Wealth Advisors Northwest

Wealth Advisors Northwest as of Dec. 31, 2025

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