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Northwest Wealth Advisors, LLC
Updated 3 days agoManaged by Northwest Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$202.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $128.5M |
| Q1 2026 | $140M |
| Q2 2026 | $174M |
| Q3 2026 | $202.1M |
Top holdings
67 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $25.3M | 205.2K | 12.50% | — | |
| 2 | ? N/A ISHARES TR | $22.2M | 211.1K | 11.00% | — |
| 3 | $18.9M | 200.5K | 9.37% | — | |
| 4 | $12.3M | 201.0K | 6.08% | — | |
| 5 | $10.8M | 260.5K | 5.35% | — | |
| 6 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $10.8M | 256.9K | 5.34% | — |
| 7 | $9.8M | 218.2K | 4.87% | — | |
| 8 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $9.1M | 192.4K | 4.49% | — |
| 9 | $7.3M | 24.3K | 3.61% | — | |
| 10 | $6M | 11.7K | 2.96% | — | |
| 11 | $5.8M | 116.5K | 2.89% | — | |
| 12 | $5.7M | 66.8K | 2.83% | — | |
| 13 | $5.7M | 48.8K | 2.82% | — | |
| 14 | $5.3M | 10.7K | 2.64% | — | |
| 15 | $4.6M | 43.1K | 2.28% | — | |
| 16 | $3M | 57.3K | 1.50% | — | |
| 17 | ? N/A PRINCIPAL EXCHANGE TRADED FD | $2.8M | 42.1K | 1.39% | — |
| 18 | ? N/A J P MORGAN EXCHANGE TRADED F | $2.4M | 31.1K | 1.20% | — |
| 19 | $2.3M | 23.5K | 1.12% | — | |
| 20 | $2M | 6.0K | 0.99% | — |