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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, QQQ, VUG, and represent 15.32% of Nwam's stock portfolio.
Added to shares of these 10 stocks: VUG (+$37M), IWF (+$23M), BB (+$7.1M), VO (+$6.8M), ROK (+$5.6M), AAPL (+$5.4M), NBIS (+$5.2M), HOOD (+$5.0M), HONA, PL.
Started 94 new stock positions in CDW, ARTY, FBCG, EMXC, BOTZ, ALK, CCL, GNMA, QXO, SUSA.
Reduced shares in these 10 stocks: , MU (-$7.8M), Honeywell International (-$7.5M), HII (-$6.7M), META (-$6.7M), UPS (-$5.0M), ILF, TAN, INSM, CNR.
Sold out of its positions in AWK, ADSK, BP, BNY, VXX, Carnival Corporation, CTSH, CNR, DFAE, EQT.
Nwam was a net buyer of stock by $153M.
Nwam has $2.0B in assets under management (AUM), dropping by 15.12%.
Central Index Key (CIK): 0001655006

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Portfolio Holdings for Nwam

Nwam holds 684 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Nwam has 684 total positions. Only the first 250 positions are shown.

Sign up to view all of the Nwam June 30, 2026 positions
Download the Nwam June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	4.4	$88M	+3%	237k	373.02	View chart
Apple (AAPL)	4.0	$79M	+7%	274k	289.36	View chart
NVIDIA Corporation (NVDA)	2.4	$48M		241k	200.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$46M	+5%	63k	736.40	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$44M	+492%	516k	86.14	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$39M	+2%	181k	217.93	View chart
Broadcom (AVGO)	1.9	$38M	+2%	101k	377.75	View chart
Amazon (AMZN)	1.6	$32M	-5%	135k	238.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.6	$31M		190k	164.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$31M	+311%	247k	124.17	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$25M	+17%	71k	353.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$23M	-3%	31k	748.88	View chart
Tesla Motors (TSLA)	1.0	$21M	-3%	50k	420.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$21M		42k	500.39	View chart
Costco Wholesale Corporation (COST)	1.0	$20M		21k	935.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$19M	+7%	53k	357.37	View chart
Eli Lilly & Co. (LLY)	0.9	$19M	+7%	16k	1199.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$17M	-6%	224k	77.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$17M	+2%	138k	124.76	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.8	$16M	+3%	368k	44.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$16M	-3%	229k	71.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$16M	+12%	21k	746.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$16M	+3%	213k	73.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$15M	+25%	156k	98.98	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$15M	+22%	191k	76.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$14M	-14%	22k	655.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$14M	-2%	86k	158.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$13M	+10%	35k	370.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$13M	-2%	35k	368.38	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.6	$13M		27k	477.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$13M	+8%	52k	242.43	View chart
Ge Vernova (GEV)	0.6	$12M	-9%	10k	1174.90	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$12M	-4%	248k	48.43	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$12M	-3%	124k	96.43	View chart
Procter & Gamble Company (PG)	0.6	$11M	+10%	78k	146.64	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.6	$11M	+4%	58k	190.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$11M	+15%	139k	77.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$11M		16k	686.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$10M		29k	343.91	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$9.8M		211k	46.63	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$9.7M		126k	77.42	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$9.6M	-9%	127k	75.45	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.5	$9.3M	+10%	79k	117.09	View chart
Boeing Company (BA)	0.5	$9.2M	-19%	43k	216.47	View chart
JPMorgan Chase & Co. (JPM)	0.5	$9.1M	+31%	28k	327.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$9.0M	+3%	106k	85.49	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.4	$9.0M	-6%	92k	98.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$8.8M	+331%	109k	80.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$8.7M	+10%	29k	303.12	View chart
