Northwest Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Northwest Wealth Advisors, LLC held in its portfolio 57 assets valued at $128,479,724 (i.e. $128.48M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($26.33M), ISHARES TR ($12.32M), and ISHARES TR ($9.76M).
The chart below shows the top 10 valuable assets, and the table below shows the top 57 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Northwest Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 357209 | 26330141 | STATE STREET SPD |
| ISHARES TR | 130560 | 12319609 | MORNINGSTAR VALU |
| ISHARES TR | 117988 | 9761122 | MRGSTR MD CP ETF |
| FIDELITY COVINGTON TRUST | 168015 | 7006238 | ENHANCED LARGE |
| ISHARES TR | 171365 | 6469032 | INTL EQTY FACTOR |
| MICROSOFT CORP | 11527 | 5574546 | COM |
| BERKSHIRE HATHAWAY INC DEL | 10701 | 5378608 | CL B NEW |
| T ROWE PRICE ETF INC | 145571 | 5127014 | VALUE ETF |
| FIDELITY COVINGTON TRUST | 18270 | 4104604 | MSCI INFO TECH I |
| ISHARES TR | 37051 | 3854754 | MORNINGSTAR GRWT |
| SPDR INDEX SHS FDS | 85281 | 3787352 | PORTFOLIO DEVLPD |
| T ROWE PRICE ETF INC | 82341 | 3643577 | GROWTH ETF |
| ISHARES TR | 34327 | 3304668 | RUS MID CAP ETF |
| GOLDMAN SACHS ETF TR | 42005 | 3176809 | ACTIVEBETA US |
| J P MORGAN EXCHANGE TRADED F | 27967 | 2022601 | BETABUILDERS I |
| PRINCIPAL EXCHANGE TRADED FD | 33147 | 1913591 | PRIN U S SMALL |
| APPLE INC | 6227 | 1692844 | COM |
| J P MORGAN EXCHANGE TRADED F | 17502 | 1624220 | ACTIVE GROWTH |
| VANGUARD INDEX FDS | 3049 | 1487352 | GROWTH ETF |
| VANGUARD WORLD FD | 1680 | 1266066 | INF TECH ETF |
| ISHARES TR | 9984 | 1199877 | CORE S&P SCP ETF |
| VANGUARD ADMIRAL FDS INC | 5144 | 1053821 | 500 VAL IDX FD |
| INVESCO QQQ TR | 1590 | 976698 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 12909 | 899356 | US SMALL CAP ETF |
| ISHARES TR | 13441 | 887095 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 18352 | 855027 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 21595 | 854950 | US CORE EQUITY 2 |
| VANGUARD SPECIALIZED FUNDS | 3871 | 850857 | DIV APP ETF |
| COSTCO WHSL CORP NEW | 861 | 742355 | COM |
| FIDELITY COVINGTON TRUST | 25669 | 690235 | MSCI RL EST ETF |
| DIMENSIONAL ETF TRUST | 19463 | 637037 | WORLD EX US CORE |
| INVESCO EXCHANGE TRADED FD T | 7992 | 636010 | S&P500 EQL ENR |
| VANGUARD INDEX FDS | 2096 | 633228 | SML CP GRW ETF |
| ISHARES TR | 11667 | 554536 | U.S. ENERGY ETF |
| SELECT SECTOR SPDR TR | 3400 | 489498 | STATE STREET TEC |
| VANECK ETF TRUST | 1296 | 466706 | SEMICONDUCTR ETF |
| VANGUARD INDEX FDS | 725 | 454784 | S&P 500 ETF SHS |
| ISHARES TR | 6568 | 449913 | MRNING SM CP ETF |
| PACER FDS TR | 7109 | 427768 | US CASH COWS 100 |
| ISHARES TR | 5175 | 359242 | CORE DIV GRWTH |
| VANGUARD WHITEHALL FDS | 2433 | 349175 | HIGH DIV YLD |
| ISHARES TR | 3740 | 334614 | CORE MSCI EAFE |
| SPDR S&P 500 ETF TR | 480 | 327468 | TR UNIT |
| SELECT SECTOR SPDR TR | 6837 | 305684 | STATE STREET ENE |
| JPMORGAN CHASE & CO. | 917 | 295314 | COM |
| NVIDIA CORPORATION | 1570 | 292854 | COM |
| ISHARES TR | 1425 | 282976 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 948 | 275011 | MID CAP ETF |
| VANGUARD SCOTTSDALE FDS | 874 | 270037 | VNG RUS1000IDX |
| DIMENSIONAL ETF TRUST | 7339 | 241386 | US SMALL CAP VAL |
| AMAZON COM INC | 1027 | 237052 | COM |
| ISHARES TR | 495 | 234286 | RUS 1000 GRW ETF |
| GOLDMAN SACHS ETF TR | 4246 | 230808 | SMALL CAP EQUITY |
| MERCADOLIBRE INC | 110 | 221569 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8076 | 211904 | FT VEST RIS |
| ISHARES TR | 2048 | 204579 | CORE US AGGBD ET |
| FIRST TR EXCHANGE TRAD FD VI | 8664 | 201266 | FST TR GLB FD |
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