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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 15.22% of Nwam's stock portfolio.
Added to shares of these 10 stocks: PG (+$5.8M), GOOG (+$5.4M), ITOT, EWZ, AVGO, UFO, ADI, SATS, GOOGL, AVUV.
Started 64 new stock positions in FIDU, AWK, USRT, ORA, DBA, CNI, BBN, FSLR, NXT, VIOO.
Reduced shares in these 10 stocks: IVV (-$6.4M), MSFT, AVXL, AMZN, SHOP, GS, QQQ, Great Lakes Dredge & Dock Corporation, VXX, CRSP.
Sold out of its positions in SIVR, ADBE, AVAV, ALK, BABA, AVIG, AVXL, AstraZeneca, TEAM, AXON.
Nwam was a net buyer of stock by $33M.
Nwam has $1.7B in assets under management (AUM), dropping by -2.90%.
Central Index Key (CIK): 0001655006

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Portfolio Holdings for Nwam

Nwam holds 621 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Nwam has 621 total positions. Only the first 250 positions are shown.

Sign up to view all of the Nwam March 31, 2026 positions
Download the Nwam March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	4.9	$85M	-5%	230k	370.17	View chart
Apple (AAPL)	3.7	$65M		256k	253.79	View chart
NVIDIA Corporation (NVDA)	2.4	$42M	+4%	240k	174.40	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$38M		87k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$35M		177k	196.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$34M	-8%	60k	577.18	View chart
Broadcom (AVGO)	1.7	$30M	+10%	98k	309.51	View chart
Amazon (AMZN)	1.7	$30M	-12%	142k	208.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$27M	+20%	187k	142.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$26M		60k	426.40	View chart
Exxon Mobil Corporation (XOM)	1.2	$22M		128k	169.66	View chart
Costco Wholesale Corporation (COST)	1.2	$21M		21k	996.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$21M	-23%	32k	653.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$20M		42k	479.20	View chart
Tesla Motors (TSLA)	1.1	$19M	+4%	51k	371.75	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$19M	+3%	240k	78.41	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$17M	+45%	61k	286.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$15M		238k	64.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$15M	-5%	207k	73.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$15M	+2%	35k	430.29	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$15M	+17%	134k	110.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$14M	+19%	49k	287.56	View chart
Meta Platforms Cl A (META)	0.8	$14M		24k	572.14	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$14M		354k	38.86	View chart
Eli Lilly & Co. (LLY)	0.8	$13M		15k	919.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$13M		88k	148.10	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.7	$13M		140k	91.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$13M	+3%	260k	48.05	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$12M	+9%	19k	650.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$12M	-6%	124k	99.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$12M	+6%	156k	77.18	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.7	$12M		98k	120.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$11M	+2%	129k	88.70	View chart
United Parcel Svcs CL B (UPS)	0.6	$11M	-3%	108k	98.38	View chart
Boeing Company (BA)	0.6	$11M	+6%	53k	199.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$10M		48k	213.67	View chart
Procter & Gamble Company (PG)	0.6	$10M	+134%	71k	144.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$10M		32k	320.81	View chart
Ge Vernova (GEV)	0.6	$9.9M	-3%	11k	872.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.6	$9.6M	-2%	25k	383.40	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$9.3M	+26%	124k	74.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$9.2M	+3%	15k	597.54	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$8.9M		26k	337.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$8.7M		29k	298.85	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$8.6M		209k	41.09	View chart
Cameco Corporation (CCJ)	0.5	$8.5M		79k	108.61	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$8.4M		89k	94.58	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.5	$8.3M		72k	116.29	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.5	$8.3M		158k	52.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$8.1M	+2%	120k	67.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$7.8M	-4%	102k	77.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$7.7M	+6%	252k	30.68	View chart