Rockwell Automation (ROK)	0.4	$8.7M	+184%	18k	495.08	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$8.5M	-14%	25k	334.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$8.3M	+5%	86k	96.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$8.3M	+3%	261k	31.71	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$8.2M		158k	51.85	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.4	$8.1M	-16%	74k	109.11	View chart
Corning Incorporated (GLW)	0.4	$8.1M	-23%	32k	255.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$8.0M		34k	236.62	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$8.0M	+27%	60k	133.25	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$7.9M	+11%	90k	87.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$7.9M	+4%	94k	83.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$7.8M	+4%	52k	148.31	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$7.5M		44k	170.14	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$7.5M		78k	95.44	View chart
Us Bancorp Com New (USB)	0.4	$7.3M		121k	60.40	View chart
Blackberry (BB)	0.4	$7.1M	NEW	559k	12.65	View chart
Cameco Corporation (CCJ)	0.4	$7.0M	-12%	69k	101.86	View chart
Meta Platforms Cl A (META)	0.3	$6.9M	-49%	12k	563.28	View chart
Abbvie (ABBV)	0.3	$6.9M	+30%	27k	251.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$6.8M		28k	242.99	View chart
Advanced Micro Devices (AMD)	0.3	$6.6M	-12%	11k	580.91	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$6.6M		52k	127.76	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$6.6M	+13%	13k	522.39	View chart
United Parcel Svcs CL B (UPS)	0.3	$6.5M	-43%	61k	107.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$6.5M	+23%	47k	137.53	View chart
Freeport Mcmoran CL B (FCX)	0.3	$6.5M	+28%	103k	62.89	View chart
Caterpillar (CAT)	0.3	$6.4M	+9%	6.0k	1064.89	View chart
Johnson & Johnson (JNJ)	0.3	$6.4M		25k	253.97	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$6.3M	-2%	102k	62.20	View chart
Amgen (AMGN)	0.3	$5.8M	-4%	16k	362.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$5.8M		97k	59.69	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$5.8M		19k	306.31	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$5.8M	+108%	63k	91.64	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.3	$5.8M		39k	146.26	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.3	$5.7M	-14%	117k	49.07	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$5.6M	-7%	185k	30.37	View chart
Micron Technology (MU)	0.3	$5.6M	-58%	4.8k	1154.28	View chart
Robinhood Mkts Com Cl A (HOOD)	0.3	$5.5M	+1068%	55k	100.28	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$5.3M	+3%	34k	154.29	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.3	$5.3M		105k	50.39	View chart
Starbucks Corporation (SBUX)	0.3	$5.2M	-10%	51k	102.19	View chart
Nebius Group Shs Class A (NBIS)	0.3	$5.2M	NEW	19k	276.17	View chart
Raytheon Technologies Corp (RTX)	0.3	$5.2M	+115%	27k	189.73	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$5.0M	+59%	10k	496.72	View chart
Agnico (AEM)	0.3	$5.0M	+3%	32k	155.13	View chart
Procure Etf Trust Ii Space Etf (UFO)	0.2	$5.0M	-7%	99k	50.67	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$5.0M	+17%	5.2k	965.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$4.9M	+17%	23k	212.77	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.2	$4.9M		78k	62.63	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$4.9M	-4%	50k	98.30	View chart
Applied Materials (AMAT)	0.2	$4.9M	+17%	6.7k	723.03	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$4.8M		17k	290.63	View chart
Paccar (PCAR)	0.2	$4.8M		40k	120.12	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$4.8M		2.4k	1989.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$4.7M	-12%	92k	50.58	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$4.6M	+4%	56k	82.84	View chart
Echostar Corp Cl A	0.2	$4.6M	+122%	45k	101.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.5M	+85%	21k	219.43	View chart
Analog Devices (ADI)	0.2	$4.5M	+25%	11k	397.16	View chart
Intel Corporation (INTC)	0.2	$4.4M		32k	139.63	View chart
Honeywell Aerospace (HONA)	0.2	$4.4M	NEW	20k	221.08	View chart
Planet Labs Pbc Com Cl A (PL)	0.2	$4.3M	NEW	131k	33.13	View chart
Qualcomm (QCOM)	0.2	$4.2M		23k	184.79	View chart
Intuitive Surgical Com New (ISRG)	0.2	$4.1M	+3%	10k	397.68	View chart
Eaton Corp SHS (ETN)	0.2	$4.1M	+10%	9.7k	426.14	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$4.0M	+110%	40k	100.67	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$4.0M	-16%	75k	53.47	View chart
Visa Com Cl A (V)	0.2	$4.0M	+35%	12k	343.10	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$3.9M	+7%	105k	37.26	View chart
