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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, DFSV, DFIC, DFGP, DUHP, and represent 54.70% of Wealth Advisors Northwest's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$5.2M), DGCB, DFGP, DUHP, DFSV, DFIC, DFEM, DFGX, DFCF, DCOR.
Started 2 new stock positions in FMB, SPSB.
Reduced shares in these 10 stocks: DFAU, AMZN, LLY, DISV, DFAE, DEHP, MSFT, DFAI, SLYV, SPDW.
Sold out of its position in LLY.
Wealth Advisors Northwest was a net buyer of stock by $14M.
Wealth Advisors Northwest has $238M in assets under management (AUM), dropping by 5.74%.
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 57 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
Dimensional Etf Trust Us Core Equity 2 (DFAC)	24.6	$59M	+9%	1.5M	38.86	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.1	$19M	+4%	550k	35.04	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.1	$19M	+4%	540k	35.53	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	7.5	$18M	+12%	331k	53.99	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	6.5	$16M	+7%	423k	36.76	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	6.4	$15M	+25%	281k	54.13	View chart
Amazon (AMZN)	3.8	$9.1M	-5%	44k	208.27	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.7	$8.7M	+4%	252k	34.55	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.9	$6.9M	-2%	175k	39.44	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.8	$6.7M	-7%	149k	45.12	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.4	$5.7M	+3%	178k	32.22	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.8	$4.2M	+9%	100k	42.22	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.7	$4.0M	+8%	56k	72.08	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.4	$3.4M		71k	48.46	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.4	$3.3M		92k	35.78	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.3	$3.0M	-2%	90k	33.79	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.2	$2.9M	+8%	110k	26.58	View chart
Spdr Series Trust State Street Spd (SPYV)	0.9	$2.2M	+2%	40k	56.58	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$2.2M		64k	33.97	View chart
Spdr Series Trust State Street Spd (SPYG)	0.9	$2.0M		21k	97.91	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$2.0M	+2%	42k	47.88	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.8	$2.0M	+24%	38k	52.45	View chart
Tesla Motors (TSLA)	0.8	$2.0M		5.2k	371.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$1.9M	-3%	49k	38.96	View chart
Apple (AAPL)	0.8	$1.9M		7.3k	253.80	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$1.7M	+7%	41k	41.09	View chart
Netflix (NFLX)	0.6	$1.4M		14k	96.15	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$1.2M		16k	71.13	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.2M	-8%	34k	33.86	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$1.0M	-2%	22k	45.65	View chart
Microsoft Corporation (MSFT)	0.4	$979k	-6%	2.6k	370.24	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.4	$908k	+7%	18k	51.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$866k	+6%	2.7k	320.81	View chart
Exxon Mobil Corporation (XOM)	0.3	$746k		4.4k	169.66	View chart
Broadcom (AVGO)	0.3	$659k	+12%	2.1k	309.51	View chart
JPMorgan Chase & Co. (JPM)	0.3	$609k		2.1k	294.21	View chart
Dimensional Etf Trust International (DFSI)	0.3	$605k	+14%	14k	42.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$536k		768.00	697.73	View chart
Hewlett Packard Enterprise (HPE)	0.2	$529k		22k	23.81	View chart
Costco Wholesale Corporation (COST)	0.2	$517k		519.00	995.54	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$402k	-6%	4.3k	94.59	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$390k		5.5k	70.91	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$369k		5.9k	62.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$368k		1.3k	286.88	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$346k	+4%	3.6k	96.62	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$323k	-4%	6.9k	46.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$320k	-2%	1.1k	287.47	View chart
Visa Com Cl A (V)	0.1	$320k		1.1k	302.27	View chart
Hp (HPQ)	0.1	$310k		16k	19.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$283k		590.00	479.20	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$281k	+6%	6.6k	42.37	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$280k		12k	23.65	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$275k		1.2k	224.64	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$275k	NEW	5.4k	50.66	View chart
Amgen (AMGN)	0.1	$257k		730.00	351.85	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$219k	NEW	7.3k	30.07	View chart
Meta Platforms Cl A (META)	0.1	$205k	-5%	359.00	572.13	View chart

Past Filings by Wealth Advisors Northwest

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

Wealth Advisors Northwest 2026 Q1 filed April 9, 2026
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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