Fund Holdings

NWAM LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DIMENSIONAL ETF TRUST0367,649+367,649016,308,8920.82%+16,308,892
APPLE INC(AAPL)255,759274,282+18,52364,908,96079,366,2813.97%+14,457,321
INVESCO QQQ TR59,48962,615+3,12634,336,11346,109,4302.30%+11,773,317
SELECT SECTOR SPDR TR057,859+57,859011,023,2440.55%+11,023,244
SPDR SERIES TRUST074,379+74,37908,115,4460.41%+8,115,446
SPDR SERIES TRUST089,885+89,88507,899,1340.39%+7,899,134
BROADCOM INC(AVGO)98,045100,961+2,91630,345,86838,137,9271.91%+7,792,059
ALPHABET INC(GOOG)60,52371,023+10,50017,361,54225,094,5551.25%+7,733,013
BLACKBERRY LTD(BB)0558,925+558,92507,070,4010.35%+7,070,401
ROCKWELL AUTOMATION INC(ROK)6,15417,510+11,3562,208,5568,668,9220.43%+6,460,366
VANGUARD INDEX FDS87,022515,743+428,72138,010,53344,426,1152.22%+6,415,582
NVIDIA CORPORATION(NVDA)239,948240,813+86541,846,95648,184,1922.41%+6,337,236
SPDR SERIES TRUST062,942+62,94205,768,0050.29%+5,768,005
ELI LILLY & CO(LLY)14,53915,632+1,09313,372,33518,749,0160.94%+5,376,681
SPDR INDEX SHS FDS0104,526+104,52605,267,0790.26%+5,267,079
NEBIUS GROUP N.V.(NBIS)018,791+18,79105,189,4650.26%+5,189,465
ROBINHOOD MKTS INC(HOOD)4,67054,562+49,892323,6315,471,4770.27%+5,147,846
ISHARES TR59,989246,730+186,74125,579,36830,636,4511.53%+5,057,083
AMPLIFY ETF TR078,053+78,05304,888,4900.24%+4,888,490
ALPHABET INC(GOOG)49,12852,954+3,82614,127,15818,923,9990.95%+4,796,841
VANGUARD INDEX FDS177,146180,719+3,57334,756,10139,384,0121.97%+4,627,911
ISHARES TR187,350189,972+2,62226,684,19531,206,6261.56%+4,522,431
VANECK ETF TRUST25,08421,500-3,5849,617,18314,101,7610.70%+4,484,578
HONEYWELL AEROSPACE INC019,779+19,77904,372,7410.22%+4,372,741
PLANET LABS PBC(PL)0130,950+130,95004,338,3740.22%+4,338,374
ISHARES TR040,200+40,20004,046,9420.20%+4,046,942
ADVANCED MICRO DEVICES INC(AMD)13,11511,447-1,6682,667,9846,649,6770.33%+3,981,693
TAIWAN SEMICONDUCTOR MANUFAC(TSM)26,31226,622+3108,892,09012,713,8270.64%+3,821,737
CDW CORP(CDW)026,524+26,52403,730,3350.19%+3,730,335
STATE STR SPDR S&P 500 ETF T(SPY)18,97121,281+2,31012,337,67515,892,1940.79%+3,554,519
SELECT SECTOR SPDR TR022,154+22,15403,514,9160.18%+3,514,916
MICROSOFT CORP(MSFT)229,556236,996+7,44084,974,74088,404,3814.42%+3,429,641
BANCO SANTANDER SA(SAN)0248,251+248,25103,425,8640.17%+3,425,864
HONEYWELL INTL INC014,895+14,89503,334,9270.17%+3,334,927
SEAGATE TECHNOLOGY HLDNGS PL4,3795,167+7881,715,5894,986,5500.25%+3,270,961
SPDR SERIES TRUST0110,404+110,40403,202,8060.16%+3,202,806
DIMENSIONAL ETF TRUST076,160+76,16003,178,1680.16%+3,178,168
FREIGHTCAR AMER INC0320,625+320,62503,122,8880.16%+3,122,888
SPROTT FDS TR0243,505+243,50503,091,0040.15%+3,091,004
ISHARES TR058,039+58,03903,085,9470.15%+3,085,947
ISHARES TR124,275155,802+31,52712,336,74515,421,3030.77%+3,084,558
INTEL CORP(INTC)31,21931,589+3701,377,6924,410,7630.22%+3,033,071
ISHARES TR030,637+30,63702,955,2760.15%+2,955,276
APPLIED MATLS INC5,7436,721+9781,962,7924,859,4870.24%+2,896,695
JPMORGAN CHASE & CO(JPM)21,22327,880+6,6576,243,0829,126,1130.46%+2,883,031
HP INC(HPQ)0130,840+130,84002,870,6290.14%+2,870,629
CAPITAL GROUP GROWTH ETF060,693+60,69302,864,7100.14%+2,864,710
EA SERIES TRUST0141,275+141,27502,859,4120.14%+2,859,412
VANGUARD INDEX FDS31,66535,025+3,36010,158,60812,960,6930.65%+2,802,085
SPDR SERIES TRUST015,123+15,12302,794,5770.14%+2,794,577
