Northwest Wealth Management
Latest statistics and disclosures from Northwest Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGIT, ITOT, DFAC, VTI, VTIP, and represent 32.80% of Northwest Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VGIT (+$7.1M), DFSD, IDEV, VTIP, ITOT, DFEM, AVUV, IEMG, BMY, CNC.
- Started 39 new stock positions in CAT, BMRN, BDX, ESTC, CNC, ALNY, TGT, TJX, UTHR, GDXJ.
- Reduced shares in these 10 stocks: NVDA (-$7.0M), AOA, VTI, AVDV, AOR, DFAT, AVEM, DFIV, SPDW, DFAC.
- Sold out of its positions in ABT, DASH, DUOL, F, INTU, IEF, AOM, MANH, MRVL, MOH. ORLY, SPIP.
- Northwest Wealth Management was a net buyer of stock by $16M.
- Northwest Wealth Management has $635M in assets under management (AUM), dropping by 4.70%.
- Central Index Key (CIK): 0001695344
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Portfolio Holdings for Northwest Wealth Management
Northwest Wealth Management holds 246 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 8.8 | $56M | +14% | 935k | 59.93 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 8.0 | $51M | +5% | 344k | 148.69 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 7.9 | $50M | 1.3M | 39.59 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.2 | $27M | -5% | 79k | 335.27 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 3.9 | $25M | +11% | 498k | 49.46 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 3.6 | $23M | +18% | 479k | 47.95 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.6 | $23M | -5% | 241k | 93.97 |
|
| Ishares Tr Core Msci Intl (IDEV) | 3.0 | $19M | +18% | 231k | 82.48 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.9 | $18M | +4% | 180k | 101.98 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.3 | $15M | 252k | 58.73 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 2.2 | $14M | +3% | 185k | 74.17 |
|
| Apple (AAPL) | 1.8 | $12M | 42k | 271.86 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.8 | $11M | -5% | 224k | 49.90 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $11M | -39% | 58k | 186.50 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.6 | $11M | -6% | 136k | 77.02 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.6 | $10M | +12% | 310k | 33.08 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.6 | $10M | -3% | 123k | 82.32 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.6 | $10M | +5% | 265k | 38.11 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.4 | $8.9M | -2% | 79k | 111.78 |
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 1.2 | $7.5M | +9% | 127k | 58.74 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.0 | $6.4M | 137k | 46.59 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.0 | $6.2M | -11% | 104k | 59.54 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.9 | $5.8M | -2% | 64k | 90.97 |
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $5.8M | +16% | 86k | 67.22 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $5.8M | 11k | 502.63 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.9 | $5.6M | +9% | 176k | 31.66 |
|
| Tesla Motors (TSLA) | 0.8 | $5.4M | +11% | 12k | 449.72 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $5.1M | -7% | 82k | 62.47 |
|
| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.8 | $5.1M | 219k | 23.30 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.8 | $4.8M | +9% | 127k | 38.00 |
|
| Amazon (AMZN) | 0.8 | $4.8M | 21k | 230.82 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $4.7M | -6% | 9.7k | 483.60 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $4.7M | -4% | 66k | 71.41 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.7 | $4.5M | +4% | 107k | 42.56 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.6 | $4.0M | +12% | 116k | 34.46 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.6 | $3.8M | 117k | 32.57 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $3.7M | 21k | 181.21 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.5 | $3.4M | +13% | 90k | 38.03 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $3.2M | -15% | 72k | 44.41 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $2.9M | -10% | 14k | 211.79 |
|
| Casey's General Stores (CASY) | 0.5 | $2.9M | -5% | 5.2k | 552.71 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $2.9M | -4% | 15k | 190.99 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $2.8M | 86k | 32.73 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $2.7M | +11% | 25k | 111.41 |
|
