NORTHWEST WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, NORTHWEST WEALTH MANAGEMENT, LLC held in its portfolio 243 assets valued at $635,523,423 (i.e. $635.52M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($56.04M), ISHARES TR ($51.12M), and DIMENSIONAL ETF TRUST ($49.93M).
The chart below shows the top 10 valuable assets, and the table below shows the top 243 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NORTHWEST WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 935060 | 56038124 | INTER TERM TREAS |
| ISHARES TR | 343832 | 51124343 | CORE S&P TTL STK |
| DIMENSIONAL ETF TRUST | 1261235 | 49932293 | US CORE EQUITY 2 |
| VANGUARD INDEX FDS | 79431 | 26630755 | TOTAL STK MKT |
| VANGUARD MALVERN FDS | 497737 | 24618057 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 479430 | 22988656 | SHORT DURATION F |
| AMERICAN CENTY ETF TR | 240705 | 22619044 | INTL SMCP VLU |
| ISHARES TR | 230897 | 19044354 | CORE MSCI INTL |
| AMERICAN CENTY ETF TR | 179990 | 18355371 | US SML CP VALU |
| VANGUARD SCOTTSDALE FDS | 252103 | 14806000 | SHORT TERM TREAS |
| DIMENSIONAL ETF TRUST | 185009 | 13722140 | US EQUITY MARKET |
| APPLE INC | 42150 | 11459005 | COM |
| DIMENSIONAL ETF TRUST | 224156 | 11185366 | INTERNATNAL VAL |
| NVIDIA CORPORATION | 58116 | 10838614 | COM |
| AMERICAN CENTY ETF TR | 135744 | 10455020 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 309777 | 10247421 | EMERGING MKTS CO |
| AMERICAN CENTY ETF TR | 123442 | 10161774 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 265187 | 10106272 | INTL CORE EQT MK |
| AMERICAN CENTY ETF TR | 79440 | 8879852 | US EQT ETF |
| SPDR SERIES TRUST | 101974 | 8589861 | STATE STREET SPD |
| AMERICAN CENTY ETF TR | 127278 | 7476288 | AVANTIS US SMALL |
| DIMENSIONAL ETF TRUST | 137292 | 6396434 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 103475 | 6160930 | US TARGETED VLU |
| ISHARES INC | 86202 | 5794523 | CORE MSCI EMKT |
| BERKSHIRE HATHAWAY INC DEL | 11448 | 5754133 | CL B NEW |
| DIMENSIONAL ETF TRUST | 175671 | 5562623 | INTL HIGH PROFIT |
| TESLA INC | 11907 | 5354816 | COM |
| VANGUARD TAX-MANAGED FDS | 81932 | 5118262 | VAN FTSE DEV MKT |
| EA SERIES TRUST | 219313 | 5109993 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 127443 | 4842834 | INTL SMALL CAP V |
| AMAZON COM INC | 20869 | 4816983 | COM |
| MICROSOFT CORP | 9681 | 4681686 | COM |
| ISHARES TR | 65465 | 4674828 | EAFE VALUE ETF |
| DIMENSIONAL ETF TRUST | 106792 | 4545068 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 116321 | 4008416 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 117093 | 3813712 | EMGR CRE EQT MNG |
| ISHARES TR | 20676 | 3746698 | RUS 2000 VAL ETF |
| DIMENSIONAL ETF TRUST | 89859 | 3417338 | US HIGH PROFITAB |
| SPDR INDEX SHS FDS | 71467 | 3173849 | PORTFOLIO DEVLPD |
| SCHWAB STRATEGIC TR | 67507 | 3028963 | FUNDAMENTAL INTL |
| VANGUARD INDEX FDS | 13776 | 2917685 | SM CP VAL ETF |
| CASEYS GEN STORES INC | 5223 | 2886786 | COM |
| VANGUARD INDEX FDS | 15003 | 2865477 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 86046 | 2816292 | WORLD EX US CORE |
| WALMART INC | 24501 | 2729699 | COM |
| EATON CORP PLC | 8492 | 2704787 | SHS |
