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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 5 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DGT SPDR SERIES TRUST 15,123.0 $2.8M 0.14% +92.0 +0.6% $184.79 +3.2%
82 ACWX ISHARES TR 36,683.0 $2.8M 0.14% +25K +205.1% $76.11 +2.1%
83 XLP SELECT SECTOR SPDR TR 33,533.0 $2.8M 0.14% +22K +195.5% $83.07 +2.6%
84 DFGP DIMENSIONAL ETF TRUST 50,162.0 $2.7M 0.14% +19K +58.6% $54.46 -1.8%
85 AVUS AMERICAN CENTY ETF TR 21,303.0 $2.7M 0.14% +6K +39.0% $128.08 +1.9%
86 MRK MERCK & CO INC Healthcare 20,971.0 $2.7M 0.14% +10K +97.2% $128.50 +17.4%
87 BTU PEABODY ENGR CORP Energy 112,808.0 $2.6M 0.13% +37K +48.6% $23.12 +21.9%
88 PANW PALO ALTO NETWORKS INC Technology 7,541.0 $2.6M 0.13% +4K +103.0% $341.01 +10.8%
89 DIHP DIMENSIONAL ETF TRUST 75,048.0 $2.6M 0.13% +12K +18.3% $34.13 +3.8%
90 AVDE AMERICAN CENTY ETF TR 28,637.0 $2.6M 0.13% +1K +5.5% $89.20 +5.3%
91 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 49,145.0 $2.5M 0.12% +5K +12.1% $51.05 +35.4%
92 VWOB VANGUARD WHITEHALL FDS 37,071.0 $2.5M 0.12% +4K +10.8% $67.24 -1.6%
93 GLDM WORLD GOLD TR Financial Services 30,743.0 $2.4M 0.12% +10K +47.2% $79.42 +13.9%
94 CSCO CISCO SYS INC Technology 20,513.0 $2.4M 0.12% +1K +7.8% $117.46 -4.4%
95 URI UNITED RENTALS INC Industrials 2,071.0 $2.3M 0.12% +2K +609.2% $1132.89 -8.1%
96 FREL FIDELITY COVINGTON TRUST 79,063.0 $2.3M 0.12% +12K +18.6% $29.30 +1.5%
97 DFIP DIMENSIONAL ETF TRUST 56,035.0 $2.3M 0.12% +13K +29.6% $41.25 -2.0%
98 DFEM DIMENSIONAL ETF TRUST 56,756.0 $2.3M 0.12% +9K +19.4% $40.64 -0.7%
99 ADP AUTOMATIC DATA PROCESSING IN Industrials 10,262.0 $2.3M 0.12% +3K +46.8% $223.96 +26.7%
100 VYMI VANGUARD WHITEHALL FDS 23,273.0 $2.3M 0.11% +3K +17.2% $98.20 +6.7%
Page 5 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%