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Portfolio (Quarterly) Guide ↗

NWAM LLC

· CIK 0001655006
13F Portfolio $2.0B AUM 684 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q3 2025 · All 146 New 265 Added 253 Reduced 99 Exited
Page 1 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 274,282.0 $79.4M 3.97% +6K +2.3% $289.36 +8.3%
2 VUG VANGUARD INDEX FDS 515,743.0 $44.4M 2.22% +428K +485.3% $86.14 +1.5%
3 AVGO BROADCOM INC Technology 100,961.0 $38.1M 1.91% +9K +9.9% $377.75 -5.9%
4 ITOT ISHARES TR 189,972.0 $31.2M 1.56% +34K +21.7% $164.27 +2.2%
5 IWF ISHARES TR 246,730.0 $30.6M 1.53% +184K +295.3% $124.17 -1.9%
6 GOOG ALPHABET INC 71,023.0 $25.1M 1.25% +28K +65.3% $353.33
7 GOOGL ALPHABET INC Communication Services 52,954.0 $18.9M 0.95% +6K +13.7% $357.37 -4.3%
8 LLY ELI LILLY & CO Healthcare 15,632.0 $18.7M 0.94% +339.0 +2.2% $1199.40 -0.8%
9 BSV VANGUARD BD INDEX FDS 223,731.0 $17.4M 0.87% +13K +6.2% $77.91 -0.3%
10 AVUV AMERICAN CENTY ETF TR 137,469.0 $17.2M 0.86% +14K +11.8% $124.76 +0.8%
11 DFAC DIMENSIONAL ETF TRUST 367,649.0 $16.3M 0.81% +14K +4.0% $44.36 +2.8%
12 SPY STATE STR SPDR S&P 500 ETF T Financial Services 21,281.0 $15.9M 0.79% +4K +26.5% $746.78 +2.6%
13 AGG ISHARES TR 155,802.0 $15.4M 0.77% +25K +19.6% $98.98 -1.1%
14 BIV VANGUARD BD INDEX FDS 190,646.0 $14.6M 0.73% +58K +43.8% $76.70 -1.2%
15 VTI VANGUARD INDEX FDS 35,025.0 $13.0M 0.65% +4K +12.8% $370.04 +2.2%
16 IWD ISHARES TR 51,908.0 $12.6M 0.63% +5K +9.8% $242.43 +6.6%
17 BNDX VANGUARD CHARLOTTE FDS 247,762.0 $12.0M 0.60% +21K +9.1% $48.43 -1.3%
18 PG PROCTER & GAMBLE CO Consumer Defensive 77,827.0 $11.4M 0.57% +47K +152.5% $146.64 -1.1%
19 XLK SELECT SECTOR SPDR TR 57,859.0 $11.0M 0.55% +6K +12.1% $190.52 -4.0%
20 IJH ISHARES TR 138,603.0 $10.7M 0.53% +22K +19.1% $77.11 -0.6%
Page 1 of 14  ·  265 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.1%
Financial Services 16.8%
Industrials 10.8%
Healthcare 9.2%
Consumer Cyclical 7.7%
Consumer Defensive 4.8%
Communication Services 3.7%
Energy 2.9%
Basic Materials 2.3%
Utilities 1.9%