Universe · entity
NWAM LLC
Institutional manager (13F) · CIK 1655006
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $921M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP | $85M | 229,556 |
| 2 | APPLE INC | $65M | 255,759 |
| 3 | NVIDIA CORPORATION | $42M | 239,948 |
| 4 | VANGUARD INDEX FDS | $38M | 87,022 |
| 5 | VANGUARD INDEX FDS | $35M | 177,146 |
| 6 | INVESCO QQQ TR | $34M | 59,489 |
| 7 | BROADCOM INC | $30M | 98,045 |
| 8 | AMAZON COM INC | $30M | 142,352 |
| 9 | ISHARES TR | $27M | 187,350 |
| 10 | ISHARES TR | $26M | 59,989 |
| 11 | EXXON MOBIL CORP | $22M | 127,730 |
| 12 | COSTCO WHOLESALE CORPORATION | $21M | 20,897 |
| 13 | ISHARES TR | $21M | 31,777 |
| 14 | BERKSHIRE HATHAWAY INC DEL | $20M | 42,437 |
| 15 | TESLA INC | $19M | 51,132 |
| 16 | VANGUARD BD INDEX FDS | $19M | 239,528 |
| 17 | ALPHABET INC | $17M | 60,523 |
| 18 | VANGUARD TAX-MANAGED FDS | $15M | 237,633 |
| 19 | VANGUARD BD INDEX FDS | $15M | 206,704 |
| 20 | SPDR GOLD TR | $15M | 35,316 |
| 21 | AMERICAN CENTY ETF TR | $15M | 133,933 |
| 22 | ALPHABET INC | $14M | 49,128 |
| 23 | META PLATFORMS INC | $14M | 24,156 |
| 24 | DIMENSIONAL ETF TRUST | $14M | 353,526 |
| 25 | ELI LILLY & CO | $13M | 14,539 |
| 26 | VANGUARD WHITEHALL FDS | $13M | 87,793 |
| 27 | VANECK ETF TRUST | $13M | 140,446 |
| 28 | VANGUARD CHARLOTTE FDS | $12M | 259,954 |
| 29 | STATE STR SPDR S&P 500 ETF T | $12M | 18,971 |
| 30 | ISHARES TR | $12M | 124,275 |
| 31 | VANGUARD BD INDEX FDS | $12M | 155,792 |
| 32 | VANECK ETF TRUST | $12M | 97,525 |
| 33 | VANGUARD INDEX FDS | $11M | 128,627 |
| 34 | UNITED PARCEL SVCS INC | $11M | 107,544 |
| 35 | BOEING CO | $11M | 53,006 |
| 36 | ISHARES TR | $10M | 48,038 |
| 37 | PROCTER & GAMBLE CO | $10M | 70,477 |
| 38 | VANGUARD INDEX FDS | $10M | 31,665 |
| 39 | GE VERNOVA INC | $10M | 11,359 |
| 40 | VANECK ETF TRUST | $10M | 25,084 |
| 41 | AMERICAN CENTY ETF TR | $9M | 123,633 |
| 42 | VANGUARD INDEX FDS | $9M | 15,443 |
| 43 | TAIWAN SEMICONDUCTOR MANUFAC | $9M | 26,312 |
| 44 | VANGUARD INDEX FDS | $9M | 29,007 |
| 45 | DIMENSIONAL ETF TRUST | $9M | 209,350 |
| 46 | CAMECO CORP | $9M | 78,590 |
| 47 | SPDR SERIES TRUST | $8M | 89,267 |
| 48 | EA SERIES TRUST | $8M | 71,745 |
| 49 | ALPS ETF TR | $8M | 157,549 |
| 50 | ISHARES TR | $8M | 120,358 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.