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Filers›Hedge Fund›NWAM LLC
DOSSIER · 13F-HR · Q1 2026

NWAM LLC

NWAM's hedge fund based in San Francisco, CA — $1.7B in tracked AUM across 621 positions as of Q1 2026.

N
NWAM·San Francisco, CA·Hedge Fund
CIK 0001655006 · last filed Mar 31, 2026
Total AUM
$1.7B
▲ 14.0%
vs prior
Holdings
621
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

NWAM LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$85M230K4.9%
02
AAPL
APPLE INC
$65M256K3.7%
03
NVDA
NVIDIA CORPORATION
$42M240K2.4%
04
VUG
VANGUARD INDEX FDS
$38M87K2.2%
05
VTV
VANGUARD INDEX FDS
$35M177K2.0%
06
QQQ
INVESCO QQQ TR
$34M59K2.0%
07
AVGO
BROADCOM INC
$30M98K1.7%
08
AMZN
AMAZON COM INC
$30M142K1.7%
09
ITOT
ISHARES TR
$27M187K1.5%
10
IWF
ISHARES TR
$26M60K1.5%

Filing history

Filing history loading…
AI Agent · grounded in NWAM
haiku-4-5 · 621 positions indexed
Sector mix
  • Tech12%
  • Health Care12%
  • Cons. Disc.27%
  • Communications51%
  • Industrials7%
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