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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 3 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COWZ PACER FDS TR 101,524.0 $6.3M 0.32% +39K +61.1% $62.20 +15.5%
42 AMGN AMGEN INC Healthcare 16,081.0 $5.8M 0.29% +261.0 +1.6% $362.12 +21.6%
43 VWO VANGUARD INTL EQUITY INDEX F 97,196.0 $5.8M 0.29% +5K +5.9% $59.69 +1.6%
44 VOT VANGUARD INDEX FDS 18,865.0 $5.8M 0.29% +1K +7.3% $306.31 -0.4%
45 BIL SPDR SERIES TRUST 62,942.0 $5.8M 0.29% +41K +191.8% $91.64 -0.0%
46 HOOD ROBINHOOD MKTS INC Financial Services 54,562.0 $5.5M 0.27% +49K +865.0% $100.28 +8.2%
47 VSS VANGUARD INTL EQUITY INDEX F 34,344.0 $5.3M 0.27% +3K +9.9% $154.29 +4.0%
48 NEBIUS GROUP N.V. 18,791.0 $5.2M 0.26% +17K +788.0% $276.17
49 RTX RTX CORPORATION Industrials 27,340.0 $5.2M 0.26% +14K +111.6% $189.73 +11.7%
50 VRTX VERTEX PHARMACEUTICALS INC Healthcare 10,129.0 $5.0M 0.25% +5K +99.5% $496.72 +10.2%
51 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,167.0 $5.0M 0.25% +755.0 +17.1% $965.08 -12.3%
52 RSP INVESCO EXCHANGE TRADED FD T 23,017.0 $4.9M 0.24% +552.0 +2.5% $212.77 +4.4%
53 IWY ISHARES TR 16,681.0 $4.8M 0.24% +2K +17.3% $290.63 -2.1%
54 ADI ANALOG DEVICES INC Technology 11,235.0 $4.5M 0.22% +10K +756.3% $397.16 -6.4%
55 ISRG INTUITIVE SURGICAL INC Healthcare 10,412.0 $4.1M 0.21% +2K +20.6% $397.68 -6.9%
56 ETN EATON CORP PLC Industrials 9,663.0 $4.1M 0.21% +3K +54.4% $426.14 -1.6%
57 SGOV ISHARES TR 40,200.0 $4.0M 0.20% +30K +310.2% $100.67 -0.0%
58 V VISA INC Financial Services 11,631.0 $4.0M 0.20% +2K +18.1% $343.10 +11.9%
59 DFIC DIMENSIONAL ETF TRUST 105,160.0 $3.9M 0.20% +24K +29.2% $37.26 +5.9%
60 CVX CHEVRON CORPORATION Energy 23,553.0 $3.9M 0.20% +2K +11.5% $165.76 +20.8%
Page 3 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%