Chevron Corporation (CVX)	0.2	$3.9M	+16%	24k	165.76	View chart
Wabtec Corporation (WAB)	0.2	$3.8M	+67%	14k	269.60	View chart
Danaher Corporation (DHR)	0.2	$3.8M	+28%	20k	190.48	View chart
Stryker Corporation (SYK)	0.2	$3.8M	+51%	12k	314.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.7M		36k	103.88	View chart
Cdw (CDW)	0.2	$3.7M	NEW	27k	140.64	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$3.6M	+8%	33k	109.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$3.6M		130k	27.70	View chart
Carrier Global Corporation (CARR)	0.2	$3.6M	+153%	49k	73.35	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$3.5M	+127%	22k	158.66	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$3.4M	-12%	59k	58.20	View chart
Banco Santander Sa Adr (SAN)	0.2	$3.4M	NEW	248k	13.80	View chart
Edwards Lifesciences (EW)	0.2	$3.4M	+13%	37k	90.46	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.4M		99k	33.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.3M	+7%	11k	300.46	View chart
Honeywell International (HON)	0.2	$3.3M	NEW	15k	223.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$3.3M	+4%	15k	227.06	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$3.3M	-4%	34k	96.44	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.2M	-3%	64k	50.57	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.2	$3.2M	-10%	110k	29.01	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$3.2M	-8%	26k	122.29	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.2	$3.2M	+7%	76k	41.73	View chart
FreightCar America (RAIL)	0.2	$3.1M	NEW	321k	9.74	View chart
International Business Machines (IBM)	0.2	$3.1M	-6%	11k	281.21	View chart
Sprott Fds Tr Nicke Miner Etf (NIKL)	0.2	$3.1M	+4%	244k	12.69	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$3.1M	+3%	32k	96.49	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$3.1M	NEW	58k	53.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$3.1M	+4%	10k	302.97	View chart
Ford Motor Company (F)	0.2	$3.1M	+273%	221k	13.90	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.0M	+18%	5.9k	513.60	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$3.0M	+42%	31k	96.46	View chart
Wal-Mart Stores (WMT)	0.1	$2.9M	+27%	26k	113.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.9M	+743%	25k	119.52	View chart
Home Depot (HD)	0.1	$2.9M	+39%	8.3k	352.66	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.9M	+78%	6.8k	433.35	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.9M		12k	252.24	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$2.9M	+16%	16k	177.47	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.9M		21k	136.68	View chart
Hp (HPQ)	0.1	$2.9M	NEW	131k	21.94	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$2.9M	+6%	61k	47.20	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$2.9M	NEW	141k	20.24	View chart
Halliburton Company (HAL)	0.1	$2.8M	-36%	84k	33.95	View chart
Spdr Series Trust St Str Glb Dow (DGT)	0.1	$2.8M		15k	184.79	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.8M	+55%	37k	76.11	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$2.8M	+19%	34k	83.07	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.1	$2.7M	+23%	50k	54.46	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$2.7M	+2%	21k	128.08	View chart
Merck & Co (MRK)	0.1	$2.7M	+93%	21k	128.50	View chart
Oracle Corporation (ORCL)	0.1	$2.7M	+21%	18k	146.55	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.7M	+4%	59k	45.49	View chart
MercadoLibre (MELI)	0.1	$2.7M	-3%	1.6k	1697.28	View chart
Peabody Energy (BTU)	0.1	$2.6M	+43%	113k	23.12	View chart
SLB Com Stk (SLB)	0.1	$2.6M	-39%	56k	46.49	View chart
Palo Alto Networks (PANW)	0.1	$2.6M	+124%	7.5k	341.01	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$2.6M	+5%	75k	34.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.6M	-9%	31k	82.11	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$2.6M		29k	89.20	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$2.5M	+14%	47k	53.61	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$2.5M	-2%	49k	51.05	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$2.5M	-4%	37k	67.24	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.5M	-18%	21k	116.67	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$2.5M	NEW	30k	81.94	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.5M	+52%	3.2k	763.12	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.4M	+93%	31k	79.42	View chart
Amplify Etf Tr Jr Silv Mine Etf (SILJ)	0.1	$2.4M	-43%	93k	25.92	View chart
UnitedHealth (UNH)	0.1	$2.4M	+46%	5.8k	415.62	View chart
Cisco Systems (CSCO)	0.1	$2.4M	+5%	21k	117.46	View chart
Canadian Natl Ry (CNI)	0.1	$2.4M	+35%	20k	119.24	View chart
