 99 | — | ISHARES TR - MRGSTR MD CP GRW | $4.9M | 0.2% | -5% | — |
| 100 |  $AMAT | APPLIED MATERIALS INC /DE | $4.9M | 0.2% | +17% | 72.3 |
| 101 | — | ISHARES TR - RUS TP200 GR ETF | $4.8M | 0.2% | -1% | — |
| 102 |  $PCAR | PACCAR INC | $4.8M | 0.2% | -1% | 56.5 |
| 103 |  $ASML | ASML HOLDING NV | $4.8M | 0.2% | -1% | — |
| 104 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $4.7M | 0.2% | -12% | — |
| 105 | — | ISHARES INC - CORE MSCI EMKT | $4.6M | 0.2% | +5% | — |
| 106 |  $ECHO | EchoStar CORP | $4.6M | 0.2% | +122% | 32.8 |
| 107 | — | ISHARES TR - MSCI USA QLT FCT | $4.5M | 0.2% | +86% | — |
| 108 |  $ADI | ANALOG DEVICES INC | $4.5M | 0.2% | +25% | 79.2 |
| 109 |  $INTC | INTEL CORP | $4.4M | 0.2% | +1% | 45.6 |
| 110 |  $HONA | Honeywell Aerospace Inc. | $4.4M | 0.2% | NEW | — |
| 111 |  $PL | Planet Labs PBC | $4.3M | 0.2% | NEW | 38.4 |
| 112 |  $QCOM | QUALCOMM INC/DE | $4.2M | 0.2% | +0% | 70.5 |
| 113 |  $ISRG | INTUITIVE SURGICAL INC | $4.1M | 0.2% | +3% | 79.9 |
| 114 |  $ETN | Eaton Corp plc | $4.1M | 0.2% | +11% | — |
| 115 | — | ISHARES TR - 0-3 MTH TREASURY | $4.0M | 0.2% | +110% | — |
| 116 |  $SLV | iShares Silver Trust | $4.0M | 0.2% | -16% | — |
| 117 |  $V | VISA INC. | $4.0M | 0.2% | +35% | 82.9 |
| 118 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $3.9M | 0.2% | +8% | — |
| 119 |  $CVX | CHEVRON CORP | $3.9M | 0.2% | +17% | 62.8 |
| 120 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $3.8M | 0.2% | +67% | 66.3 |
| 121 |  $DHR | DANAHER CORP /DE/ | $3.8M | 0.2% | +28% | 64.8 |
| 122 |  $SYK | STRYKER CORP | $3.8M | 0.2% | +52% | 72.1 |
| 123 | — | ISHARES TR - MSCI EAFE ETF | $3.7M | 0.2% | -1% | — |
| 124 |  $CDW | CDW Corp | $3.7M | 0.2% | NEW | 55.5 |
| 125 | — | ISHARES TR - TIPS BD ETF | $3.6M | 0.2% | +9% | — |
| 126 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $3.6M | 0.2% | +1% | — |
| 127 |  $CARR | CARRIER GLOBAL Corp | $3.6M | 0.2% | +154% | 56.6 |
| 128 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $3.5M | 0.2% | +127% | — |
| 129 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $3.4M | 0.2% | -12% | — |
| 130 |  $SAN | Banco Santander, S.A. | $3.4M | 0.2% | NEW | — |
| 131 |  $EW | Edwards Lifesciences Corp | $3.4M | 0.2% | +13% | 69.4 |
| 132 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $3.4M | 0.2% | +0% | — |
| 133 | — | ISHARES TR - RUSSELL 2000 ETF | $3.3M | 0.2% | +8% | — |
| 134 |  $HON | HONEYWELL INTERNATIONAL INC | $3.3M | 0.2% | -55% | 65 |
| 135 | — | ISHARES TR - S&P 500 VAL ETF | $3.3M | 0.2% | +5% | — |
| 136 | — | ISHARES TR - JPMORGAN USD EMG | $3.3M | 0.2% | -4% | — |
| 137 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $3.2M | 0.2% | -4% | — |
| 138 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $3.2M | 0.2% | -11% | — |
| 139 | $IVZ | Invesco Ltd. | $3.2M | 0.2% | -9% | — |
| 140 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $3.2M | 0.2% | +8% | — |
| 141 |  $RAIL | FreightCar America, Inc. | $3.1M | 0.2% | NEW | 34.7 |
| 142 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.1M | 0.2% | -7% | 70 |
| 143 | — | SPROTT FDS TR - NICKE MINER ETF | $3.1M | 0.1% | +5% | — |
| 144 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $3.1M | 0.1% | +4% | — |
| 145 | — | ISHARES TR - ISHS 5-10YR INVT | $3.1M | 0.1% | NEW | — |
| 146 | $IVZ | Invesco Ltd. | $3.1M | 0.1% | +4% | — |
| 147 |  $F | FORD MOTOR CO | $3.1M | 0.1% | +274% | 54.9 |
| 148 |  $MA | Mastercard Inc | $3.0M | 0.1% | +18% | 85.1 |
| 149 | — | ISHARES TR - MSCI USA MIN ETF | $3.0M | 0.1% | +42% | — |
| 150 |  $WMT | Walmart Inc. | $2.9M | 0.1% | +28% | 60.2 |
New Positions (91)
$BB BLACKBERRY Ltd$7.1M$NBIS Nebius Group N.V.$5.2M$HONA Honeywell Aerospace Inc.$4.4M$PL Planet Labs PBC$4.3M$CDW CDW Corp$3.7M$SAN Banco Santander, S.A.$3.4M$RAIL FreightCar America, Inc.$3.1M ISHARES TR - ISHS 5-10YR INVT$3.1M
$HPQ HP INC$2.9M EA SERIES TRUST - STRIVE ENHANCED$2.9M
DIMENSIONAL ETF TRUST - US EQUI MARK ETF$2.5M
$URI UNITED RENTALS, INC.$2.3M
$MRVL Marvell Technology, Inc.$1.6M GLOBAL X FDS - US INFR DEV ETF$1.4M
$IR Ingersoll Rand Inc.$1.2MExited Positions (28)
$XOM.R34088 EXXON MOBIL CORP
$HII HUNTINGTON INGALLS INDUSTRIES, INC. ISHARES TR
$CNR Core Natural Resources, Inc. PROSHARES TR
$DBC Invesco DB Commodity Index Tracking Fund
$TSN TYSON FOODS, INC. BARCLAYS BANK PLC
ISHARES INC
$CRSP CRISPR Therapeutics AG
$NU Nu Holdings Ltd.
$NCLH Norwegian Cruise Line Holdings Ltd.
$MKTX MARKETAXESS HOLDINGS INC
$BP BP PLC VANGUARD INDEX FDS
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