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Northwest Wealth Advisors

Latest statistics and disclosures from Northwest Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002094564

Tip: Access up to 7 years of quarterly data

Positions held by Northwest Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Northwest Wealth Advisors

Northwest Wealth Advisors holds 61 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYG)	10.7	$14M	129k	106.70	View chart
Ishares Tr Morningstar Valu (ILCV)	9.6	$12M	131k	94.36	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	7.6	$9.8M	118k	82.73	View chart
Spdr Series Trust State Street Spd (SPYV)	7.5	$9.7M	170k	56.81	View chart
Fidelity Covington Trust Enhanced Large (FELG)	5.5	$7.0M	168k	41.70	View chart
Ishares Tr Intl Eqty Factor (INTF)	5.0	$6.5M	171k	37.75	View chart
Microsoft Corporation (MSFT)	4.3	$5.6M	12k	483.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.2	$5.4M	11k	502.63	View chart
T Rowe Price Etf Value Etf (TVAL)	4.0	$5.1M	146k	35.22	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	3.2	$4.1M	18k	224.66	View chart
Ishares Tr Morningstar Grwt (ILCG)	3.0	$3.9M	37k	104.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.9	$3.8M	85k	44.41	View chart
T Rowe Price Etf Growth Etf (TGRT)	2.8	$3.6M	82k	44.25	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.6	$3.3M	34k	96.27	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	2.5	$3.2M	42k	75.63	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	1.6	$2.0M	28k	72.32	View chart
Principal Exchange Traded Prin U S Small (PSC)	1.5	$1.9M	33k	57.73	View chart
Apple (AAPL)	1.3	$1.7M	6.2k	271.86	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.3	$1.6M	18k	92.80	View chart
Spdr Series Trust State Street Spd (SPSM)	1.2	$1.5M	33k	46.86	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$1.5M	3.0k	487.82	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$1.3M	1.7k	753.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$1.2M	10k	120.18	View chart
Spdr Series Trust State Street Spd (SPMD)	0.9	$1.2M	21k	57.91	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.8	$1.1M	5.1k	204.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$977k	1.6k	614.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$899k	13k	69.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$887k	13k	66.00	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$855k	18k	46.59	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$855k	22k	39.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$851k	3.9k	219.80	View chart
Costco Wholesale Corporation (COST)	0.6	$742k	861.00	862.20	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.5	$690k	26k	26.89	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$637k	20k	32.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.5	$636k	8.0k	79.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$633k	2.1k	302.11	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.4	$555k	12k	47.53	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$490k	3.4k	143.97	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$467k	1.3k	360.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$455k	725.00	627.29	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.4	$450k	6.6k	68.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$428k	7.1k	60.17	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$359k	5.2k	69.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$349k	2.4k	143.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$335k	3.7k	89.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$328k	480.00	682.23	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$306k	6.8k	44.71	View chart
JPMorgan Chase & Co. (JPM)	0.2	$295k	917.00	322.04	View chart
NVIDIA Corporation (NVDA)	0.2	$293k	1.6k	186.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$283k	1.4k	198.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$275k	948.00	290.10	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$270k	874.00	308.97	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$241k	7.3k	32.89	View chart
Amazon (AMZN)	0.2	$237k	1.0k	230.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$234k	495.00	473.31	View chart
Goldman Sachs Etf Tr Small Cap Equity (GSC)	0.2	$231k	4.2k	54.36	View chart
MercadoLibre (MELI)	0.2	$222k	110.00	2014.26	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$221k	5.1k	43.25	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$212k	8.1k	26.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$205k	2.0k	99.89	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$201k	8.7k	23.23	View chart

Past Filings by Northwest Wealth Advisors

SEC 13F filings are viewable for Northwest Wealth Advisors going back to 2025

Northwest Wealth Advisors 2025 Q4 filed Feb. 6, 2026

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