| DIMENSIONAL ETF TRUST | 79632 | 2619096 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 98660 | 2606606 | GLOBAL REAL EST |
| JPMORGAN CHASE & CO. | 7801 | 2513561 | COM |
| ALPHABET INC | 7613 | 2389096 | CAP STK CL C |
| ISHARES TR | 22534 | 2015849 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 3155 | 1978442 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 35718 | 1920188 | FTSE EMR MKT ETF |
| VANGUARD BD INDEX FDS | 23805 | 1876067 | SHORT TRM BOND |
| VANGUARD INTL EQUITY INDEX F | 22586 | 1661450 | ALLWRLD EX US |
| DIMENSIONAL ETF TRUST | 31662 | 1525159 | NATL MUN BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| ISHARES TR | 16320 | 1461588 | CORE 80/20 AGGRE |
| ISHARES TR | 25546 | 1397622 | MSCI EMG MKT ETF |
| EXXON MOBIL CORP | 11156 | 1342474 | COM |
| AMERICAN CENTY ETF TR | 17623 | 1335268 | US LARGE CAP VLU |
| ISHARES TR | 1767 | 1210214 | CORE S&P500 ETF |
| WELLS FARGO CO NEW | 12103 | 1128000 | COM |
| DIMENSIONAL ETF TRUST | 23914 | 1119175 | US CORE EQT MKT |
| ALPHABET INC | 3417 | 1069670 | CAP STK CL A |
| VANGUARD SPECIALIZED FUNDS | 4708 | 1034690 | DIV APP ETF |
| ISHARES TR | 15865 | 1031380 | CORE 60/40 BALAN |
| VANGUARD INDEX FDS | 10911 | 965474 | REAL ESTATE ETF |
| UNION PAC CORP | 4156 | 961271 | COM |
| PEPSICO INC | 6641 | 953101 | COM |
| ISHARES TR | 4016 | 939270 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 1912 | 932949 | GROWTH ETF |
| ELI LILLY & CO | 866 | 930673 | COM |
| PALANTIR TECHNOLOGIES INC | 5175 | 919856 | CL A |
| DEERE & CO | 1964 | 914208 | COM |
| META PLATFORMS INC | 1283 | 846895 | CL A |
| VANGUARD BD INDEX FDS | 16943 | 844439 | VANGUARD ULTRA |
| ISHARES TR | 8113 | 831907 | CORE S&P US VLU |
| MERCK & CO INC | 7815 | 822560 | COM |
| US BANCORP DEL | 15146 | 808216 | COM NEW |
| INTEL CORP | 21414 | 790177 | COM |
| SPDR INDEX SHS FDS | 16491 | 771957 | PORTFOLIO EMG MK |
| ISHARES TR | 6991 | 768393 | TIPS BD ETF |
| MICRON TECHNOLOGY INC | 2660 | 759191 | COM |
| BROADCOM INC | 2161 | 747922 | COM |
| NEWMONT CORP | 7334 | 732300 | COM |
| JOHNSON & JOHNSON | 3537 | 731923 | COM |
| FIRST TR EXCHANGE-TRADED FD | 19063 | 721909 | NO AMER ENERGY |
| ADVANCED MICRO DEVICES INC | 3300 | 706728 | COM |
| DIMENSIONAL ETF TRUST | 16624 | 690810 | INFLATION PROTE |
| BRISTOL-MYERS SQUIBB CO | 12778 | 689245 | COM |
| ISHARES TR | 6668 | 682772 | 0-5 YR TIPS ETF |
| ECOLAB INC | 2600 | 682552 | COM |
| CENTENE CORP DEL | 16381 | 674078 | COM |
| FIRST TR EXCH TRADED FD III | 36717 | 668984 | PFD SECS INC ETF |
| VANECK ETF TRUST | 7550 | 647564 | GOLD MINERS ETF |
| ATLASSIAN CORPORATION | 3957 | 641588 | CL A |
| GE AEROSPACE | 2080 | 640778 | COM NEW |
| ORACLE CORP | 3258 | 635076 | COM |
| CHUBB LIMITED | 2015 | 628922 | COM |
| CAPITAL ONE FINL CORP | 2589 | 627368 | COM |
| INVESCO EXCH TRADED FD TR II | 25394 | 617836 | VAR RATE PFD |
| VANGUARD INTL EQUITY INDEX F | 4354 | 614208 | TT WRLD ST ETF |
| ISHARES TR | 7303 | 604868 | 1 3 YR TREAS BD |
| ISHARES TR | 5307 | 603549 | SP SMCP600VL ETF |
| SNOWFLAKE INC | 2643 | 579768 | COM SHS |
| FIRST TR EXCHANGE-TRADED FD | 12505 | 573713 | SENIOR LN FD |
| VANGUARD INDEX FDS | 2169 | 559429 | SMALL CP ETF |
| FIRST TR EXCHNG TRADED FD VI | 22144 | 557364 | SMITH UNCONSTRAI |