| Eaton Corp SHS (ETN) | 0.4 | $2.7M | 8.5k | 318.51 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.4 | $2.6M | 80k | 32.89 |
|
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.4 | $2.6M | +14% | 99k | 26.42 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.5M | 7.8k | 322.21 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.4M | +3% | 7.6k | 313.82 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.4 | $2.2M | 27k | 82.50 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $2.0M | 23k | 89.46 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.0M | +2% | 3.2k | 627.08 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.9M | -8% | 36k | 53.76 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.9M | -15% | 24k | 78.81 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.7M | -2% | 23k | 73.56 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.2 | $1.6M | -3% | 35k | 44.55 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.2 | $1.5M | +25% | 32k | 48.17 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.5M | 2.00 | 754800.00 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $1.5M | 33k | 45.21 |
|
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $1.5M | -72% | 16k | 89.56 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.4M | 26k | 54.71 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.3M | -4% | 11k | 120.34 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.2 | $1.3M | -15% | 18k | 75.77 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.2M | -13% | 1.8k | 684.90 |
|
| Wells Fargo & Company (WFC) | 0.2 | $1.1M | 12k | 93.20 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $1.1M | -3% | 24k | 46.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | -5% | 3.4k | 313.04 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.0M | -6% | 4.7k | 219.77 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $1.0M | -54% | 16k | 65.01 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $989k | 4.0k | 246.13 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $966k | -2% | 11k | 88.49 |
|
| Union Pacific Corporation (UNP) | 0.2 | $961k | -3% | 4.2k | 231.30 |
|
| Pepsi (PEP) | 0.2 | $953k | +18% | 6.6k | 143.52 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $933k | -5% | 1.9k | 487.94 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $931k | -2% | 866.00 | 1074.68 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $920k | +11% | 5.2k | 177.75 |
|
| Deere & Company (DE) | 0.1 | $914k | 2.0k | 465.48 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $847k | -13% | 1.3k | 660.09 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $844k | 17k | 49.84 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $832k | -14% | 8.1k | 102.54 |
|
| Merck & Co (MRK) | 0.1 | $823k | +39% | 7.8k | 105.25 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $808k | +17% | 15k | 53.36 |
|
| Intel Corporation (INTC) | 0.1 | $790k | +5% | 21k | 36.90 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $772k | -23% | 17k | 46.81 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $768k | -18% | 7.0k | 109.91 |
|
| Micron Technology (MU) | 0.1 | $759k | +19% | 2.7k | 285.41 |
|
| Broadcom (AVGO) | 0.1 | $748k | -4% | 2.2k | 346.10 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $732k | +42% | 7.3k | 99.85 |
|
| Johnson & Johnson (JNJ) | 0.1 | $732k | -6% | 3.5k | 206.93 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $722k | -2% | 19k | 37.87 |
|
| Advanced Micro Devices (AMD) | 0.1 | $707k | -4% | 3.3k | 214.16 |
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $691k | -14% | 17k | 41.55 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $689k | NEW | 13k | 53.94 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $683k | -2% | 6.7k | 102.40 |
|
| Ecolab (ECL) | 0.1 | $683k | -11% | 2.6k | 262.52 |
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| Centene Corporation (CNC) | 0.1 | $674k | NEW | 16k | 41.15 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $669k | -15% | 37k | 18.22 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $648k | 7.6k | 85.77 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $642k | NEW | 4.0k | 162.14 |
|
| Ge Aerospace Com New (GE) | 0.1 | $641k | +9% | 2.1k | 308.07 |
|
| Oracle Corporation (ORCL) | 0.1 | $635k | -14% | 3.3k | 194.93 |
|
| Chubb (CB) | 0.1 | $629k | +63% | 2.0k | 312.12 |
|
| Capital One Financial (COF) | 0.1 | $627k | +78% | 2.6k | 242.32 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $618k | 25k | 24.33 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $614k | -34% | 4.4k | 141.07 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $605k | -3% | 7.3k | 82.82 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $604k | 5.3k | 113.73 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $580k | +19% | 2.6k | 219.36 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $574k | -7% | 13k | 45.88 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $559k | -6% | 2.2k | 257.92 |
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| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.1 | $557k | NEW | 22k | 25.17 |
|
| General Motors Company (GM) | 0.1 | $526k | -7% | 6.5k | 81.32 |
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| FedEx Corporation (FDX) | 0.1 | $521k | +42% | 1.8k | 288.86 |
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| PG&E Corporation (PCG) | 0.1 | $519k | +64% | 32k | 16.07 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $518k | +25% | 6.4k | 81.03 |
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| Comfort Systems USA (FIX) | 0.1 | $518k | +50% | 555.00 | 933.29 |
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| Copart (CPRT) | 0.1 | $510k | -4% | 13k | 39.15 |
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| Spdr Series Trust State Street Spd (SHM) | 0.1 | $509k | 11k | 47.99 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $496k | 564.00 | 879.25 |
|
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| Edison International (EIX) | 0.1 | $496k | +114% | 8.3k | 60.02 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $491k | +74% | 3.6k | 135.72 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $490k | 11k | 45.80 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $488k | 21k | 23.65 |
|
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| Amphenol Corp Cl A (APH) | 0.1 | $478k | +9% | 3.5k | 135.14 |
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| Constellation Energy (CEG) | 0.1 | $475k | 1.3k | 353.27 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $469k | -10% | 3.9k | 119.35 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $454k | 6.5k | 69.47 |
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| Booking Holdings (BKNG) | 0.1 | $450k | +78% | 84.00 | 5355.33 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $450k | 18k | 25.48 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $447k | 656.00 | 681.92 |
|
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| Ge Vernova (GEV) | 0.1 | $443k | +45% | 678.00 | 653.57 |
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| Expedia Group Com New (EXPE) | 0.1 | $433k | +18% | 1.5k | 283.31 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $430k | -34% | 5.5k | 77.89 |
|
| Zoom Communications Cl A (ZM) | 0.1 | $430k | NEW | 5.0k | 86.29 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $429k | +58% | 3.3k | 131.03 |
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| Western Digital (WDC) | 0.1 | $428k | +43% | 2.5k | 172.27 |
|
| American Express Company (AXP) | 0.1 | $425k | -2% | 1.1k | 369.95 |
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| Alliant Energy Corporation (LNT) | 0.1 | $424k | 6.5k | 65.01 |
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|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $423k | -32% | 2.2k | 191.60 |
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| Sofi Technologies (SOFI) | 0.1 | $415k | 16k | 26.18 |
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| Verisign (VRSN) | 0.1 | $408k | +46% | 1.7k | 242.95 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $406k | 8.6k | 47.02 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $404k | +38% | 2.2k | 184.20 |
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| Philip Morris International (PM) | 0.1 | $404k | +2% | 2.5k | 160.37 |
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| PNC Financial Services (PNC) | 0.1 | $400k | +38% | 1.9k | 208.73 |
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| Medpace Hldgs (MEDP) | 0.1 | $395k | +71% | 703.00 | 561.65 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $393k | +7% | 6.7k | 58.62 |
|
| Phillips 66 (PSX) | 0.1 | $384k | +64% | 3.0k | 129.04 |
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| Iqvia Holdings (IQV) | 0.1 | $380k | +26% | 1.7k | 225.41 |
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| Abbvie (ABBV) | 0.1 | $379k | -5% | 1.7k | 228.46 |
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| Polaris Industries (PII) | 0.1 | $377k | 6.0k | 63.25 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $373k | NEW | 11k | 34.46 |
