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Nwam

Latest statistics and disclosures from Nwam's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, NVDA, VUG, QQQ, and represent 17.06% of Nwam's stock portfolio.
Added to shares of these 10 stocks: UPS (+$5.5M), HON, HAL, ILF, SLB, GLDD, NIKL, CNR, SHLD, VXX.
Started 53 new stock positions in AXON, OPENL, ARKG, BTAL, SOLS, VXX, SIVR, PPA, UFO, VSGX.
Reduced shares in these 10 stocks: SPYM (-$7.2M), SAN, BLSH, DELL, GLD, AAPL, IVV, , SLV, BRK.A.
Sold out of its positions in ALB, OKLO, AMT, IBUY, RNA, BITF, HIMU, BEPC, CARR, CAVA.
Nwam was a net seller of stock by $-92M.
Nwam has $1.8B in assets under management (AUM), dropping by -2.88%.
Central Index Key (CIK): 0001655006

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Portfolio Holdings for Nwam

Nwam holds 617 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Nwam has 617 total positions. Only the first 250 positions are shown.

Sign up to view all of the Nwam Dec. 31, 2025 positions
Download the Nwam December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	6.4	$115M		243k	473.40	View chart
Apple (AAPL)	3.7	$66M	-5%	253k	259.15	View chart
NVIDIA Corporation (NVDA)	2.4	$43M	-5%	229k	186.48	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$42M	-2%	86k	487.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$41M		65k	621.58	View chart
Amazon (AMZN)	2.2	$39M		163k	238.01	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$35M		179k	193.70	View chart
Broadcom (AVGO)	1.6	$29M	-3%	89k	325.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.6	$29M	-2%	61k	472.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$29M	-12%	42k	691.03	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$24M		156k	151.61	View chart
Tesla Motors (TSLA)	1.2	$22M		49k	444.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$21M	-7%	42k	489.77	View chart
Costco Wholesale Corporation (COST)	1.1	$20M	-3%	21k	967.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$18M	+9%	231k	78.81	View chart
Exxon Mobil Corporation (XOM)	1.0	$17M	-4%	128k	133.33	View chart
Meta Platforms Cl A (META)	0.9	$17M	-5%	25k	672.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$16M		219k	74.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$16M	-20%	34k	462.66	View chart
Eli Lilly & Co. (LLY)	0.9	$16M	-4%	15k	1064.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$15M		241k	64.04	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.9	$15M	-15%	142k	107.47	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.8	$14M	-17%	98k	144.29	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$14M		353k	39.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$14M	-2%	42k	329.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$14M	-11%	41k	329.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$13M	+2%	133k	100.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$13M	-2%	88k	143.95	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$12M	+10%	251k	48.41	View chart
Boeing Company (BA)	0.7	$12M	+2%	50k	243.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$12M	+2%	17k	689.11	View chart
United Parcel Service CL B (UPS)	0.7	$12M	+86%	111k	106.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$12M	-7%	114k	102.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$11M	+10%	146k	77.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$11M		126k	89.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$11M		31k	340.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$10M		48k	211.74	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$9.8M		26k	379.51	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$9.6M	-27%	98k	98.24	View chart
Cameco Corporation (CCJ)	0.5	$9.5M	-3%	79k	120.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$9.5M	+4%	15k	634.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$9.3M		30k	315.82	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$9.0M	-4%	206k	43.43	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$8.8M	-2%	27k	332.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$8.6M	-3%	33k	265.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$8.5M	+9%	107k	79.73	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$8.4M	+12%	58k	146.03	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$8.4M		91k	92.34	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.5	$8.3M		72k	115.44	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.5	$8.2M	-21%	229k	35.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$7.9M		117k	67.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$7.9M	-2%	35k	222.98	View chart
