CIK 1655006
NWAM LLC
Institutional 13F holdings & portfolio
Holdings
617
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 617
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFEM | DIMENSIONAL ETF TRUST | 48K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC | 28K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 16K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 4K | $1M+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 26K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 10K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 61K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 10K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 23K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 13K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 25K | $1M+ | SH |
| MUB | ISHARES TR | 14K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 16K | $1M+ | SH |
| PEP | PEPSICO INC | 10K | $1M+ | SH |
| JNK | SPDR SERIES TRUST | 15K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 33K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 15K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 2K | $1M+ | SH |
| LOW | LOWES COS INC | 6K | $1M+ | SH |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 70K | $1M+ | SH |
| DFSI | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 28K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 7K | $1M+ | SH |
| CSCO | CISCO SYS INC | 19K | $1M+ | SH |
| IEI | ISHARES TR | 12K | $1M+ | SH |
| HFWA | HERITAGE FINL CORP WASH | 53K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 10K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| IBHF | ISHARES TR | 59K | $1M+ | SH |
| NEM | NEWMONT CORP | 11K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 22K | $1M+ | SH |
| ISTB | ISHARES TR | 27K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 2K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 56K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 26K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 15K | $1M+ | SH |
| IJJ | ISHARES TR | 10K | $1M+ | SH |
| DGRO | ISHARES TR | 18K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 26K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 41K | $1M+ | SH |
| IUSV | ISHARES TR | 12K | $1M+ | SH |
| FUTY | FIDELITY COVINGTON TRUST | 22K | $1M+ | SH |
| INTC | INTEL CORP | 30K | $1M+ | SH |
| CMI | CUMMINS INC | 2K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 18K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 36K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 4K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 27K | $1M+ | SH |