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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, VTV, and represent 22.26% of Nwam's stock portfolio.
Added to shares of these 10 stocks: MSFT (+$30M), VUG (+$21M), VTV (+$21M), IWF (+$15M), IWD (+$8.3M), CRSP (+$5.6M), HII (+$5.2M), IJH, Bullish, VBR.
Started 57 new stock positions in FDRR, FETH, FDMO, INTU, HIMU, OKLO, Blackrock Etf Trust, IGSB, RY, NUE.
Reduced shares in these 10 stocks: SAN (-$5.4M), SDY, , NOW, BUG, URI, BRK.B, ETN, LRCX, AIRR.
Sold out of its positions in AFG, APP, BSX, LNG, NET, CGTX, DAL, ENVX, FELC, FDEV.
Nwam was a net buyer of stock by $111M.
Nwam has $1.4B in assets under management (AUM), dropping by 15.73%.
Central Index Key (CIK): 0001655006

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Portfolio Holdings for Nwam

Nwam holds 561 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Nwam has 561 total positions. Only the first 250 positions are shown.

Sign up to view all of the Nwam Sept. 30, 2025 positions
Download the Nwam September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	9.0	$128M	+30%	246k	519.93	View chart
Apple (AAPL)	4.9	$69M		268k	257.67	View chart
NVIDIA Corporation (NVDA)	3.1	$44M	-2%	243k	181.37	View chart
Vanguard Index Fds Growth Etf (VUG)	3.0	$42M	+103%	88k	480.24	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$34M	+169%	181k	186.55	View chart
Amazon (AMZN)	2.3	$33M	-3%	153k	217.95	View chart
Broadcom (AVGO)	2.2	$31M	-4%	92k	340.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.1	$29M	+102%	62k	468.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$25M	+2%	42k	605.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$23M	-12%	46k	495.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.6	$23M		156k	145.93	View chart
Costco Wholesale Corporation (COST)	1.5	$21M		22k	943.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$19M		28k	671.16	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$16M	+5%	43k	376.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$13M	+16%	131k	101.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$12M		155k	78.91	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.8	$11M	-9%	153k	72.95	View chart
Boeing Company (BA)	0.7	$10M	-8%	48k	216.38	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.7	$10M	-13%	108k	95.00	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$9.8M	+4%	254k	38.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$9.6M	+610%	47k	203.69	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$9.6M		97k	99.53	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$9.1M	+5%	215k	42.47	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.6	$8.2M	+2%	72k	114.08	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.6	$8.2M	-14%	874k	9.35	View chart
Tesla Motors (TSLA)	0.6	$8.1M	+8%	18k	438.97	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$8.1M	+4%	103k	78.09	View chart
Insmed Com Par $.01 (INSM)	0.6	$7.9M		49k	160.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$7.6M	+132%	116k	65.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$7.5M	+3%	101k	74.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$7.3M	-4%	22k	328.89	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.5	$7.1M	-8%	140k	50.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$7.1M	-8%	23k	307.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$7.0M	-4%	79k	87.88	View chart
Cameco Corporation (CCJ)	0.5	$6.9M		82k	83.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$6.8M	-9%	11k	613.95	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.5	$6.8M	+455%	102k	66.52	View chart
Vertiv Holdings Com Cl A (VRT)	0.5	$6.7M		39k	171.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$6.6M	+2%	134k	49.46	View chart
Netflix (NFLX)	0.4	$6.4M	-5%	5.7k	1117.80	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$6.4M	-3%	39k	161.93	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.4	$6.3M		71k	88.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$6.3M	+3%	103k	60.71	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$6.1M		74k	83.49	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$6.1M		120k	50.74	View chart
Corning Incorporated (GLW)	0.4	$6.1M		72k	84.13	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$6.1M	-4%	90k	67.44	View chart
Ge Vernova (GEV)	0.4	$6.1M	-3%	11k	576.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$6.0M	-4%	21k	293.75	View chart
JPMorgan Chase & Co. (JPM)	0.4	$6.0M		20k	294.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$6.0M	+81%	50k	118.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$6.0M	+116%	29k	208.19	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$5.8M	+2%	87k	67.05	View chart
