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Portfolio (Quarterly) Guide ↗

NWAM LLC

· CIK 0001655006
13F Portfolio $1.8B AUM 637 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 52 New 207 Added 260 Reduced 30 Exited
Page 6 of 32  ·  637 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BERKSHIRE HATHAWAY INC DEL 6.0 $4.4M 0.24% $740600.00
102 PCAR PACCAR INC Industrials 45,227.0 $4.4M 0.24% $97.50 +22.2%
103 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 43,859.0 $4.4M 0.24% -397.0 -0.9% $99.71 -45.1%
104 QUAL ISHARES TR 22,152.0 $4.3M 0.23% -535.0 -2.4% $195.53 +10.6%
105 IMCG ISHARES TR 51,933.0 $4.3M 0.23% $82.63 +17.7%
106 RSP INVESCO EXCHANGE TRADED FD T 22,465.0 $4.3M 0.23% -3K -10.7% $189.73 +10.8%
107 BLSH BULLISH Technology 71,255.0 $4.2M 0.23% NEW $58.76 -59.0%
108 AIRR FIRST TR EXCHANGE TRADED FD 41,199.0 $4.0M 0.22% -19K -31.3% $97.57 +33.9%
109 ISRG INTUITIVE SURGICAL INC Healthcare 8,636.0 $4.0M 0.21% $458.47 -11.2%
110 XLC SELECT SECTOR SPDR TR 34,049.0 $4.0M 0.21% -823.0 -2.4% $116.24 -5.6%
111 SCHF SCHWAB STRATEGIC TR 166,631.0 $4.0M 0.21% -6K -3.6% $23.72 +19.1%
112 IWY ISHARES TR 14,226.0 $3.9M 0.21% +890.0 +6.7% $276.04 +4.6%
113 EFA ISHARES TR 41,632.0 $3.9M 0.21% +1K +3.5% $93.97 +11.1%
114 QCOM QUALCOMM INC Technology 23,402.0 $3.9M 0.21% -1K -5.9% $166.93 +35.6%
115 AMD ADVANCED MICRO DEVICES INC Technology 16,407.0 $3.8M 0.21% $234.05 +128.0%
116 SAN BANCO SANTANDER S.A. Financial Services 382,714.0 $3.8M 0.20% -181K -32.1% $9.87 +37.4%
117 FVD FIRST TR EXCHANGE-TRADED FD 81,938.0 $3.8M 0.20% +2K +2.2% $46.07 +2.8%
118 DYNF BLACKROCK ETF TRUST 62,499.0 $3.7M 0.20% +13K +25.4% $59.48 +14.0%
119 SCHG SCHWAB STRATEGIC TR 115,004.0 $3.7M 0.20% -1K -1.2% $32.22 +5.2%
120 XLI SELECT SECTOR SPDR TR 23,840.0 $3.7M 0.20% $153.52 +17.9%
Page 6 of 32  ·  637 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 39.7%
Financial Services 17.8%
Healthcare 9.8%
Consumer Cyclical 8.3%
Industrials 6.9%
Communication Services 6.3%
Consumer Defensive 4.0%
Energy 3.7%
Basic Materials 1.5%
Utilities 1.3%