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 301–350 of 617
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IAGG | ISHARES TR | 17K | $500K+ | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 36K | $500K+ | SH |
| QCLN | FIRST TR EXCHANGE-TRADED FD | 19K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 6K | $500K+ | SH |
| WCBR | WISDOMTREE TR | 30K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 4K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 9K | $500K+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 22K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| PHB | INVESCO EXCH TRADED FD TR II | 43K | $500K+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| SHEL | SHELL PLC | 11K | $500K+ | SH |
| WTAI | WISDOMTREE TR | 26K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 15K | $500K+ | SH |
| ILMN | ILLUMINA INC | 5K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 24K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| MBB | ISHARES TR | 8K | $500K+ | SH |
| IEZ | ISHARES TR | 30K | $500K+ | SH |
| MDYG | SPDR SERIES TRUST | 8K | $500K+ | SH |
| DFSE | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 3K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 25K | $500K+ | SH |
| RITM | RITHM CAPITAL CORP | 64K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 9K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| TLT | ISHARES TR | 8K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| EWJ | ISHARES INC | 9K | $500K+ | SH |
| AVAV | AEROVIRONMENT INC | 2K | $500K+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 8K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 14K | $500K+ | SH |
| ICLR | ICON PLC | 4K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 7K | $500K+ | SH |
| FAD | FIRST TR EXCHANGE-TRADED ALP | 4K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| B | BARRICK MNG CORP | 13K | $500K+ | SH |
| BLK | BLACKROCK INC | 606 | $500K+ | SH |
| QUS | SPDR SERIES TRUST | 4K | $500K+ | SH |
| EWZ | ISHARES INC | 18K | $500K+ | SH |
| IJT | ISHARES TR | 5K | $500K+ | SH |
| SPHY | SPDR SERIES TRUST | 28K | $500K+ | SH |
| MSTR | STRATEGY INC | 4K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| IYR | ISHARES TR | 7K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |