Wealth Advisors Northwest

Wealth Advisors Northwest as of June 30, 2025

Portfolio Holdings for Wealth Advisors Northwest

Wealth Advisors Northwest holds 61 positions in its portfolio as reported in the June 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) 24.7 $47M 1.3M 35.84
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.9 $15M 513k 29.43
Dimensional Etf Trust Intl Core Equity (DFIC) 7.4 $14M 453k 31.09
Dimensional Etf Trust Us High Profitab (DUHP) 6.5 $12M 349k 35.56
Dimensional Etf Trust Global Core Plus (DFGP) 5.7 $11M 200k 54.49
Amazon (AMZN) 5.1 $9.7M 44k 219.39
Dimensional Etf Trust Global Cr Etf (DGCB) 4.7 $8.9M 164k 54.23
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.8 $7.2M 169k 42.36
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.3 $6.2M 210k 29.68
Dimensional Etf Trust Intl Small Cap V (DISV) 3.1 $5.8M 178k 32.91
Dimensional Etf Trust Intl High Profit (DIHP) 2.5 $4.7M 160k 29.49
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.8 $3.4M 81k 42.28
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.5 $2.9M 69k 42.26
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.3 $2.6M 85k 29.99
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.3 $2.4M 87k 28.00
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.2 $2.3M 24k 95.32
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.2 $2.2M 42k 52.34
Dimensional Etf Trust World Ex Us Core (DFAX) 1.0 $1.9M 65k 29.37
Netflix (NFLX) 1.0 $1.9M 1.4k 1339.13
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.0 $1.8M 53k 34.57
Dimensional Etf Trust Global Real Est (DFGR) 0.9 $1.8M 66k 26.83
Apple (AAPL) 0.9 $1.7M 8.4k 205.16
Dimensional Etf Trust Short Duration F (DFSD) 0.9 $1.7M 36k 48.01
Tesla Motors (TSLA) 0.9 $1.7M 5.2k 317.66
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.8 $1.6M 40k 39.25
Microsoft Corporation (MSFT) 0.8 $1.5M 3.1k 497.40
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $1.2M 19k 63.71
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $1.2M 40k 28.95
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.6 $1.1M 20k 53.36
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $952k 24k 40.49
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.5 $898k 13k 66.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $786k 2.6k 303.93
JPMorgan Chase & Co. (JPM) 0.3 $595k 2.1k 289.84
Dimensional Etf Trust Us Real Estate E (DFAR) 0.3 $577k 25k 23.46
Dimensional Etf Trust Global Sustaina (DFSB) 0.3 $556k 11k 52.43
Costco Wholesale Corporation (COST) 0.3 $549k 555.00 989.11
Vanguard World Inf Tech Etf (VGT) 0.3 $533k 804.00 663.29
Dimensional Etf Trust International (DFSI) 0.3 $531k 14k 39.41
Exxon Mobil Corporation (XOM) 0.2 $474k 4.4k 107.80
Hewlett Packard Enterprise (HPE) 0.2 $454k 22k 20.45
Visa Com Cl A (V) 0.2 $403k 1.1k 355.04
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.2 $398k 5.0k 79.76
Hp (HPQ) 0.2 $396k 16k 24.46
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $367k 5.5k 67.02
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $362k 6.7k 53.96
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.2 $348k 3.9k 88.75
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $320k 7.5k 42.74
Vanguard World Consum Stp Etf (VDC) 0.2 $287k 1.3k 219.04
Vanguard Index Fds Growth Etf (VUG) 0.2 $286k 653.00 438.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $272k 560.00 485.77
Alphabet Cap Stk Cl A (GOOGL) 0.1 $260k 1.5k 176.29
Meta Platforms Cl A (META) 0.1 $258k 349.00 738.09
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $252k 6.6k 38.06
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $241k 11k 22.10
Home Depot (HD) 0.1 $240k 654.00 366.89
Eli Lilly & Co. (LLY) 0.1 $239k 307.00 779.53
Wal-Mart Stores (WMT) 0.1 $238k 2.4k 97.80
Amgen (AMGN) 0.1 $233k 833.00 279.29
Starbucks Corporation (SBUX) 0.1 $228k 2.5k 91.63
Broadcom (AVGO) 0.1 $218k 791.00 275.65
Stryker Corporation (SYK) 0.1 $216k 547.00 395.63