Wealth Advisors Northwest LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Wealth Advisors Northwest LLC held in its portfolio 53 assets valued at $225,485,677 (i.e. $225.49M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($54.35M), DIMENSIONAL ETF TRUST ($17.88M), and DIMENSIONAL ETF TRUST ($17.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Advisors Northwest LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1372781 | 54348398 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 518990 | 17884404 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 524670 | 17256382 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 294929 | 15946837 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 393948 | 14981843 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 224460 | 12174221 | GLOBAL CR ETF |
| AMAZON COM INC | 45941 | 10604102 | COM |
| DIMENSIONAL ETF TRUST | 240491 | 7955436 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 161015 | 7535488 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 179257 | 6811752 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 171416 | 5427880 | INTL HIGH PROFIT |
| SPDR SERIES TRUST | 67315 | 5153405 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 90701 | 3860236 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 51383 | 3783347 | US CORE EQUITY 1 |
| DIMENSIONAL ETF TRUST | 71273 | 3320614 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 90796 | 3063464 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 92516 | 2983638 | EMERGING MKTS HI |
| DIMENSIONAL ETF TRUST | 101466 | 2680733 | GLOBAL REAL EST |
| TESLA INC | 5247 | 2359681 | COM |
| DIMENSIONAL ETF TRUST | 63813 | 2088604 | WORLD EX US CORE |
| APPLE INC | 7389 | 2008821 | COM |
| DIMENSIONAL ETF TRUST | 41139 | 1972630 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 50202 | 1913184 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 37674 | 1636201 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 30139 | 1586341 | GLOBAL EX US COR |
| MICROSOFT CORP | 2823 | 1365390 | COM |
| NETFLIX INC | 14420 | 1352019 | COM |
| DIMENSIONAL ETF TRUST | 37194 | 1211418 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 16452 | 1146217 | US SMALL CAP ETF |
| SPDR INDEX SHS FDS | 22844 | 1014514 | PORTFOLIO DEVLPD |
| DIMENSIONAL ETF TRUST | 16385 | 848761 | GLOBAL SUSTAINA |
| VANGUARD INDEX FDS | 2530 | 848233 | TOTAL STK MKT |
| JPMORGAN CHASE & CO. | 2063 | 664836 | COM |
| BROADCOM INC | 1894 | 655513 | COM |
| VANGUARD WORLD FD | 769 | 579666 | INF TECH ETF |
| DIMENSIONAL ETF TRUST | 12457 | 533709 | INTERNATIONAL |
| HEWLETT PACKARD ENTERPRISE C | 22211 | 533508 | COM |
| EXXON MOBIL CORP | 4418 | 531662 | COM |
| COSTCO WHSL CORP NEW | 529 | 456606 | COM |
| DIMENSIONAL ETF TRUST | 5489 | 407097 | US EQUITY MARKET |
| ALPHABET INC | 1296 | 406698 | CAP STK CL C |
| VISA INC | 1073 | 376319 | COM CL A |
| HP INC | 16168 | 360223 | COM |
| ALPHABET INC | 1141 | 357005 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 5901 | 351356 | US TARGETED VLU |
| SPDR INDEX SHS FDS | 7236 | 338709 | PORTFOLIO EMG MK |
| BERKSHIRE HATHAWAY INC DEL | 598 | 300585 | CL B NEW |
| DIMENSIONAL ETF TRUST | 11725 | 268512 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 6245 | 259053 | EMERGING MARKETS |
| VANGUARD WORLD FD | 1226 | 259032 | CONSUM STP ETF |
| META PLATFORMS INC | 381 | 251494 | CL A |
| AMGEN INC | 733 | 239918 | COM |
| ELI LILLY & CO | 214 | 229982 | COM |
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