SELECT SECTOR SPDR TR033,533+33,53302,785,6000.14%+2,785,600
FIRST TR EXCHANGE TRADED FD47,13560,032+12,8975,221,6207,999,2690.40%+2,777,649
RTX CORPORATION(RTX)12,67427,340+14,6662,444,7375,187,2570.26%+2,742,520
DIMENSIONAL ETF TRUST050,162+50,16202,731,8380.14%+2,731,838
VANGUARD BD INDEX FDS155,792190,646+34,85412,024,00614,622,5610.73%+2,598,555
ISHARES TR120,358138,603+18,2458,127,76610,687,6960.53%+2,559,930
SELECT SECTOR SPDR TR047,303+47,30302,535,9260.13%+2,535,926
CARRIER GLOBAL CORPORATION(CARR)19,21048,769+29,5591,081,7163,577,2070.18%+2,495,491
CATERPILLAR INC(CAT)5,4935,995+5023,891,5906,384,0070.32%+2,492,417
DIMENSIONAL ETF TRUST030,163+30,16302,471,5510.12%+2,471,551
AMAZON COM INC(AMZN)142,352134,748-7,60429,647,71932,115,8181.61%+2,468,099
CORNING INC(GLW)41,48031,715-9,7655,640,0158,100,9980.40%+2,460,983
AMPLIFY ETF TR093,384+93,38402,420,5170.12%+2,420,517
ISHARES TR11,14420,702+9,5582,137,6064,542,7390.23%+2,405,133
FORD MTR CO(F)59,030220,669+161,639681,2023,067,3040.15%+2,386,102
AMERICAN CENTY ETF TR133,933137,469+3,53614,795,53917,150,6050.86%+2,355,066
UNITED RENTALS INC(URI)02,071+2,07102,346,2100.12%+2,346,210
ABBVIE INC(ABBV)20,96227,356+6,3944,558,9916,883,9380.34%+2,324,947
ISHARES TR48,03851,908+3,87010,264,32312,583,9910.63%+2,319,668
VERTEX PHARMACEUTICALS INC(VRTX)6,33210,129+3,7972,827,4915,031,2880.25%+2,203,797
ECHOSTAR CORP(ECHO)20,17244,844+24,6722,361,5364,551,6660.23%+2,190,130
ISHARES TR31,77730,634-1,14320,757,11622,941,2791.15%+2,184,163
GE VERNOVA INC(GEV)11,35910,283-1,0769,915,28512,081,5320.60%+2,166,247
ISHARES TR38,50047,402+8,9024,354,7576,519,1910.33%+2,164,434
SELECT SECTOR SPDR TR018,239+18,23902,139,0940.11%+2,139,094
LAM RESEARCH CORP(LRCX)3,7896,751+2,962809,5882,925,5390.15%+2,115,951
PALO ALTO NETWORKS INC(PANW)3,3527,541+4,189537,3662,571,5570.13%+2,034,191
SELECT SECTOR SPDR TR010,576+10,57601,959,0700.10%+1,959,070
ARK ETF TR048,242+48,24201,903,6220.10%+1,903,622
VANGUARD INDEX FDS26,21228,847+2,6356,865,4738,744,1880.44%+1,878,715
TESLA INC(TSLA)51,13249,512-1,62019,008,40820,824,6881.04%+1,816,280
SELECT SECTOR SPDR TR033,873+33,87301,798,9870.09%+1,798,987
FREEPORT MCMORAN INC(FCX)80,621103,423+22,8024,738,9306,504,2580.33%+1,765,328
WABTEC(WAB)8,50914,247+5,7382,126,5023,841,0610.19%+1,714,559
SPDR SERIES TRUST09,169+9,16901,713,3620.09%+1,713,362
ISHARES TR8,66841,344+32,676441,6132,110,6330.11%+1,669,020
CAPITAL GROUP DIVIDEND VALUE033,748+33,74801,663,1010.08%+1,663,101
MICRON TECHNOLOGY INC(MU)11,5914,825-6,7663,915,7905,569,3930.28%+1,653,603
CROWDSTRIKE HLDGS INC(CRWD)2,1133,229+1,116824,8482,464,1000.12%+1,639,252
MARVELL TECHNOLOGY INC(MRVL)05,403+5,40301,609,6470.08%+1,609,647
SPDR SERIES TRUST016,675+16,67501,606,9630.08%+1,606,963
ANALOG DEVICES INC(ADI)8,97611,235+2,2592,855,5304,462,1060.22%+1,606,576
ASML HLDG NV2,4422,422-203,224,8954,817,6120.24%+1,592,717
ISHARES TR49,93752,336+2,3996,207,6877,762,0010.39%+1,554,314
VANGUARD INDEX FDS25,289109,166+83,8777,262,3718,795,5280.44%+1,533,157
SELECT SECTOR SPDR TR014,298+14,29801,531,7560.08%+1,531,756
ALCOA CORP(AA)7,62838,388+30,760505,9692,001,5530.10%+1,495,584
STATE STR SPDR DOW JONES IND(DIA)11,18512,686+1,5015,180,8126,627,0130.33%+1,446,201
GLOBAL X FDS023,852+23,85201,405,3770.07%+1,405,377
VANGUARD INDEX FDS29,00729,272+2658,668,81310,066,8720.50%+1,398,059
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