Nwam LLC
NWAM, LLC dba Northwest Asset Management is an SEC-registered investment adviser providing comprehensive private wealth management services. They offer customized investment management, planning, and consulting tailored to clients' needs.
Investment Strategy
Northwest Asset Management provides a customized approach to investment management, including traditional and innovative active asset allocation strategies.
Latest 13F Filing Activity
Nwam LLC filed their most recent 13F report on Jun 30, 2025 disclosing 531 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Ge Vernova Inc. among other positions. Nwam LLC reduced exposure to Vanguard Index FDS, Vanguard Index FDS, Ishares TR among others.
Top Holdings
Equity Positions (531)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.88% | $96.8M | 188,599 | $430.30 | $497.41 | +$3.2M |
A AAPL | APPLE INC | 4.60% | $56.5M | 271,129 | $104.09 | $205.17 | -$4.3M |
N NVDA | NVIDIA CORPORATION | 3.57% | $43.9M | 249,908 | $121.33 | $157.99 | +$16.0M |
A AMZN | AMAZON COM INC | 2.96% | $36.4M | 158,270 | $118.69 | $219.39 | +$4.6M |
A AVGO | BROADCOM INC | 2.37% | $29.1M | 96,368 | $126.37 | $275.65 | +$13.2M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
A Antriksh Kandhari | Portfolio Manager | Seattle, WA , United States | |
 | Portfolio Manager | Chicago, IL , United States | |
 | Portfolio Analyst | Charlotte, NC , United States | |
 | Partner | Mercer Island, WA , United States | |
 | Managing Partner | Mercer Island, WA , United States | |
 | Options Trading Analyst | Mercer Island, WA , United States |
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