NWAM LLC
CIK 1655006
13F filing for Q2 2026・No. 1,640
- Holdings
- US$2B
- Quarter change
- +US$262.79M
- Entries
- 684
- Net bought (estimate)
- +US$93.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 94
- Sold out 31
- Cut 211
- Added 353
- Corporate actions 2
- Unchanged 26
Largest holdings
684 stocks worth US$2B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MSFTMicrosoftCOM | Added | 236,996 | US$88.4M | 4.42% |
| AAPLAppleCOM | Added | 274,282 | US$79.37M | 3.97% |
| NVDANvidiaCOM | Added | 240,813 | US$48.18M | 2.41% |
| QQQInvesco QQQUNIT SER 1 | Added | 62,615 | US$46.11M | 2.30% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 515,743 | US$44.43M | 2.22% |
| VANGUARD INDEX FDSVALUE ETF | Added | 180,719 | US$39.38M | 1.97% |
| AVGOBroadcomCOM | Added | 100,961 | US$38.14M | 1.91% |
| AMZNAmazonCOM | Cut | 134,748 | US$32.12M | 1.61% |
| ISHARES TRCORE S&P TTL STK | Added | 189,972 | US$31.21M | 1.56% |
| IWFISHARES TRRUS 1000 GRW ETF | AddedSplit 4:1 | 246,730 | US$30.64M | 1.53% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.