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| Home Depot (HD) | 0.1 | $371k | -9% | 1.1k | 344.12 |
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| Costco Wholesale Corporation (COST) | 0.1 | $369k | -8% | 428.00 | 863.06 |
|
| Citigroup Com New (C) | 0.1 | $369k | +42% | 3.2k | 116.70 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $369k | 16k | 22.90 |
|
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| International Business Machines (IBM) | 0.1 | $368k | +8% | 1.2k | 296.28 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $368k | +32% | 5.3k | 69.40 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $367k | -2% | 4.9k | 75.44 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $366k | NEW | 474.00 | 771.87 |
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| Natera (NTRA) | 0.1 | $365k | NEW | 1.6k | 229.09 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $365k | +65% | 754.00 | 483.67 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $360k | 8.3k | 43.55 |
|
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| Bank of America Corporation (BAC) | 0.1 | $359k | -5% | 6.5k | 55.00 |
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| Dollar General (DG) | 0.1 | $356k | NEW | 2.7k | 132.77 |
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| Illumina (ILMN) | 0.1 | $347k | NEW | 2.6k | 131.16 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $347k | -9% | 4.4k | 79.73 |
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| Las Vegas Sands (LVS) | 0.1 | $340k | NEW | 5.2k | 65.09 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $337k | -21% | 3.0k | 113.10 |
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| Technipfmc (FTI) | 0.1 | $337k | +46% | 7.6k | 44.56 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $335k | NEW | 1.7k | 194.31 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $335k | +42% | 1.3k | 268.30 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $335k | -11% | 957.00 | 350.14 |
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| Waste Management (WM) | 0.1 | $331k | +17% | 1.5k | 219.71 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $330k | -7% | 14k | 24.04 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $328k | 19k | 17.71 |
|
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| Procter & Gamble Company (PG) | 0.1 | $328k | +8% | 2.3k | 143.31 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $320k | +31% | 906.00 | 353.61 |
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| Servicenow (NOW) | 0.1 | $320k | NEW | 2.1k | 153.19 |
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| Cme (CME) | 0.1 | $319k | 1.2k | 273.08 |
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| Roper Industries (ROP) | 0.0 | $317k | NEW | 713.00 | 445.13 |
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| Tapestry (TPR) | 0.0 | $315k | +3% | 2.5k | 127.77 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $306k | 541.00 | 566.36 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.0 | $305k | -2% | 1.9k | 159.93 |
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| Verizon Communications (VZ) | 0.0 | $301k | -5% | 7.4k | 40.73 |
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| Altria (MO) | 0.0 | $299k | 5.2k | 57.66 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $294k | -31% | 2.1k | 143.31 |
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| United Parcel Service CL B (UPS) | 0.0 | $293k | NEW | 3.0k | 99.19 |
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| Cisco Systems (CSCO) | 0.0 | $291k | -3% | 3.8k | 77.02 |
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| McDonald's Corporation (MCD) | 0.0 | $290k | -7% | 948.00 | 305.51 |
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| ConocoPhillips (COP) | 0.0 | $284k | NEW | 3.0k | 93.61 |
|
| TJX Companies (TJX) | 0.0 | $284k | NEW | 1.8k | 153.61 |
|
| General Dynamics Corporation (GD) | 0.0 | $277k | NEW | 822.00 | 336.49 |
|
| Alps Etf Tr Alerian Energy (ENFR) | 0.0 | $276k | -8% | 8.8k | 31.45 |
|
| Chevron Corporation (CVX) | 0.0 | $275k | -29% | 1.8k | 152.44 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $270k | 3.7k | 72.68 |
|
|
| Lattice Strategies Tr Hartford Mlt Sml (ROSC) | 0.0 | $268k | 5.7k | 47.00 |
|
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| Best Buy (BBY) | 0.0 | $261k | +40% | 3.9k | 66.93 |
|
| Walt Disney Company (DIS) | 0.0 | $259k | -7% | 2.3k | 113.78 |