| GENERAL MTRS CO | 6468 | 525978 | COM |
| FEDEX CORP | 1802 | 520526 | COM |
| PG&E CORP | 32284 | 518804 | COM |
| ROBLOX CORP | 6397 | 518349 | CL A |
| COMFORT SYS USA INC | 555 | 517976 | COM |
| COPART INC | 13020 | 509733 | COM |
| PARKER-HANNIFIN CORP | 564 | 495897 | COM |
| EDISON INTL | 8256 | 495525 | COM |
| AIRBNB INC | 3614 | 490492 | COM CL A |
| SPROTT ASSET MANAGEMENT LP | 10701 | 490106 | PHYSICAL GOLD AN |
| SPROTT ASSET MANAGEMENT LP | 20644 | 488231 | PHYSICAL SILVER |
| AMPHENOL CORP NEW | 3536 | 477855 | CL A |
| CONSTELLATION ENERGY CORP | 1344 | 474795 | COM |
| ISHARES TR | 3929 | 468926 | 3 7 YR TREAS BD |
| FIRST TR EXCHANGE TRADED FD | 6539 | 454264 | RISNG DIVD ACHIV |
| BOOKING HOLDINGS INC | 84 | 449848 | COM |
| VANECK ETF TRUST | 17649 | 449691 | IG FLOATING RATE |
| SPDR S&P 500 ETF TR | 656 | 447340 | TR UNIT |
| GE VERNOVA INC | 678 | 443123 | COM |
| EXPEDIA GROUP INC | 1528 | 432898 | COM NEW |
| VANGUARD BD INDEX FDS | 5525 | 430323 | INTERMED TERM |
| ZOOM COMMUNICATIONS INC | 4981 | 429810 | CL A |
| ARISTA NETWORKS INC | 3270 | 428468 | COM SHS |
| WESTERN DIGITAL CORP | 2482 | 427574 | COM |
| AMERICAN EXPRESS CO | 1148 | 424703 | COM |
| ALLIANT ENERGY CORP | 6527 | 424349 | COM |
| INVESCO EXCHANGE TRADED FD T | 2210 | 423430 | S&P500 EQL WGT |
| SOFI TECHNOLOGIES INC | 15836 | 414586 | COM |
| VERISIGN INC | 1678 | 407670 | COM |
| ALPS ETF TR | 8628 | 405689 | ALERIAN MLP |
| PALO ALTO NETWORKS INC | 2193 | 403951 | COM |
| PHILIP MORRIS INTL INC | 2517 | 403648 | COM |
| PNC FINL SVCS GROUP INC | 1915 | 399718 | COM |
| MEDPACE HLDGS INC | 703 | 394840 | COM |
| TYSON FOODS INC | 6711 | 393399 | CL A |
| PHILLIPS 66 | 2977 | 384150 | COM |
| FREEPORT-MCMORAN INC | 7562 | 379913 | CL B |
| IQVIA HLDGS INC | 1684 | 379590 | COM |
| ABBVIE INC | 1659 | 379007 | COM |
| DRAFTKINGS INC NEW | 10824 | 372995 | COM CL A |
| HOME DEPOT INC | 1078 | 370959 | COM |
| COSTCO WHSL CORP NEW | 428 | 369388 | COM |
| CITIGROUP INC | 3163 | 369112 | COM NEW |
| DIMENSIONAL ETF TRUST | 16102 | 368755 | US REAL ESTATE E |
| INTERNATIONAL BUSINESS MACHS | 1242 | 367975 | COM |
| DELTA AIR LINES INC DEL | 5296 | 367542 | COM NEW |
| VANGUARD STAR FDS | 4865 | 367016 | VG TL INTL STK F |
| REGENERON PHARMACEUTICALS | 474 | 365866 | COM |
| NATERA INC | 1593 | 364940 | COM |
| POLARIS INC | 5967 | 364737 | COM |
| LOCKHEED MARTIN CORP | 754 | 364687 | COM |
| BARRICK MNG CORP | 8261 | 359767 | COM SHS |
| BANK AMERICA CORP | 6521 | 358630 | COM |
| DOLLAR GEN CORP NEW | 2681 | 355956 | COM |
| ILLUMINA INC | 2647 | 347181 | COM |
| VANGUARD SCOTTSDALE FDS | 4353 | 347065 | SHRT TRM CORP BD |
| LAS VEGAS SANDS CORP | 5217 | 339575 | COM |
| ROBINHOOD MKTS INC | 2979 | 336925 | COM CL A |
| TECHNIPFMC PLC | 7560 | 336874 | COM |
| HUNT J B TRANS SVCS INC | 1726 | 335376 | COM |
| ACCENTURE PLC IRELAND | 1250 | 335375 | SHS CLASS A |
| ADOBE INC | 957 | 335087 | COM |
| WASTE MGMT INC DEL | 1505 | 330664 | COM |
| SCHWAB STRATEGIC TR | 13737 | 330237 | INTL EQTY ETF |
| PIMCO DYNAMIC INCOME FD | 18535 | 328255 | SHS |
| PROCTER AND GAMBLE CO | 2290 | 328173 | COM |
| RALPH LAUREN CORP | 906 | 320371 | CL A |
| SERVICENOW INC | 2090 | 320167 | COM |
