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Wealth Advisors Northwest

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

Top 5 stock holdings are DFAC, DFIC, DFSV, DFGP, DUHP, and represent 53.40% of Wealth Advisors Northwest's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFGP, DUHP, DGCB, DFIC, NFLX, DCOR, DFEM, DFSV, DFGR.
Started 1 new stock position in LLY.
Reduced shares in these 10 stocks: DFAU, VUG, SCHF, HD, WMT, , SBUX, SYK, AAPL, MSFT.
Sold out of its positions in HD, ORCL, SCHF, SBUX, SYK, VUG, WMT.
Wealth Advisors Northwest was a net buyer of stock by $16M.
Wealth Advisors Northwest has $226M in assets under management (AUM), dropping by 9.04%.
Central Index Key (CIK): 0002053892

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

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Portfolio Holdings for Wealth Advisors Northwest

Wealth Advisors Northwest holds 56 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
Dimensional Etf Trust Us Core Equity 2 (DFAC)	24.1	$54M	+7%	1.4M	39.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	7.9	$18M	+7%	519k	34.46	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	7.7	$17M	+4%	525k	32.89	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	7.1	$16M	+26%	295k	54.07	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	6.6	$15M	+13%	394k	38.03	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	5.4	$12M	+15%	225k	54.24	View chart
Amazon (AMZN)	4.7	$11M		46k	230.82	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.5	$8.0M	+11%	241k	33.08	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.3	$7.5M	-6%	161k	46.80	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.0	$6.8M	+4%	179k	38.00	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.4	$5.4M	+8%	171k	31.66	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.7	$3.9M	+4%	91k	42.56	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.7	$3.8M	+31%	51k	73.63	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.5	$3.3M		71k	46.59	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.4	$3.1M	+9%	91k	33.74	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.3	$3.0M	+8%	93k	32.25	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.2	$2.7M	+26%	102k	26.42	View chart
Tesla Motors (TSLA)	1.0	$2.4M		5.2k	449.72	View chart
Spdr Series Trust State Street Spd (SPYG)	1.0	$2.2M	-4%	21k	106.70	View chart
Spdr Series Trust State Street Spd (SPYV)	1.0	$2.2M	-5%	38k	56.81	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$2.1M		64k	32.73	View chart
Apple (AAPL)	0.9	$2.0M	-8%	7.4k	271.87	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$2.0M	+5%	41k	47.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$1.9M	-5%	50k	38.11	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$1.6M	+18%	38k	43.43	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.7	$1.6M		30k	52.63	View chart
Microsoft Corporation (MSFT)	0.6	$1.4M	-9%	2.8k	483.67	View chart
Netflix (NFLX)	0.6	$1.4M	+906%	14k	93.76	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.2M	-7%	37k	32.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$1.1M		17k	69.67	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.0M	-2%	23k	44.41	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.4	$849k	+27%	16k	51.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$848k	-2%	2.5k	335.27	View chart
JPMorgan Chase & Co. (JPM)	0.3	$665k		2.1k	322.27	View chart
Broadcom (AVGO)	0.3	$656k	+134%	1.9k	346.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$580k	-4%	769.00	753.79	View chart
Dimensional Etf Trust International (DFSI)	0.2	$534k	+13%	13k	42.84	View chart
Hewlett Packard Enterprise (HPE)	0.2	$534k		22k	24.02	View chart
Exxon Mobil Corporation (XOM)	0.2	$532k		4.4k	120.34	View chart
Costco Wholesale Corporation (COST)	0.2	$457k	-5%	529.00	863.15	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$416k	-7%	4.6k	90.96	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$407k		5.5k	74.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$407k	+20%	1.3k	313.81	View chart
Visa Com Cl A (V)	0.2	$376k	-4%	1.1k	350.72	View chart
Hp (HPQ)	0.2	$360k		16k	22.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$357k	-23%	1.1k	312.89	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$351k		5.9k	59.54	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$339k	-2%	7.2k	46.81	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$322k	-10%	3.4k	94.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$301k	+5%	598.00	502.65	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$269k	-18%	12k	22.90	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$259k	+14%	6.2k	41.48	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$259k	-5%	1.2k	211.28	View chart
Meta Platforms Cl A (META)	0.1	$252k	+7%	381.00	660.09	View chart
Amgen (AMGN)	0.1	$240k	-4%	733.00	327.31	View chart
Eli Lilly & Co. (LLY)	0.1	$230k	NEW	214.00	1074.68	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 Q4 filed Jan. 16, 2026
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

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