Honeywell International (HON)	0.4	$7.5M	+7%	33k	226.03	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$7.4M	-21%	30k	250.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$7.4M	-2%	35k	215.06	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$7.4M	-4%	55k	132.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$7.3M	+2%	81k	90.53	View chart
Insmed Com Par $.01 (INSM)	0.4	$7.3M	+15%	45k	163.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$7.3M		25k	287.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$6.9M	-19%	26k	261.92	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$6.8M	+2%	79k	86.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$6.8M		90k	75.10	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.4	$6.8M		200k	33.81	View chart
Huntington Ingalls Inds (HII)	0.4	$6.7M		18k	379.89	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.4	$6.7M	-4%	136k	49.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$6.5M	+51%	105k	62.56	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$6.3M	+8%	44k	145.02	View chart
Agnico (AEM)	0.4	$6.3M		31k	202.98	View chart
Us Bancorp Com New (USB)	0.4	$6.3M		120k	52.01	View chart
JPMorgan Chase & Co. (JPM)	0.4	$6.2M	-2%	21k	294.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$6.2M		50k	124.31	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$6.2M	+8%	81k	76.54	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$6.1M		28k	217.25	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$6.1M	-8%	89k	68.14	View chart
Johnson & Johnson (JNJ)	0.3	$6.1M	+6%	25k	244.44	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$6.0M		52k	114.91	View chart
Amgen (AMGN)	0.3	$5.9M		17k	351.86	View chart
Corning Incorporated (GLW)	0.3	$5.6M	-5%	42k	135.97	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$5.2M		105k	49.89	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$5.2M		47k	110.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$5.2M	+6%	96k	54.05	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$5.2M		11k	463.19	View chart
Halliburton Company (HAL)	0.3	$5.1M		132k	38.99	View chart
Starbucks Corporation (SBUX)	0.3	$5.1M	-3%	57k	89.59	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.3	$5.1M	-3%	40k	128.26	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.3	$5.0M	+65%	91k	55.71	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.3	$4.9M	-27%	165k	29.72	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$4.8M		33k	145.79	View chart
Procure Etf Trust Ii Space Etf (UFO)	0.3	$4.8M	+127%	107k	44.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$4.8M	+4%	19k	257.35	View chart
SLB Com Stk (SLB)	0.3	$4.8M	+23%	93k	51.39	View chart
Freeport Mcmoran CL B (FCX)	0.3	$4.7M	+7%	81k	58.78	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.3	$4.7M	+3%	133k	35.52	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.3	$4.7M	-5%	103k	45.65	View chart
Paccar (PCAR)	0.3	$4.7M	+6%	40k	115.50	View chart
Intuitive Surgical Com New (ISRG)	0.3	$4.6M	+17%	10k	460.99	View chart
Abbvie (ABBV)	0.3	$4.6M		21k	217.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$4.4M	-4%	39k	113.11	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$4.2M	+3%	17k	248.85	View chart
Chevron Corporation (CVX)	0.2	$4.2M	-5%	20k	206.90	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$4.1M		52k	78.77	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$3.9M	+18%	67k	58.54	View chart
Micron Technology (MU)	0.2	$3.9M	-12%	12k	337.83	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.2	$3.9M		79k	49.81	View chart
Caterpillar (CAT)	0.2	$3.9M	+10%	5.5k	708.46	View chart
Palantir Technologies Cl A (PLTR)	0.2	$3.8M		26k	146.28	View chart
Ishares Msci Brazil Etf (EWZ)	0.2	$3.8M	+439%	99k	38.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.8M		20k	191.92	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.7M	-26%	54k	69.75	View chart
Sprott Fds Tr Nickel Miners Et (NIKL)	0.2	$3.7M	+51%	232k	16.01	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$3.6M	+4%	124k	29.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.5M	-2%	36k	97.13	View chart
Core Natural Resources Com Shs (CNR)	0.2	$3.5M	+2%	34k	104.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$3.5M	+20%	98k	35.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.4M	+4%	67k	50.61	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$3.3M		30k	110.36	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$3.3M	-2%	36k	93.93	View chart
Bank of America Corporation (BAC)	0.2	$3.2M		66k	48.75	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$3.2M		2.4k	1320.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$3.2M	-23%	129k	24.75	View chart
