13F Insight
DOSSIER · 13F-HR · Q2 2026

NWAM LLC

$2.0B in tracked AUM across 684 positions as of Q2 2026.

NL
CIK 0001655006 · last filed Jun 30, 2026
Total AUM
$2.0B
as of Q2 2026
Holdings
684
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

NWAM LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$88M237K4.4%02
AAPL
APPLE INC
$79M274K4.0%03
NVDA
NVIDIA CORPORATION
$48M241K2.4%04
QQQ
INVESCO QQQ TR
$46M63K2.3%05
VUG
VANGUARD INDEX FDS
$44M516K2.2%06
VTV
VANGUARD INDEX FDS
$39M181K2.0%07
AVGO
BROADCOM INC
$38M101K1.9%08
AMZN
AMAZON COM INC
$32M135K1.6%09
ITOT
ISHARES TR
$31M190K1.6%10
IWF
ISHARES TR
$31M247K1.5%

Filing history

2026Q2Jun 30
$2.0B▲ 15.1%
684 positionsView →2026Q1Mar 31
$1.7B▼ 2.9%
621 positionsView →2025Q4Dec 31
$1.8B▼ 2.9%
617 positionsView →2025Q3Sep 30
$1.8B▲ 7.0%
637 positionsView →2025Q2Jun 30
$1.7B▲ 48.1%
615 positionsLocked2025Q1Mar 31
$1.2B▼ 28.1%
504 positionsLocked2024Q4Dec 31
$1.6B▼ 1.4%
593 positionsLocked2024Q3Sep 30
$1.6B▲ 381.8%
624 positionsLocked2024Q2Jun 30
$340M▼ 72.5%
152 positionsLocked2024Q1Mar 31
$1.2B▼ 0.5%
556 positionsLocked2023Q4Dec 31
$1.2B▲ 26.3%
552 positionsLocked2023Q3Sep 30
$986M▼ 19.0%
499 positionsLocked
Showing 12 of 57