Nwam LLC Portfolio Holdings
Nwam LLC
- $1.34 Billion
- Q3 2025
Nwam LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.34 Billion distributed in 561 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $127M, Apple Inc. with a value of $68.2M, Nvidia Corp with a value of $45.3M, Vanguard Growth ETF with a value of $42M, and Vanguard Value ETF with a value of $33.7M.
Examining the 13F form we can see an increase of $197M in the current position value, from $1.14B to 1.34B.
Nwam LLC is based out at Mercer Island, WA
Below you can find more details about Nwam LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.34 Billion
ETFs: $667 Million
Technology: $328 Million
Financial Services: $68.5 Million
Healthcare: $67.9 Million
Consumer Cyclical: $55.7 Million
Industrials: $49.7 Million
Consumer Defensive: $32.8 Million
Energy: $19.1 Million
Other: $38.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 561
- Current Value $1.34 Billion
- Prior Value $1.14 Billion
- Filing
- Period Q3 2025
- Filing Date October 28, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 57 stocks
- Additional Purchases 234 stocks
- Sold out of 0 stocks
- Reduced holdings in 227 stocks