Nwam LLC
Annual return '25
+9.8%
SPY '25
+17.7%
Alpha
-7.9ptsvs SPY
Invested
$1.7B
Holdings
619
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 245.9k shares)
4.9%
02
$AAPL
APPLE INC
Q1 2026: Sold 12.3% (715.1k → 627.0k shares)
3.7%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (884.7k shares)
2.4%
04
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 88.1k shares)
2.2%
05
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 181.9k shares)
2.0%
06
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 65.1k shares)
2.0%
07
$AVGO
BROADCOM INC
Q1 2026: Increased +13.9% (220.8k → 251.5k shares)
1.7%
08
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 162.4k shares)
1.7%
09
$ITOT
ISHARES TR
Q4 2025: Exited (was 156.1k shares)
1.5%
10
$IWF
ISHARES TR
Q4 2025: Exited (was 62.4k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:53 UTC.