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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 13  ·  253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLOK AMPLIFY ETF TR 78,053.0 $4.9M 0.24% -3K -3.5% $62.63 +3.0%
42 IMCG ISHARES TR 49,612.0 $4.9M 0.24% -2K -4.5% $98.30 +0.2%
43 AMAT APPLIED MATLS INC Technology 6,721.0 $4.9M 0.24% -138.0 -2.0% $723.03 -34.3%
44 PCAR PACCAR INC Industrials 40,120.0 $4.8M 0.24% -5K -11.3% $120.12 +5.7%
45 VTEB VANGUARD MUN BD FDS 92,056.0 $4.7M 0.23% -22K -19.6% $50.58 -2.1%
46 IEMG ISHARES INC 56,100.0 $4.6M 0.23% -32K -36.0% $82.84 -0.9%
47 QUAL ISHARES TR 20,702.0 $4.5M 0.23% -1K -6.5% $219.43 +2.0%
48 INTC INTEL CORP Technology 31,589.0 $4.4M 0.22% -2K -4.8% $139.63 -35.1%
49 QCOM QUALCOMM INC Technology 22,523.0 $4.2M 0.21% -879.0 -3.8% $184.79 -11.5%
50 SLV ISHARES SILVER TR Financial Services 74,884.0 $4.0M 0.20% -61K -44.8% $53.47 +15.2%
51 EFA ISHARES TR 35,997.0 $3.7M 0.19% -6K -13.5% $103.88 +3.6%
52 SCHF SCHWAB STRATEGIC TR 130,345.0 $3.6M 0.18% -36K -21.8% $27.70 +2.3%
53 SAN BANCO SANTANDER SA Financial Services 248,251.0 $3.4M 0.17% -134K -35.1% $13.80 +5.7%
54 SCHG SCHWAB STRATEGIC TR 99,432.0 $3.4M 0.17% -16K -13.5% $33.84 +5.6%
55 IVE ISHARES TR 14,562.0 $3.3M 0.17% -2K -13.0% $227.06 +4.1%
56 EMB ISHARES TR 33,929.0 $3.3M 0.16% -3K -7.3% $96.44 -1.3%
57 J P MORGAN EXCHANGE TRADED F 64,171.0 $3.2M 0.16% -56K -46.6% $50.57
58 SPTS SPDR SERIES TRUST 110,404.0 $3.2M 0.16% -6K -4.8% $29.01 -0.1%
59 QQQM INVESCO EXCH TRADED FD TR II 10,174.0 $3.1M 0.15% -224.0 -2.1% $302.97 -2.4%
60 LRCX LAM RESEARCH CORP Technology 6,751.0 $2.9M 0.15% -1K -15.9% $433.35 -27.3%
Page 3 of 13  ·  253 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%