Us Bancorp Del Com New (USB)	0.4	$5.7M		121k	47.33	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$5.5M		105k	52.43	View chart
Johnson & Johnson (JNJ)	0.4	$5.5M	+106%	29k	190.40	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.4	$5.4M	-3%	81k	67.04	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$5.4M		49k	111.52	View chart
Agnico (AEM)	0.4	$5.2M		32k	163.50	View chart
Huntington Ingalls Inds (HII)	0.4	$5.2M	NEW	18k	283.64	View chart
Starbucks Corporation (SBUX)	0.4	$5.1M	+45%	60k	85.20	View chart
Goldman Sachs (GS)	0.4	$5.1M	-5%	6.8k	744.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$4.9M	-2%	183k	26.99	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.3	$4.9M	+91%	40k	124.47	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$4.8M		36k	133.17	View chart
Abbvie (ABBV)	0.3	$4.8M		21k	229.83	View chart
Coinbase Global Com Cl A (COIN)	0.3	$4.8M	+21%	15k	320.34	View chart
Amgen (AMGN)	0.3	$4.7M	+10%	16k	295.98	View chart
Palantir Technologies Cl A (PLTR)	0.3	$4.7M	-6%	27k	175.49	View chart
Procter & Gamble Company (PG)	0.3	$4.7M	+21%	31k	152.49	View chart
Intuitive Surgical Com New (ISRG)	0.3	$4.6M		8.6k	527.03	View chart
Paccar (PCAR)	0.3	$4.5M	+2%	45k	99.76	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$4.5M		9.7k	465.80	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$4.4M		6.00	736752.00	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$4.3M		52k	82.06	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$4.2M		42k	99.81	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$4.2M		157k	26.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.2M		16k	254.09	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$4.1M		13k	326.36	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$3.9M		13k	293.79	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$3.9M	-31%	41k	95.07	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$3.9M		50k	78.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$3.8M	-3%	5.7k	666.18	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$3.8M	+2%	82k	46.10	View chart
Bullish Ord Shs	0.3	$3.8M	NEW	71k	52.63	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$3.7M	+25%	63k	59.06	View chart
Advanced Micro Devices (AMD)	0.3	$3.7M	-3%	16k	224.61	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$3.7M		24k	152.87	View chart
Leidos Holdings (LDOS)	0.3	$3.6M	+793%	19k	188.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.5M	+3%	65k	54.51	View chart
Bank of America Corporation (BAC)	0.2	$3.5M	-4%	69k	51.14	View chart
Honeywell International (HON)	0.2	$3.5M	-26%	17k	206.61	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.2	$3.4M	+2%	116k	29.39	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$3.4M	+4%	12k	289.94	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$3.4M	+2%	30k	112.19	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$3.4M	-4%	16k	208.01	View chart
MercadoLibre (MELI)	0.2	$3.4M		1.6k	2095.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.3M		66k	50.07	View chart
Abbott Laboratories (ABT)	0.2	$3.2M	+6%	25k	130.40	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$3.2M	+36%	68k	46.82	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$3.2M	+34%	38k	83.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$3.2M	+6%	34k	92.22	View chart
Chevron Corporation (CVX)	0.2	$3.1M	-2%	20k	155.57	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.2	$3.0M	+128%	97k	31.26	View chart
At&t (T)	0.2	$3.0M	+2%	117k	25.67	View chart
Opendoor Technologies (OPEN)	0.2	$3.0M	-22%	441k	6.82	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$3.0M		51k	58.89	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.2	$3.0M	-2%	53k	56.80	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$2.9M		26k	113.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.9M	+2%	7.2k	404.26	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.9M	NEW	58k	50.39	View chart
Visa Com Cl A (V)	0.2	$2.9M	-3%	8.3k	345.38	View chart
Fidelity Ethereum SHS (FETH)	0.2	$2.8M	NEW	75k	37.95	View chart
Arista Networks Com Shs (ANET)	0.2	$2.8M	-12%	19k	146.59	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.8M		29k	95.19	View chart
Micron Technology (MU)	0.2	$2.8M	-7%	14k	197.69	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.7M	+5%	8.2k	334.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.7M		85k	32.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.7M	+4%	29k	93.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.7M	+31%	18k	145.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.5M		12k	215.79	View chart