Ge Vernova (GEV)	0.4	$7.8M	+8%	12k	665.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$7.5M		26k	292.12	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$7.4M	-2%	156k	47.57	View chart
Huntington Ingalls Inds (HII)	0.4	$7.4M		18k	413.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$7.4M	-2%	80k	92.54	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.4	$7.2M		142k	50.62	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$7.0M		98k	71.54	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$6.9M	+4%	77k	89.59	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$6.8M	-3%	38k	181.23	View chart
Honeywell International (HON)	0.4	$6.8M	+270%	31k	219.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$6.8M	+2%	237k	28.83	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$6.8M		91k	75.15	View chart
Agnico (AEM)	0.4	$6.8M	-2%	32k	215.41	View chart
Us Bancorp Del Com New (USB)	0.4	$6.8M		122k	55.83	View chart
JPMorgan Chase & Co. (JPM)	0.4	$6.7M	-11%	22k	304.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$6.3M		51k	124.76	View chart
Insmed Com Par $.01 (INSM)	0.3	$6.2M	-21%	39k	159.72	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$6.1M	+6%	52k	118.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$6.1M	-2%	28k	218.12	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$6.1M	-54%	74k	81.51	View chart
Amgen (AMGN)	0.3	$5.9M	+6%	17k	348.61	View chart
Goldman Sachs (GS)	0.3	$5.7M	-10%	6.1k	931.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$5.7M	+7%	40k	141.40	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$5.6M		11k	492.15	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.3	$5.5M	+4%	41k	132.67	View chart
Starbucks Corporation (SBUX)	0.3	$5.5M		59k	92.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$5.3M	-7%	106k	50.38	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$5.3M	-16%	73k	72.52	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$5.3M	+14%	47k	112.37	View chart
Micron Technology (MU)	0.3	$5.1M	-8%	13k	387.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$5.0M		90k	55.99	View chart
Johnson & Johnson (JNJ)	0.3	$5.0M	-18%	23k	215.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$5.0M	-27%	41k	124.31	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$5.0M		18k	280.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$5.0M	+3%	109k	45.54	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$5.0M		197k	25.30	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$4.8M	+5%	33k	146.95	View chart
Abbvie (ABBV)	0.3	$4.7M		21k	223.86	View chart
Paccar (PCAR)	0.3	$4.6M	-16%	38k	121.75	View chart
Freeport-mcmoran CL B (FCX)	0.3	$4.6M	+80%	75k	61.09	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.3	$4.6M		80k	56.89	View chart
Intuitive Surgical Com New (ISRG)	0.3	$4.5M		8.6k	528.81	View chart
Halliburton Company (HAL)	0.3	$4.5M	NEW	132k	34.15	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.3	$4.5M	NEW	128k	35.12	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$4.5M	+14%	16k	275.06	View chart
Procter & Gamble Company (PG)	0.2	$4.5M	-2%	30k	148.25	View chart
Palantir Technologies Cl A (PLTR)	0.2	$4.4M	-5%	26k	167.56	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.2	$4.4M		871k	5.02	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$4.3M		52k	83.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$4.2M		169k	25.10	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$4.2M	-21%	31k	136.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$4.2M	+9%	69k	60.47	View chart
Corning Incorporated (GLW)	0.2	$4.2M	-39%	44k	94.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.9M	-10%	20k	193.08	View chart
Peabody Energy (BTU)	0.2	$3.8M	+39%	106k	35.72	View chart
SLB Com Stk (SLB)	0.2	$3.7M	NEW	75k	49.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.6M	-10%	37k	97.04	View chart
Chevron Corporation (CVX)	0.2	$3.6M		22k	166.44	View chart
Qualcomm (QCOM)	0.2	$3.6M	-2%	23k	157.17	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$3.6M	+6%	47k	76.23	View chart
MercadoLibre (MELI)	0.2	$3.5M		1.6k	2212.48	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$3.5M		36k	96.39	View chart
Bank of America Corporation (BAC)	0.2	$3.5M	-2%	67k	52.27	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$3.5M	+2%	119k	29.28	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.2	$3.4M	-39%	62k	54.65	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$3.4M		2.4k	1398.17	View chart
Advanced Micro Devices (AMD)	0.2	$3.3M	-17%	14k	247.66	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$3.3M	+10%	29k	116.44	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$3.3M	+5%	57k	58.74	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$3.3M		30k	110.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.3M	-11%	101k	32.49	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$3.3M	+389%	43k	76.18	View chart
