Institutions / Nwam LLC
Nwam LLC
CIK 1655006 · Institution · as of Dec 31, 2025
Portfolio value
$1.79B
Positions
617
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$1.79B-2.9%Positions
617-3.1%Top holdings
Dec 31, 2025View all 617 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $114.93M | 6.4% |
| Apple Inc. | $65.46M | 3.7% |
| NVIDIA Corp | $42.68M | 2.4% |
| Vanguard Index Fds | $41.79M | 2.3% |
| Invesco Qqq Tr | $40.53M | 2.3% |
| Amazon.com Inc | $38.72M | 2.2% |
| Vanguard Index Fds | $34.57M | 1.9% |
| Broadcom Inc. | $28.83M | 1.6% |
| iShares Tr | $28.78M | 1.6% |
| iShares Tr | $28.78M | 1.6% |
| iShares MSCI UAE ETF | $23.66M | 1.3% |
| Tesla Inc | $21.80M | 1.2% |
| Warren E. Buffett | $20.74M | 1.2% |
| Costco Wholesale Corp /New | $20.37M | 1.1% |
| Vanguard Bd Index Fds | $18.21M | 1.0% |
| Exxon Mobil Corp | $17.12M | 1.0% |
| Meta Platforms Inc | $16.46M | 0.9% |
| Vanguard Bd Index Fds | $16.24M | 0.9% |
| SPDR Gold Tr | $15.91M | 0.9% |
| ELI LILLY & Co | $15.62M | 0.9% |
| Vanguard Tax-Managed Fds | $15.41M | 0.9% |
| VanEck ETF Trust | $15.28M | 0.9% |
| VanEck ETF Trust | $14.16M | 0.8% |
| Dimensional ETF Trust | $14.09M | 0.8% |
| Alphabet Inc. | $13.73M | 0.8% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Trim | 78464A854 | $-7.24M | -89K -54.42% | 74,420 0.34% of portfolio | medium |
| Q3 2025 as of | Add | H17182108 | $6.17M | +83K +455.66% | 101,769 0.42% of portfolio | medium |
| Q4 2025 as of | Add | United Parcel Service Inc | $5.51M | +52K +86.57% | 111,122 0.66% of portfolio | medium |
| Q3 2025 as of | Add | 032108649 | $5.25M | +210K +258.51% | 291,477 0.41% of portfolio | medium |
| Q3 2025 as of | New | Huntington Ingalls Industries, Inc. | $5.08M | +18K | 17,779 0.28% of portfolio | medium |
| Q4 2025 as of | Add | Honeywell International Inc | $4.99M | +23K +270.18% | 31,117 0.38% of portfolio | low |
| Q4 2025 as of | Trim | 05964H105 | $-4.69M | -370K -96.64% | 12,842 <0.01% of portfolio | low |
| Q4 2025 as of | New | Halliburton Co | $4.51M | +132K | 132,030 0.25% of portfolio | low |
| Q4 2025 as of | New | 464287390 | $4.50M | +128K | 128,100 0.25% of portfolio | low |
| Q3 2025 as of | New | G16910120 | $4.19M | +71K | 71,255 0.23% of portfolio | low |