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NWAM LLC - Portfolio Stock Holdings

NWAM LLC disclosed 680 stock positions in a recent SEC 13F filing. $1,664,657,539 of stock holdings were filed, with the largest holdings including MSFT, AAPL, and NVDA. This filing represented positions held on March 31, 2026, and was filed on May 4, 2026.

We estimate the fund has a total AUM of $4,131,681,404 and has 62 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

680

Est. Stock Holding Value:

$1,664,657,539

Top Stock Holdings By Sector

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Portfolio Stock Holdings - NWAM LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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