Wealth Advisors Northwest

Wealth Advisors Northwest as of March 31, 2026

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