Oracle Corporation (ORCL)	0.2	$2.5M		8.8k	281.25	View chart
Spdr Series Trust Glb Dow Etf (DGT)	0.2	$2.5M		15k	164.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.5M		34k	72.30	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$2.5M	-9%	36k	68.14	View chart
Home Depot (HD)	0.2	$2.5M	+18%	6.2k	392.68	View chart
Caterpillar (CAT)	0.2	$2.5M	+79%	4.9k	499.43	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$2.4M	+9%	2.4k	1009.60	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$2.4M	+19%	103k	23.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.4M		9.9k	243.55	View chart
Peabody Energy (BTU)	0.2	$2.4M	NEW	85k	28.32	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.4M	-17%	25k	94.88	View chart
UnitedHealth (UNH)	0.2	$2.4M	+28%	6.5k	361.30	View chart
Ge Aerospace Com New (GE)	0.2	$2.3M	-3%	7.8k	297.89	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.3M		9.4k	247.12	View chart
Eaton Corp SHS (ETN)	0.2	$2.3M	-58%	6.3k	362.98	View chart
Wal-Mart Stores (WMT)	0.2	$2.3M		21k	106.93	View chart
International Business Machines (IBM)	0.2	$2.2M	-3%	7.7k	287.50	View chart
Danaher Corporation (DHR)	0.2	$2.2M		10k	217.97	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.2M	-5%	2.9k	752.49	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.1M	-7%	25k	86.20	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.0M		4.8k	426.44	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$2.0M		26k	79.01	View chart
Automatic Data Processing (ADP)	0.1	$2.0M		7.0k	286.77	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.0M		18k	110.87	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$2.0M		22k	91.66	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$2.0M		22k	89.77	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.0M		45k	43.33	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$1.9M	+28%	25k	76.24	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$1.9M	+3%	67k	28.01	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$1.9M	+117%	32k	57.74	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$1.8M	+21%	12k	150.85	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.8M	-6%	52k	35.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.8M		7.5k	243.10	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.8M	+5%	43k	42.23	View chart
Natera (NTRA)	0.1	$1.8M		9.7k	188.02	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$1.8M	+69%	21k	84.98	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.8M		13k	142.41	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.8M	+2%	10k	176.81	View chart
Union Pacific Corporation (UNP)	0.1	$1.8M	+28%	7.7k	228.18	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$1.8M	+61%	32k	55.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.7M	-9%	3.5k	500.08	View chart
Coca-Cola Company (KO)	0.1	$1.7M		24k	70.81	View chart
Verizon Communications (VZ)	0.1	$1.7M	+2%	43k	39.80	View chart
Gilead Sciences (GILD)	0.1	$1.7M	+6%	14k	120.14	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.7M	-5%	37k	46.61	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.7M	+12%	21k	81.20	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$1.7M		15k	108.40	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$1.6M		14k	120.98	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.6M	+25%	9.4k	174.00	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.6M	-5%	15k	107.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.6M	-2%	6.6k	241.96	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.6M	-32%	31k	50.97	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.6M	+99%	34k	47.14	View chart
Grail (GRAL)	0.1	$1.6M	-4%	20k	79.76	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.6M		5.6k	278.28	View chart
Sofi Technologies (SOFI)	0.1	$1.5M	-10%	56k	27.17	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.1	$1.5M		65k	23.09	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.5M	+2%	13k	113.51	View chart
Cadence Design Systems (CDNS)	0.1	$1.5M	-22%	4.5k	330.51	View chart
Stryker Corporation (SYK)	0.1	$1.5M	+57%	3.8k	387.61	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.5M	-13%	32k	47.11	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.5M	+9%	39k	37.77	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.5M		24k	60.54	View chart
Applied Materials (AMAT)	0.1	$1.5M	-36%	6.9k	211.73	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$1.5M	-3%	69k	20.96	View chart