Eaton Corp SHS (ETN)	0.2	$3.1M	+32%	8.7k	357.66	View chart
At&t (T)	0.2	$3.1M		107k	28.99	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$3.1M		29k	107.62	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$3.0M	+7%	51k	59.03	View chart
Danaher Corporation (DHR)	0.2	$3.0M	+55%	16k	189.60	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.9M	+2%	14k	211.15	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$2.9M		47k	61.26	View chart
Qualcomm (QCOM)	0.2	$2.9M		23k	128.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.9M	-2%	99k	29.13	View chart
International Business Machines (IBM)	0.2	$2.9M	+18%	12k	242.39	View chart
Analog Devices (ADI)	0.2	$2.9M	+599%	9.0k	318.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.8M	-9%	34k	82.57	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$2.8M	+25%	6.3k	446.54	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$2.8M	-7%	40k	70.84	View chart
MercadoLibre (MELI)	0.2	$2.8M		1.6k	1728.91	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$2.8M	+27%	30k	91.64	View chart
Netflix (NFLX)	0.2	$2.7M	+10%	29k	96.15	View chart
Advanced Micro Devices (AMD)	0.2	$2.7M	-2%	13k	203.43	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.7M		53k	50.34	View chart
Edwards Lifesciences (EW)	0.2	$2.6M	+2%	33k	80.08	View chart
Spdr Series Trust State Street Spd (DGT)	0.2	$2.6M		15k	169.54	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$2.6M	+4%	71k	36.76	View chart
Visa Com Cl A (V)	0.1	$2.6M	-5%	8.6k	302.26	View chart
Stryker Corporation (SYK)	0.1	$2.6M	+226%	7.9k	328.61	View chart
Peabody Energy (BTU)	0.1	$2.6M	-25%	79k	32.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.6M	+6%	10k	248.01	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.5M	+7%	56k	45.62	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$2.5M	+6%	39k	65.69	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.5M		21k	118.45	View chart
Wal-Mart Stores (WMT)	0.1	$2.5M		20k	124.28	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.5M	+224%	5.0k	499.63	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.5M	+22%	31k	80.58	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$2.5M	+26%	14k	175.66	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.4M		13k	192.89	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$2.4M	+2%	28k	84.84	View chart
Echostar Corp Cl A (SATS)	0.1	$2.4M	NEW	20k	117.07	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.3M	-6%	9.8k	237.61	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$2.3M	+41%	21k	111.18	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$2.3M	+2%	28k	81.98	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$2.3M	+8%	71k	32.22	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$2.3M	+112%	57k	40.19	View chart
Oracle Corporation (ORCL)	0.1	$2.2M	-9%	15k	147.11	View chart
Rockwell Automation (ROK)	0.1	$2.2M	+647%	6.2k	358.88	View chart
Verizon Communications (VZ)	0.1	$2.2M	+4%	44k	50.20	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$2.2M	+23%	41k	53.99	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$2.2M	+4%	53k	41.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.1M		11k	191.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.1M	-22%	12k	181.42	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.1	$2.1M	NEW	78k	27.32	View chart
Wabtec Corporation (WAB)	0.1	$2.1M	NEW	8.5k	249.91	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$2.1M		17k	128.12	View chart
Coca-Cola Company (KO)	0.1	$2.1M	-3%	27k	76.05	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$2.1M	+9%	77k	26.91	View chart
Opendoor Technologies (OPEN)	0.1	$2.1M		441k	4.68	View chart
Waste Management (WM)	0.1	$2.1M		9.0k	229.79	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$2.0M	-5%	41k	49.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.0M		2.9k	697.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.0M	-16%	22k	92.74	View chart
Applied Materials (AMAT)	0.1	$2.0M	-6%	5.7k	341.77	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$2.0M	+2%	21k	94.24	View chart
Home Depot (HD)	0.1	$2.0M	-2%	5.9k	328.90	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.9M	+28%	18k	106.15	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.9M	+92%	19k	100.66	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.9M	-23%	54k	35.44	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.9M		13k	151.40	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.9M		10k	189.59	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.9M	+15%	55k	34.55	View chart