United Rentals (URI)	0.1	$2.3M	NEW	2.1k	1132.89	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$2.3M	+3%	79k	29.30	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$2.3M	+6%	56k	41.25	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$2.3M	+3%	57k	40.64	View chart
Automatic Data Processing (ADP)	0.1	$2.3M	+20%	10k	223.96	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$2.3M	+11%	23k	98.20	View chart
Coca-Cola Company (KO)	0.1	$2.3M		28k	81.27	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.3M	+19%	6.2k	365.88	View chart
Ge Aerospace Com New (GE)	0.1	$2.2M		6.0k	373.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.2M		10k	221.20	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$2.2M	-7%	15k	146.41	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.2M	-7%	7.8k	285.58	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$2.1M	+15%	18k	117.28	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$2.1M	+376%	41k	51.05	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.1M	+6%	19k	107.62	View chart
Abbott Laboratories (ABT)	0.1	$2.0M	+25%	23k	90.74	View chart
Opendoor Technologies (OPEN)	0.1	$2.0M		441k	4.62	View chart
Bank of America Corporation (BAC)	0.1	$2.0M	-46%	36k	56.98	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$2.0M	+27%	30k	68.01	View chart
Waste Management (WM)	0.1	$2.0M		9.0k	222.87	View chart
Union Pacific Corporation (UNP)	0.1	$2.0M	+3%	7.4k	272.00	View chart
Alcoa (AA)	0.1	$2.0M	+403%	38k	52.14	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.0M	+22%	4.0k	501.39	View chart
Xylem (XYL)	0.1	$2.0M	+62%	17k	118.21	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$2.0M	+216%	38k	51.91	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.0M		13k	156.30	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$2.0M		11k	185.24	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$2.0M	+209%	38k	51.27	View chart
Ark Etf Tr Bloc Fin Inn Etf (ARKF)	0.1	$1.9M		48k	39.46	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.9M	+65%	25k	75.51	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.9M	-2%	23k	80.82	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.9M	+88%	118k	15.88	View chart
Nextpower Class A Com (NXT)	0.1	$1.8M	+41%	15k	119.14	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$1.8M	+22%	20k	91.21	View chart
Goldman Sachs (GS)	0.1	$1.8M	-4%	1.8k	1011.58	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.8M	-28%	34k	53.11	View chart
Verizon Communications (VZ)	0.1	$1.8M	-3%	42k	42.34	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.8M	+5%	17k	103.05	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.8M		44k	40.13	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.8M	+400%	20k	87.91	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$1.7M	+40%	38k	46.15	View chart
At&t (T)	0.1	$1.7M	-22%	83k	20.70	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.1	$1.7M	-10%	9.2k	186.86	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.7M	-7%	16k	109.07	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.7M		21k	79.97	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.7M	-5%	72k	23.13	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$1.7M		34k	49.28	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.7M		73k	22.78	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.7M	+30%	19k	86.42	View chart
Gilead Sciences (GILD)	0.1	$1.6M		13k	126.34	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.6M	-4%	27k	61.76	View chart
Metropcs Communications (TMUS)	0.1	$1.6M	+45%	9.8k	167.72	View chart
Emerson Electric (EMR)	0.1	$1.6M		11k	143.15	View chart
Marvell Technology (MRVL)	0.1	$1.6M	NEW	5.4k	297.92	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.6M		8.1k	197.60	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$1.6M	+4%	17k	96.37	View chart
Pepsi (PEP)	0.1	$1.6M	+15%	12k	135.40	View chart
Block Cl A (XYZ)	0.1	$1.6M	+17%	21k	76.00	View chart
Cummins (CMI)	0.1	$1.6M	+7%	2.2k	713.18	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$1.5M	+11%	14k	107.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.5M		22k	68.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.5M		42k	36.13	View chart
Dimensional Etf Trust International (DFSI)	0.1	$1.5M	+4%	34k	45.10	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.5M		1.5k	978.16	View chart

Past Filings by Nwam

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

Nwam 2026 Q2 filed July 23, 2026
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

View all past filings

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