StockDriftsStockDriftsTop 50 Nwam LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.42% | 237.0K | $88.4M | +3.24%(+7.44K) | $167.09(+190.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.97% | 274.3K | $79.4M | +7.24%(+18.52K) | $110.89(+175.38%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.41% | 240.8K | $48.2M | +0.36%(+865) | $45.94(+392.06%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.3% | 62.6K | $46.1M | +5.25%(+3.13K) | $417.93(+75.27%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.22% | 515.7K | $44.4M | -1.22%(-6.39K) | $34.57(+157.96%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.97% | 180.7K | $39.4M | +2.02%(+3.57K) | $135.38(+68.05%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.91% | 101.0K | $38.1M | +2.97%(+2.92K) | $142.10(+177.09%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.61% | 134.7K | $32.1M | -5.34%(-7.60K) | $114.09(+130.11%) | 2026-06-30 | |
| ITOT | ISHARES TR | 1.56% | 190.0K | $31.2M | +1.40%(+2.62K) | $102.18(+66.20%) | 2026-06-30 | |
| IWF | ISHARES TR | 1.53% | 246.7K | $30.6M | +2.82%(+6.77K) | $62.08(+98.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.90% | +63.90% | +11.41% | +71.65% |
| Top 20 Holdings Unweighted | +19.84% | +72.11% | +11.23% | +70.25% |
Nwam LLC reports $2.00B in US-listed equity holdings across 684 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.4%), AAPL (4.0%) and NVDA (2.4%). The top 20 holdings account for 33.81% of reported assets. Its disclosed equity book has returned +63.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Nwam LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Nwam LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1655006). View Nwam LLC’s 13F filings on SEC