Great Lakes Dredge & Dock Corporation (GLDD)	0.2	$3.2M	NEW	218k	14.89	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.2M	-46%	64k	50.73	View chart
Sprott Fds Tr Nickel Miners Et (NIKL)	0.2	$3.2M	NEW	153k	20.59	View chart
Oracle Corporation (ORCL)	0.2	$3.2M	-13%	17k	188.65	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$3.1M		38k	82.86	View chart
Core Natural Resources Com Shs (CNR)	0.2	$3.1M	NEW	33k	95.63	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.0M	-11%	15k	199.82	View chart
Caterpillar (CAT)	0.2	$3.0M		5.0k	611.43	View chart
Visa Com Cl A (V)	0.2	$3.0M	-7%	9.1k	330.92	View chart
International Business Machines (IBM)	0.2	$3.0M	+7%	10k	296.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.9M	-19%	14k	216.77	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.9M		7.1k	410.43	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.2	$2.9M	+226%	55k	53.05	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$2.9M		81k	35.59	View chart
Edwards Lifesciences (EW)	0.2	$2.7M	+143%	32k	84.29	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$2.7M		70k	38.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.7M	-13%	53k	50.48	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.6M		10k	253.36	View chart
Spdr Series Trust State Street Spd (DGT)	0.1	$2.6M		15k	172.46	View chart
Opendoor Technologies (OPEN)	0.1	$2.6M		441k	5.87	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$2.6M		68k	38.30	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.6M		22k	120.18	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$2.5M	-4%	11k	224.18	View chart
At&t (T)	0.1	$2.5M	-10%	105k	23.51	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$2.5M	+9%	37k	67.65	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.5M		13k	191.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.4M		9.7k	251.89	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.4M		26k	94.94	View chart
Wal-Mart Stores (WMT)	0.1	$2.4M	-2%	21k	117.31	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.4M	-22%	52k	46.20	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.4M		5.0k	475.39	View chart
Danaher Corporation (DHR)	0.1	$2.4M		10k	236.67	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$2.4M		28k	85.48	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.1	$2.3M	-6%	49k	47.63	View chart
Natera (NTRA)	0.1	$2.3M		9.7k	241.39	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$2.3M	-58%	44k	53.41	View chart
Home Depot (HD)	0.1	$2.3M	-2%	6.1k	376.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$2.3M	-12%	17k	137.87	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$2.3M	+149%	47k	48.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.3M	-49%	11k	203.08	View chart
UnitedHealth (UNH)	0.1	$2.3M		6.5k	351.38	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$2.3M	+141%	27k	82.78	View chart
Barclays Bank Ipath S&p 500 Sh (VXX)	0.1	$2.3M	NEW	85k	26.57	View chart
Netflix (NFLX)	0.1	$2.2M	+357%	26k	86.03	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.2M	-10%	2.9k	759.55	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.2M	-20%	3.5k	625.03	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$2.2M	+10%	24k	91.59	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.2M		9.6k	226.81	View chart
Eaton Corp SHS (ETN)	0.1	$2.2M	+4%	6.6k	329.96	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$2.1M	+3%	66k	32.54	View chart
Procure Etf Trust Ii Space Etf (UFO)	0.1	$2.1M	NEW	47k	45.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.1M		25k	82.96	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$2.1M	+15%	50k	41.55	View chart
Waste Management (WM)	0.1	$2.1M	+49%	8.9k	229.53	View chart
Coca-Cola Company (KO)	0.1	$2.1M	+6%	28k	72.33	View chart
Ge Aerospace Com New (GE)	0.1	$2.0M	-22%	6.8k	296.44	View chart
Coinbase Global Com Cl A (COIN)	0.1	$2.0M	-51%	9.2k	219.90	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.0M	+5%	26k	77.44	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$2.0M	+11%	16k	122.21	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$1.9M	+5%	70k	27.48	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.9M	-4%	13k	147.14	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.9M		17k	110.50	View chart
Abbott Laboratories (ABT)	0.1	$1.9M	-36%	16k	119.22	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.8M	-38%	5.4k	343.61	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$1.8M		20k	91.30	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.8M	-6%	48k	38.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.8M		10k	181.53	View chart
