NWAM LLC
NWAM LLC reported 684 positions worth $2.00B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: MSFT (4.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MSFT | SH | $88.4M | 4.42% | 236,996 | — | — | |
| ▸ 2 | AAPL | SH | $79.4M | 3.97% | 274,282 | — | — | |
| ▸ 3 | NVDA | SH | $48.2M | 2.41% | 240,813 | — | — | |
| ▸ 4 | QQQ | SH | $46.1M | 2.30% | 62,615 | — | — | |
| ▸ 5 | VUG | SH | $44.4M | 2.22% | 515,743 | — | — | |
| ▸ 6 | VTV | SH | $39.4M | 1.97% | 180,719 | — | — | |
| ▸ 7 | AVGO | SH | $38.1M | 1.91% | 100,961 | — | — | |
| ▸ 8 | AMZN | SH | $32.1M | 1.61% | 134,748 | — | — | |
| ▸ 9 | ITOT | SH | $31.2M | 1.56% | 189,972 | — | — | |
| ▸ 10 | IWF | SH | $30.6M | 1.53% | 246,730 | — | — |
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Upgrade to ProRead the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does NWAM LLC hold as of Q2 2026?
NWAM LLC reported 684 positions worth $2.00B in its Q2 2026 13F filing. Largest positions: MSFT (4.4%), AAPL (4.0%), NVDA (2.4%), QQQ (2.3%) and VUG (2.2%).
What did NWAM LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did NWAM LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.