Dimensional Etf Trust International (DFSI)	0.1	$1.5M	-4%	35k	40.95	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.4M	+2%	9.9k	142.23	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$1.4M		21k	67.57	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.4M	+3%	13k	112.75	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.4M		12k	120.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.4M		9.9k	141.26	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.4M		7.4k	185.53	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.4M	+2%	28k	48.96	View chart
Eli Lilly & Co. (LLY)	0.1	$1.4M	+4%	1.8k	763.18	View chart
Cisco Systems (CSCO)	0.1	$1.3M	-10%	19k	69.80	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.3M		26k	51.20	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$1.3M	+11%	35k	37.74	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$1.3M	+19%	25k	51.70	View chart
Waste Management (WM)	0.1	$1.3M	-15%	6.0k	216.93	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.3M		16k	81.19	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$1.3M	+2%	22k	58.37	View chart
Emerson Electric (EMR)	0.1	$1.3M	+85%	9.8k	130.64	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.3M		12k	106.78	View chart
Valkyrie Etf Trust Ii Coinshares Bitcn (WGMI)	0.1	$1.3M	+9%	29k	44.24	View chart
Heritage Financial Corporation (HFWA)	0.1	$1.2M		54k	22.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.2M	+15%	16k	77.28	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.2M	-27%	18k	68.25	View chart
Intel Corporation (INTC)	0.1	$1.2M	+69%	33k	35.95	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.2M		17k	70.85	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$1.2M		34k	34.03	View chart
Uber Technologies (UBER)	0.1	$1.2M	-5%	13k	92.62	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.2M	+34%	12k	100.64	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$1.2M	-2%	35k	32.79	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.1M	-63%	8.0k	141.26	View chart
Block Cl A (XYZ)	0.1	$1.1M	NEW	16k	72.33	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.1M	-8%	12k	95.97	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.1M	NEW	21k	53.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M	-13%	7.8k	140.58	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$1.1M	+18%	23k	47.48	View chart
Pfizer (PFE)	0.1	$1.1M	+7%	44k	24.83	View chart
Realty Income (O)	0.1	$1.1M	+6%	18k	60.31	View chart
Unity Software (U)	0.1	$1.1M		27k	40.02	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.1M	-2%	9.6k	111.47	View chart
Ishares Msci Japn Smcetf (SCJ)	0.1	$1.1M		12k	91.24	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.1M	+20%	10k	105.36	View chart
Southern Company (SO)	0.1	$1.0M	-4%	11k	97.48	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.0M	+2%	37k	27.15	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$1.0M	+34%	43k	23.39	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$997k	+13%	10k	96.05	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$997k	+7%	23k	44.18	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$995k	+3%	51k	19.40	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$994k	+5%	31k	32.61	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$991k	+2%	9.9k	100.61	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$990k	-5%	9.6k	103.60	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.1	$987k		13k	74.29	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$981k	-7%	35k	27.91	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$977k	+44%	15k	63.25	View chart
Manulife Finl Corp (MFC)	0.1	$977k		31k	31.90	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$968k	-2%	8.9k	108.54	View chart
Edwards Lifesciences (EW)	0.1	$968k	+7%	13k	76.84	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$953k	+2%	4.4k	215.88	View chart
Altria (MO)	0.1	$950k	+2%	15k	64.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$947k	+7%	28k	33.52	View chart
Cummins (CMI)	0.1	$944k	+3%	2.3k	407.92	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$944k	+142%	28k	34.23	View chart
Equifax (EFX)	0.1	$937k		4.1k	230.64	View chart
Merck & Co (MRK)	0.1	$932k	-11%	11k	86.76	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$911k		32k	28.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$909k	-7%	39k	23.28	View chart

Past Filings by Nwam

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

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
Nwam 2022 Q2 filed Aug. 10, 2022
Nwam 2022 Q1 filed May 12, 2022
Nwam 2021 Q4 filed Feb. 10, 2022

View all past filings

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