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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 9 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DGT SPDR SERIES TRUST 15,123.0 $2.8M 0.14% +92.0 +0.6% $184.79 +3.3%
162 ACWX ISHARES TR 36,683.0 $2.8M 0.14% +25K +205.1% $76.11 +2.2%
163 XLP SELECT SECTOR SPDR TR 33,533.0 $2.8M 0.14% +22K +195.5% $83.07 +2.8%
164 DFGP DIMENSIONAL ETF TRUST 50,162.0 $2.7M 0.14% +19K +58.6% $54.46 -1.8%
165 AVUS AMERICAN CENTY ETF TR 21,303.0 $2.7M 0.14% +6K +39.0% $128.08 +2.0%
166 MRK MERCK & CO INC Healthcare 20,971.0 $2.7M 0.14% +10K +97.2% $128.50 +17.8%
167 ORCL ORACLE CORP Technology 18,334.0 $2.7M 0.13% -967.0 -5.0% $146.55 +2.0%
168 FBND FIDELITY MERRIMACK STR TR 58,585.0 $2.7M 0.13% -9K -13.3% $45.49 -0.8%
169 MELI MERCADOLIBRE INC Consumer Cyclical 1,563.0 $2.7M 0.13% -37.0 -2.3% $1697.28 +14.5%
170 BTU PEABODY ENGR CORP Energy 112,808.0 $2.6M 0.13% +37K +48.6% $23.12 +21.6%
171 SLB SLB LIMITED Energy 55,623.0 $2.6M 0.13% NEW $46.49 +15.4%
172 PANW PALO ALTO NETWORKS INC Technology 7,541.0 $2.6M 0.13% +4K +103.0% $341.01 +10.1%
173 DIHP DIMENSIONAL ETF TRUST 75,048.0 $2.6M 0.13% +12K +18.3% $34.13 +3.9%
174 SHY ISHARES TR 31,155.0 $2.6M 0.13% -7K -18.3% $82.11 -0.1%
175 AVDE AMERICAN CENTY ETF TR 28,637.0 $2.6M 0.13% +1K +5.5% $89.20 +5.4%
176 XLF SELECT SECTOR SPDR TR 47,303.0 $2.5M 0.13% -57K -54.7% $53.61 +8.1%
177 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 49,145.0 $2.5M 0.12% +5K +12.1% $51.05 +36.7%
178 VWOB VANGUARD WHITEHALL FDS 37,071.0 $2.5M 0.12% +4K +10.8% $67.24 -1.5%
179 PLTR PALANTIR TECHNOLOGIES INC Technology 21,270.0 $2.5M 0.12% -6K -23.1% $116.67 +58.5%
180 DFUS DIMENSIONAL ETF TRUST 30,163.0 $2.5M 0.12% NEW $81.94 +2.6%
Page 9 of 35  ·  684 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%