|
| Becton, Dickinson and (BDX) | 0.0 | $258k | NEW | 1.3k | 194.02 |
|
| 3M Company (MMM) | 0.0 | $256k | +8% | 1.6k | 160.07 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $255k | 1.7k | 148.98 |
|
|
| Exelixis (EXEL) | 0.0 | $253k | NEW | 5.8k | 43.83 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $253k | 2.1k | 119.75 |
|
|
| Neurocrine Biosciences (NBIX) | 0.0 | $252k | NEW | 1.8k | 141.83 |
|
| Corning Incorporated (GLW) | 0.0 | $252k | +2% | 2.9k | 87.56 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $250k | NEW | 512.00 | 487.25 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $248k | NEW | 2.4k | 101.56 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $245k | NEW | 1.4k | 181.25 |
|
| First Tr Exchange-traded A Com Shs (FTA) | 0.0 | $244k | 2.8k | 86.15 |
|
|
| Visa Com Cl A (V) | 0.0 | $242k | -18% | 691.00 | 350.71 |
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $241k | +4% | 9.7k | 24.89 |
|
| Emcor (EME) | 0.0 | $241k | NEW | 394.00 | 611.79 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $240k | NEW | 421.00 | 570.88 |
|
| Fortinet (FTNT) | 0.0 | $240k | NEW | 3.0k | 79.42 |
|
| Caterpillar (CAT) | 0.0 | $239k | NEW | 416.00 | 573.40 |
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $232k | 2.7k | 85.91 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $232k | -19% | 2.2k | 107.11 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $231k | NEW | 3.9k | 59.43 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $229k | NEW | 6.2k | 37.00 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $229k | NEW | 1.3k | 171.18 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $229k | 1.7k | 136.07 |
|
|
| Toll Brothers (TOL) | 0.0 | $228k | 1.7k | 135.22 |
|
|
| Elastic N V Ord Shs (ESTC) | 0.0 | $228k | NEW | 3.0k | 75.44 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $225k | NEW | 565.00 | 397.65 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $221k | 366.00 | 605.01 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $220k | -6% | 980.00 | 224.92 |
|
| At&t (T) | 0.0 | $216k | -3% | 8.7k | 24.84 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $216k | NEW | 1.9k | 113.78 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $215k | +6% | 9.3k | 23.23 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $213k | +6% | 956.00 | 223.23 |
|
| Target Corporation (TGT) | 0.0 | $213k | NEW | 2.2k | 97.73 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $213k | +39% | 4.8k | 44.71 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $213k | +100% | 1.5k | 143.97 |
|
| Stryker Corporation (SYK) | 0.0 | $210k | -16% | 598.00 | 351.47 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.0 | $208k | NEW | 5.0k | 41.92 |
|
| First Tr Exchange-traded A Sml Cap Val Alph (FYT) | 0.0 | $207k | 3.7k | 56.69 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $207k | 532.00 | 389.20 |
|
|
| Nextera Energy (NEE) | 0.0 | $207k | NEW | 2.6k | 80.28 |
|
| Adt (ADT) | 0.0 | $202k | +13% | 25k | 8.07 |
|
| Hecla Mining Company (HL) | 0.0 | $200k | 10k | 19.19 |
|
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $200k | NEW | 1.0k | 198.72 |
|
| Ea Series Trust Bridgeway Blue (BBLU) | 0.0 | $162k | -26% | 11k | 15.26 |
|
| Cleanspark Com New (CLSK) | 0.0 | $103k | -33% | 10k | 10.12 |
|
| Marathon Digital Holdings In (MARA) | 0.0 | $96k | -6% | 11k | 8.98 |
|
| Freeport-mcmoran CL B Call Option (FCX) | 0.0 | $68k | NEW | 7.6k | 8.97 |
|
Past Filings by Northwest Wealth Management
SEC 13F filings are viewable for Northwest Wealth Management going back to 2016
- Northwest Wealth Management 2025 Q4 filed Jan. 14, 2026
- Northwest Wealth Management 2025 Q3 filed Oct. 14, 2025
- Northwest Wealth Management 2025 Q2 filed July 17, 2025
- Northwest Wealth Management 2025 Q1 filed April 25, 2025
- Northwest Wealth Management 2024 Q4 filed Feb. 10, 2025
- Northwest Wealth Management 2024 Q3 filed Nov. 4, 2024
- Northwest Wealth Management 2024 Q2 filed Aug. 5, 2024
- Northwest Wealth Management 2024 Q1 filed May 14, 2024
- Northwest Wealth Management 2023 Q4 filed Feb. 14, 2024
- Northwest Wealth Management 2023 Q3 filed Nov. 1, 2023
- Northwest Wealth Management 2023 Q2 filed Aug. 7, 2023
- Northwest Wealth Management 2023 Q1 filed May 10, 2023
- Northwest Wealth Management 2022 Q4 filed Feb. 7, 2023
- Northwest Wealth Management 2022 Q3 filed Oct. 27, 2022
- Northwest Wealth Management 2022 Q2 filed July 26, 2022
- Northwest Wealth Management 2022 Q1 filed April 29, 2022