Abbott Laboratories (ABT)	0.1	$1.9M	+15%	18k	102.67	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.1	$1.8M		49k	38.01	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.8M		17k	108.99	View chart
Gilead Sciences (GILD)	0.1	$1.8M	-2%	13k	139.37	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.1	$1.8M	-9%	24k	76.16	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.8M	+37%	76k	23.22	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$1.8M	+171%	10k	171.63	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.7M	-11%	8.4k	208.04	View chart
Automatic Data Processing (ADP)	0.1	$1.7M	+25%	8.5k	203.18	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.7M		16k	108.98	View chart
Union Pacific Corporation (UNP)	0.1	$1.7M	-4%	7.1k	242.62	View chart
Ge Aerospace Com New (GE)	0.1	$1.7M	-11%	6.1k	283.79	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.7M	-2%	4.4k	391.78	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.7M	+10%	11k	161.73	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.7M	-9%	44k	39.44	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.7M	-4%	21k	79.56	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.6M	+37%	72k	22.91	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.6M	-4%	5.1k	318.09	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.6M		28k	58.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.6M	+110%	16k	99.86	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$1.6M	+80%	24k	68.47	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.6M	-8%	24k	67.59	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.6M	-7%	3.2k	491.47	View chart
Pepsi (PEP)	0.1	$1.6M		10k	155.30	View chart
Goldman Sachs (GS)	0.1	$1.6M	-69%	1.9k	846.13	View chart
McDonald's Corporation (MCD)	0.1	$1.6M		5.0k	310.77	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$1.5M	+4%	16k	95.72	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.5M		8.3k	184.29	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.5M		25k	59.55	View chart
Pfizer (PFE)	0.1	$1.5M	+24%	54k	28.08	View chart
Cisco Systems (CSCO)	0.1	$1.5M	+4%	19k	77.59	View chart
Canadian Natl Ry (CNI)	0.1	$1.5M	NEW	15k	102.77	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$1.5M	+75%	40k	37.20	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.5M	+11%	1.9k	772.64	View chart
Emerson Electric (EMR)	0.1	$1.5M	+14%	11k	131.02	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.5M	-43%	4.0k	367.44	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.5M	+7%	16k	92.69	View chart
Proshares Tr Ultrapro Short (SQQQ)	0.1	$1.5M	NEW	18k	80.49	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.4M		9.7k	146.61	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$1.4M		13k	110.86	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.4M		33k	42.54	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$1.4M		70k	20.35	View chart
Metropcs Communications (TMUS)	0.1	$1.4M	+227%	6.7k	210.04	View chart
Medtronic SHS (MDT)	0.1	$1.4M	+2%	16k	86.65	View chart
Lowe's Companies (LOW)	0.1	$1.4M	+6%	6.0k	236.27	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.4M		12k	118.60	View chart
Intel Corporation (INTC)	0.1	$1.4M	+3%	31k	44.13	View chart
Bristol Myers Squibb (BMY)	0.1	$1.4M	+55%	23k	60.65	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.4M	-3%	1.5k	895.26	View chart
Dimensional Etf Trust International (DFSI)	0.1	$1.4M	-4%	32k	42.40	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$1.4M	+8%	23k	58.18	View chart
Natera (NTRA)	0.1	$1.3M	-30%	6.7k	199.99	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$1.3M	NEW	16k	80.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.3M	-6%	15k	88.16	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$1.3M		22k	59.07	View chart
Heritage Financial Corporation (HFWA)	0.1	$1.3M	-5%	50k	26.00	View chart
Nextpower Class A Com (NXT)	0.1	$1.3M	NEW	11k	120.55	View chart
Merck & Co (MRK)	0.1	$1.3M	+2%	11k	120.29	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.3M	-7%	26k	50.14	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.3M	+7%	19k	68.78	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.3M	+77%	15k	86.69	View chart
New York Times Co Mtn Be Cl A (NYT)	0.1	$1.3M	NEW	15k	83.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.3M		18k	70.18	View chart

Past Filings by Nwam

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

Nwam 2026 Q1 filed May 4, 2026
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

View all past filings

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