| CME GROUP INC | 1167 | 318684 | COM |
| ROPER TECHNOLOGIES INC | 713 | 317378 | COM |
| TAPESTRY INC | 2462 | 314570 | COM |
| INTUITIVE SURGICAL INC | 541 | 306401 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 1905 | 304667 | VNG RUS2000VAL |
| VERIZON COMMUNICATIONS INC | 7383 | 300700 | COM |
| ALTRIA GROUP INC | 5176 | 298453 | COM |
| VANGUARD INTL EQUITY INDEX F | 2054 | 294350 | FTSE SMCAP ETF |
| UNITED PARCEL SERVICE INC | 2954 | 293007 | CL B |
| CISCO SYS INC | 3776 | 290835 | COM |
| MCDONALDS CORP | 948 | 289620 | COM |
| CONOCOPHILLIPS | 3037 | 284299 | COM |
| TJX COS INC NEW | 1849 | 284025 | COM |
| GENERAL DYNAMICS CORP | 822 | 276592 | COM |
| ALPS ETF TR | 8768 | 275797 | ALERIAN ENERGY |
| CHEVRON CORP NEW | 1805 | 275159 | COM |
| ISHARES INC | 3712 | 269788 | MSCI EMRG CHN |
| LATTICE STRATEGIES TR | 5701 | 267938 | HARTFORD MLT SML |
| BEST BUY INC | 3905 | 261362 | COM |
| DISNEY WALT CO | 2274 | 258743 | COM |
| BECTON DICKINSON & CO | 1327 | 257461 | COM |
| 3M CO | 1599 | 255957 | COM |
| ISHARES TR | 1712 | 255054 | ESG AWR MSCI USA |
| EXELIXIS INC | 5771 | 252943 | COM |
| JOHNSON CTLS INTL PLC | 2110 | 252673 | SHS |
| NEUROCRINE BIOSCIENCES INC | 1775 | 251748 | COM |
| CORNING INC | 2875 | 251735 | COM |
| UNITED THERAPEUTICS CORP DEL | 512 | 249472 | COM |
| EXACT SCIENCES CORP | 2439 | 247705 | COM |
| MARKETAXESS HLDGS INC | 1350 | 244688 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 2835 | 244229 | COM SHS |
| VISA INC | 691 | 242341 | COM CL A |
| ISHARES U S ETF TR | 9686 | 241129 | GSCI CMDTY STGY |
| EMCOR GROUP INC | 394 | 241045 | COM |
| MASTERCARD INCORPORATED | 421 | 240340 | CL A |
| FORTINET INC | 3020 | 239845 | COM |
| CATERPILLAR INC | 416 | 238535 | COM |
| AMERICAN CENTY ETF TR | 2704 | 232301 | AVANTIS ALL EQT |
| ISHARES TR | 2166 | 232000 | NATIONAL MUN ETF |
| BIOMARIN PHARMACEUTICAL INC | 3880 | 230588 | COM |
| CHIPOTLE MEXICAN GRILL INC | 6197 | 229289 | COM |
| LAM RESEARCH CORP | 1336 | 228696 | COM NEW |
| AGILENT TECHNOLOGIES INC | 1680 | 228598 | COM |
| TOLL BROTHERS INC | 1689 | 228387 | COM |
| ELASTIC N V | 3019 | 227753 | ORD SHS |
| ALNYLAM PHARMACEUTICALS INC | 565 | 224672 | COM |
| ULTA BEAUTY INC | 366 | 221434 | COM |
| ZSCALER INC | 980 | 220422 | COM |
| AT&T INC | 8694 | 215962 | COM |
| VANECK ETF TRUST | 1894 | 215499 | JUNIOR GOLD MINE |
| FIRST TR EXCHANGE TRAD FD VI | 9272 | 215389 | FST TR GLB FD |
| VEEVA SYS INC | 956 | 213408 | CL A COM |
| TARGET CORP | 2181 | 213151 | COM |
| SELECT SECTOR SPDR TR | 4766 | 213088 | STATE STREET ENE |
| SELECT SECTOR SPDR TR | 1476 | 212500 | STATE STREET TEC |
| STRYKER CORPORATION | 598 | 210179 | COM |
| AMERICAN CENTY ETF TR | 4952 | 207603 | AVANTIS CORE FI |
| FIRST TR EXCHANGE-TRADED ALP | 3657 | 207299 | SML CAP VAL ALPH |
| TRANE TECHNOLOGIES PLC | 532 | 207054 | SHS |
| NEXTERA ENERGY INC | 2575 | 206709 | COM |
| ADT INC DEL | 24973 | 201532 | COM |
| HECLA MNG CO | 10431 | 200171 | COM |
| TENET HEALTHCARE CORP | 1007 | 200111 | COM NEW |
| EA SERIES TRUST | 10582 | 161481 | BRIDGEWAY BLUE |
| CLEANSPARK INC | 10127 | 99521 | COM NEW |
| MARA HOLDINGS INC | 10704 | 96122 | COM |
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