NWAM LLC: 13F holdings
CIK 16550062026Q2
| Positions | 684 |
|---|
| Reported value | $2.0bn |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 684 (+63 vs prior quarter) |
|---|
| Reported value | $2.0bn (+15.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MSFT MICROSOFT CORP | 236,996 | $88.4m | 4.4% |
| AAPL APPLE INC | 274,282 | $79.4m | 4.0% |
| NVDA NVIDIA CORPORATION | 240,813 | $48.2m | 2.4% |
| QQQ INVESCO QQQ TR | 62,615 | $46.1m | 2.3% |
| VUG VANGUARD INDEX FDS | 515,743 | $44.4m | 2.2% |
| VTV VANGUARD INDEX FDS | 180,719 | $39.4m | 2.0% |
| AVGO BROADCOM INC | 100,961 | $38.1m | 1.9% |
| AMZN AMAZON COM INC | 134,748 | $32.1m | 1.6% |
| ITOT ISHARES TR | 189,972 | $31.2m | 1.6% |
| IWF ISHARES TR | 246,730 | $30.6m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1655006")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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