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Northwest Wealth Advisors

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

Top 5 stock holdings are SPYG, ILCV, IMCB, SPYV, INTF, and represent 42.28% of Northwest Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: ILCV, SPYG, IMCB, TVAL, TGRT, SPYV, INTF, FELG, FTEC, GSSC.
Started 4 new stock positions in NULG, JNJ, EQIN, XSMO.
Reduced shares in these 10 stocks: MELI, VOOV, IJH, SMH, QQQ, AAPL, DFSV, MSFT, SPMD, DFAS.
Sold out of its position in MELI.
Northwest Wealth Advisors was a net buyer of stock by $15M.
Northwest Wealth Advisors has $140M in assets under management (AUM), dropping by 8.97%.
Central Index Key (CIK): 0002094564

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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 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYG)	10.5	$15M	+17%	151k	97.91	View chart
Ishares Tr Morningstar Valu (ILCV)	10.3	$14M	+18%	155k	93.14	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	8.5	$12M	+21%	143k	83.43	View chart
Spdr Series Trust State Street Spd (SPYV)	7.5	$11M	+9%	186k	56.58	View chart
Ishares Tr Intl Eqty Factor (INTF)	5.4	$7.6M	+13%	194k	38.96	View chart
Fidelity Covington Trust Enhanced Large (FELG)	5.1	$7.2M	+13%	191k	37.49	View chart
T Rowe Price Etf Value Etf (TVAL)	4.6	$6.4M	+22%	178k	36.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.7	$5.1M		11k	479.18	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	3.2	$4.5M	+17%	22k	208.05	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	3.2	$4.4M	+14%	98k	45.65	View chart
T Rowe Price Etf Growth Etf (TGRT)	3.1	$4.3M	+33%	110k	39.31	View chart
Microsoft Corporation (MSFT)	3.0	$4.2M		11k	370.18	View chart
Ishares Tr Morningstar Grwt (ILCG)	2.8	$3.9M	+9%	40k	95.48	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.7	$3.8M	+13%	39k	97.23	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	2.6	$3.7M	+17%	50k	74.55	View chart
Principal Exchange Traded Prin U S Small (PSC)	1.5	$2.2M	+13%	38k	57.32	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	1.5	$2.1M	+4%	29k	73.12	View chart
Spdr Series Trust State Street Spd (SPSM)	1.4	$1.9M	+19%	39k	48.32	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.2	$1.7M	+14%	20k	84.52	View chart
Apple (AAPL)	1.1	$1.5M	-4%	6.0k	253.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$1.4M	+9%	11k	124.31	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$1.3M		3.1k	436.76	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$1.2M	+2%	1.7k	697.91	View chart
Spdr Series Trust State Street Spd (SPMD)	0.8	$1.2M	-2%	20k	59.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.7	$1.0M	+15%	9.3k	109.47	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$899k	-2%	13k	71.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$891k		18k	48.46	View chart
Costco Wholesale Corporation (COST)	0.6	$891k	+3%	894.00	996.38	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.6	$855k	-18%	4.2k	203.78	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.6	$844k	+22%	31k	26.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$842k	-8%	1.5k	577.22	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$841k		22k	38.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$834k		3.9k	215.06	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.6	$777k	+2%	12k	64.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$753k	-17%	11k	67.53	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$662k		20k	33.97	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$660k	+4%	2.2k	302.23	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.3	$458k		6.6k	69.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$452k	+4%	757.00	597.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$452k		3.4k	132.90	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$437k		7.0k	62.56	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$421k		6.9k	61.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$404k	-18%	1.1k	383.40	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$365k		5.2k	70.19	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$361k		2.4k	148.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$339k		3.7k	90.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$313k		481.00	650.10	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$303k	NEW	4.0k	76.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$274k		1.4k	191.78	View chart
JPMorgan Chase & Co. (JPM)	0.2	$270k		917.00	294.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$269k		937.00	287.06	View chart
NVIDIA Corporation (NVDA)	0.2	$260k	-4%	1.5k	174.42	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$259k		876.00	295.25	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$247k		8.6k	28.71	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$234k		5.1k	45.52	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.2	$226k	NEW	4.6k	49.15	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$221k	NEW	2.4k	90.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$217k	+6%	2.2k	99.27	View chart
Amazon (AMZN)	0.2	$217k		1.0k	208.27	View chart
Goldman Sachs Etf Tr Small Cap Equity (GSC)	0.2	$216k	-6%	4.0k	54.64	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$213k	-17%	6.1k	35.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$211k		495.00	426.75	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$208k		8.1k	25.55	View chart
Johnson & Johnson (JNJ)	0.1	$202k	NEW	828.00	244.37	View chart

Past Filings by Northwest Wealth Advisors

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

Northwest Wealth Advisors 2026 Q1 filed April 29, 2026
Northwest Wealth Advisors 2025 Q4 filed Feb. 6, 2026

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