Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NWAM LLC (CIK 1655006) reported $1.74B across 615 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($85.0M, 4.89%), AAPL ($64.9M, 3.74%), NVDA ($41.8M, 2.41%), VUG ($38.0M, 2.19%), VTV ($34.8M, 2.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $85.0M | 4.89% | 229,556 | Trimmed |
| 2 | AAPL | APPLE INC | $64.9M | 3.74% | 255,759 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $41.8M | 2.41% | 239,948 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $38.0M | 2.19% | 87,022 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $34.8M | 2.00% | 177,146 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $34.3M | 1.98% | 59,489 | Trimmed |
| 7 | AVGO | BROADCOM INC | $30.3M | 1.75% | 98,045 | Added |
| 8 | AMZN | AMAZON COM INC | $29.6M | 1.71% | 142,352 | Trimmed |
| 9 | ITOT | ISHARES TR | $26.7M | 1.54% | 187,350 | Added |
| 10 | IWF | ISHARES TR | $25.6M | 1.47% | 59,989 | Trimmed |
| 11 | XOM | EXXON MOBIL CORP | $21.7M | 1.25% | 127,730 | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $20.8M | 1.20% | 20,897 | Trimmed |
| 13 | IVV | ISHARES TR | $20.8M | 1.19% | 31,777 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.3M | 1.17% | 42,437 | Added |
| 15 | TSLA | TESLA INC | $19.0M | 1.09% | 51,132 | Added |
| 16 | BSV | VANGUARD BD INDEX FDS | $18.8M | 1.08% | 239,528 | Added |
| 17 | GOOG | ALPHABET INC | $17.4M | 1.00% | 60,523 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $15.2M | 0.88% | 237,633 | Trimmed |
| 19 | BND | VANGUARD BD INDEX FDS | $15.2M | 0.88% | 206,704 | Trimmed |
| 20 | GLD | SPDR GOLD TR | $15.2M | 0.87% | 35,316 | Added |
| 21 | AVUV | AMERICAN CENTY ETF TR | $14.8M | 0.85% | 133,933 | Added |
| 22 | GOOGL | ALPHABET INC | $14.1M | 0.81% | 49,128 | Added |
| 23 | META | META PLATFORMS INC | $13.8M | 0.80% | 24,156 | Trimmed |
| 24 | DFAC | DIMENSIONAL ETF TRUST | $13.7M | 0.79% | 353,526 | Added |
| 25 | LLY | ELI LILLY & CO | $13.4M | 0.77% | 14,539 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31