Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wealth Advisors Northwest

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

Top 5 stock holdings are DFAC, DFSV, DFIC, DUHP, DFGP, and represent 51.77% of Wealth Advisors Northwest's stock portfolio.
Added to shares of these 10 stocks: DCOR, DFGP, DGCB, DFIC, DFCF, DFGX, DFGR, GOOG, ORCL, DFAU.
Started 2 new stock positions in GOOG, ORCL.
Reduced shares in these 10 stocks: DFAC, DFUV, DFSU, DFSV, SPYG, DFAR, LLY, DISV, DFAS, AAPL.
Sold out of its position in LLY.
Wealth Advisors Northwest was a net buyer of stock by $5.2M.
Wealth Advisors Northwest has $207M in assets under management (AUM), dropping by 8.96%.
Central Index Key (CIK): 0002053892

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Wealth Advisors Northwest

Wealth Advisors Northwest holds 62 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	23.8	$49M	-2%	1.3M	38.57	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	7.7	$16M	-2%	502k	31.84	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	7.6	$16M	+6%	482k	32.79	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	6.4	$13M		349k	37.77	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	6.3	$13M	+16%	233k	55.57	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	5.2	$11M	+18%	195k	55.45	View chart
Amazon (AMZN)	4.8	$9.9M		45k	219.57	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.8	$7.9M	+2%	173k	45.76	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.4	$6.9M	+2%	216k	32.07	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.0	$6.1M	-3%	171k	35.69	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.3	$4.8M		158k	30.39	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.8	$3.7M	+25%	87k	42.76	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.6	$3.2M	-10%	72k	44.69	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.4	$2.8M	+190%	39k	71.94	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.3	$2.6M	-2%	83k	31.89	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.3	$2.6M		86k	30.54	View chart
Tesla Motors (TSLA)	1.1	$2.3M		5.2k	444.72	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.1	$2.3M	-9%	22k	104.51	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.1	$2.3M	-3%	41k	55.33	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$2.2M	+21%	80k	27.31	View chart
Apple (AAPL)	1.0	$2.0M	-4%	8.0k	254.64	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$2.0M	-2%	64k	31.38	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$1.9M		53k	36.35	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$1.9M	+9%	39k	48.19	View chart
Netflix (NFLX)	0.8	$1.7M		1.4k	1198.92	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.8	$1.6M	+51%	30k	53.96	View chart
Microsoft Corporation (MSFT)	0.8	$1.6M		3.1k	517.97	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$1.3M	-19%	32k	42.47	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$1.3M		40k	31.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$1.1M	-13%	17k	68.46	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$1.0M		24k	42.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$848k		2.6k	328.17	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.3	$684k	+21%	13k	53.27	View chart
JPMorgan Chase & Co. (JPM)	0.3	$649k		2.1k	315.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$600k		804.00	746.64	View chart
Hewlett Packard Enterprise (HPE)	0.3	$546k		22k	24.56	View chart
Costco Wholesale Corporation (COST)	0.3	$518k		560.00	924.86	View chart
Exxon Mobil Corporation (XOM)	0.2	$498k		4.4k	112.75	View chart
Dimensional Etf Trust International (DFSI)	0.2	$451k	-18%	11k	40.95	View chart
Hp (HPQ)	0.2	$440k		16k	27.23	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$439k		4.9k	88.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$397k		5.5k	72.44	View chart
Visa Com Cl A (V)	0.2	$382k		1.1k	341.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$365k		1.5k	243.02	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.2	$359k	-2%	3.8k	94.31	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$346k		7.4k	46.81	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$343k	-41%	14k	23.85	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$343k	-12%	5.9k	58.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$313k		653.00	479.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$285k		566.00	502.74	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$276k		1.3k	213.77	View chart
Broadcom (AVGO)	0.1	$266k	+2%	807.00	329.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$261k	NEW	1.1k	243.54	View chart
Meta Platforms Cl A (META)	0.1	$260k		354.00	734.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$254k		11k	23.28	View chart
Home Depot (HD)	0.1	$235k	-11%	581.00	405.05	View chart
Wal-Mart Stores (WMT)	0.1	$232k	-7%	2.3k	103.08	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$225k	-17%	5.5k	41.09	View chart
Oracle Corporation (ORCL)	0.1	$221k	NEW	787.00	281.19	View chart
Amgen (AMGN)	0.1	$217k	-7%	769.00	282.29	View chart
Starbucks Corporation (SBUX)	0.1	$210k		2.5k	84.60	View chart
Stryker Corporation (SYK)	0.1	$202k		547.00	369.67	View chart

Past Filings by Wealth Advisors Northwest

SEC 13F filings are viewable for Wealth Advisors Northwest going back to 2024

Wealth Advisors Northwest 2025 Q3 filed Oct. 9, 2025
Wealth Advisors Northwest 2025 Q2 filed July 24, 2025
Wealth Advisors Northwest 2025 Q1 filed April 16, 2025
Wealth Advisors Northwest 2024 Q4 filed Jan. 29, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z