Gilead Sciences (GILD)	0.1	$1.8M	-6%	13k	135.74	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$1.8M	+3%	33k	54.43	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.8M		22k	80.76	View chart
Automatic Data Processing (ADP)	0.1	$1.8M	-2%	6.8k	257.89	View chart
Applied Materials (AMAT)	0.1	$1.7M	-10%	6.2k	280.57	View chart
Union Pacific Corporation (UNP)	0.1	$1.7M	-3%	7.4k	231.00	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$1.7M	-4%	15k	115.34	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.7M		3.6k	468.31	View chart
Verizon Communications (VZ)	0.1	$1.7M	-7%	42k	39.69	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.7M		48k	34.72	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.6M		28k	58.94	View chart
Medtronic SHS (MDT)	0.1	$1.6M	+17%	16k	100.48	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.6M		4.5k	355.15	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.1	$1.6M	NEW	26k	61.26	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.6M	-59%	9.6k	164.38	View chart
McDonald's Corporation (MCD)	0.1	$1.6M		5.0k	311.91	View chart
Sofi Technologies (SOFI)	0.1	$1.6M	+3%	61k	25.81	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.6M	-41%	9.9k	158.10	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.6M		23k	68.36	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.5M	-10%	8.4k	183.37	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$1.5M	-61%	13k	117.77	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.5M	+4%	25k	59.85	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.5M	-34%	14k	107.40	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.5M	-13%	16k	93.17	View chart
Pepsi (PEP)	0.1	$1.5M		10k	144.83	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$1.5M	+5%	15k	97.90	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.5M	+7%	34k	44.61	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.5M	-29%	15k	100.06	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.5M	-2%	1.6k	925.95	View chart
Lowe's Companies (LOW)	0.1	$1.5M		5.6k	260.89	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$1.5M		70k	20.84	View chart
Dimensional Etf Trust International (DFSI)	0.1	$1.4M	-5%	34k	42.85	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.4M	+9%	28k	51.21	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.4M		7.3k	195.85	View chart
Cisco Systems (CSCO)	0.1	$1.4M	-2%	19k	77.02	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.4M		12k	119.18	View chart
Heritage Financial Corporation (HFWA)	0.1	$1.4M		53k	26.35	View chart
Emerson Electric (EMR)	0.1	$1.4M		9.8k	141.09	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.4M	+101%	2.2k	622.99	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$1.4M		59k	23.09	View chart
Newmont Mining Corporation (NEM)	0.1	$1.4M	+45%	11k	125.67	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$1.3M	-65%	22k	61.25	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.3M	-2%	27k	48.80	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.3M	+8%	1.7k	762.92	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.3M	-45%	56k	23.44	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$1.3M	+728%	26k	50.03	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.3M	+100%	15k	87.51	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.3M		9.7k	133.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.3M		18k	71.57	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$1.2M		26k	48.32	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.2M	+8%	41k	30.33	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.2M		12k	105.16	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$1.2M		22k	55.61	View chart
Intel Corporation (INTC)	0.1	$1.2M	-9%	30k	40.71	View chart
Cummins (CMI)	0.1	$1.2M	-7%	2.1k	569.89	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.2M	-5%	18k	69.57	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$1.2M	+5%	36k	33.88	View chart
Cadence Design Systems (CDNS)	0.1	$1.2M	-16%	3.8k	322.02	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.2M	+19%	27k	44.93	View chart

Past Filings by Nwam

SEC 13F filings are viewable for Nwam going back to 2015

Nwam 2025 Q4 filed Feb. 4, 2026
Nwam 2025 Q3 restated filed Feb. 4, 2026
Nwam 2025 Q2 restated filed Feb. 4, 2026
Nwam 2025 Q3 filed Oct. 28, 2025
Nwam 2025 Q2 filed Aug. 7, 2025
Nwam 2025 Q1 filed May 5, 2025
Nwam 2024 Q4 filed Feb. 5, 2025
Nwam 2024 Q3 filed Nov. 12, 2024
Nwam 2024 Q2 filed July 24, 2024
Nwam 2024 Q1 filed May 9, 2024
Nwam 2023 Q4 filed Feb. 14, 2024
Nwam 2023 Q3 filed Nov. 1, 2023
Nwam 2023 Q2 filed Aug. 10, 2023
Nwam 2023 Q1 filed May 12, 2023
Nwam 2022 Q4 filed Feb. 8, 2023
Nwam 2022 Q3 filed Nov. 14, 2022

View all past filings

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