13F Insight
DOSSIER · 13F-HR · Q1 2026

NWAM LLC

$1.7B in tracked AUM across 621 positions as of Q1 2026.

NL
CIK 0001655006 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
621
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$1.2B▲ 23.4%
535 positionsLocked
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