NWAM LLC
All 13F Filings
- Location
- Mercer Island, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,737,816
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 621 | 1,737,816 | 13F-HR | NWAM LLC |
| Q4 2025 | 2/4/2026 | 617 | 1,789,746 | 13F-HR | NWAM LLC |
| Q3 2025 | 2/4/2026 | 637 | 1,842,754 | 13F-HR/A - RESTATEMENT | NWAM LLC |
| Q3 2025 | 10/28/2025 | 561 | 1,422,049 | 13F-HR | NWAM LLC |
| Q2 2025 | 2/4/2026 | 615 | 1,721,409 | 13F-HR/A - RESTATEMENT | NWAM LLC |
| Q2 2025 | 8/7/2025 | 534 | 1,228,796 | 13F-HR | NWAM LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 829.2 K | 47.7% | 0 | 512.1 K | -512.1 K |
| ETFs | 883.7 K | 50.9% | 466 K | 0 | 466 K |
| Debt | 24.19 K | 1.4% | 7 | 0 | 7 |
| Other | 0 | 0.0% | 0 | 5.843 K | -5.843 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
1,737,816
Holdings
621
QoQ value change ($000)
-51,930
(-2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.