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NORTHWEST WEALTH MANAGEMENT, LLC
Updated 6 days agoManaged by Northwest Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$777.3M
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 | $635.5M |
| Q1 2026 | $665.3M |
| Q2 2026 | $758.1M |
| Q3 2026 | $777.3M |
Top holdings
286 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $71M | 1.25M | 9.14% | — | |
| 2 | $70.9M | 426.4K | 9.12% | — | |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $60.7M | 1.37M | 7.81% | — |
| 4 | $31.8M | 684.4K | 4.09% | — | |
| 5 | $31M | 630.1K | 3.99% | — | |
| 6 | ? N/A AMERICAN CENTY ETF TR | $29.4M | 269.1K | 3.79% | — |
| 7 | $28.7M | 76.8K | 3.70% | — | |
| 8 | $26M | 221.0K | 3.35% | — | |
| 9 | $23.9M | 267.4K | 3.08% | — | |
| 10 | $16M | 404.0K | 2.06% | — | |
| 11 | $15M | 180.5K | 1.93% | — | |
| 12 | $15M | 260.2K | 1.93% | — | |
| 13 | $13.2M | 39.7K | 1.70% | — | |
| 14 | $13.1M | 57.2K | 1.68% | — | |
| 15 | $12.1M | 291.0K | 1.55% | — | |
| 16 | $12M | 214.9K | 1.54% | — | |
| 17 | ? N/A AMERICAN CENTY ETF TR | $11.9M | 127.0K | 1.54% | — |
| 18 | ? N/A AMERICAN CENTY ETF TR | $10.9M | 120.4K | 1.40% | — |
| 19 | ? N/A AMERICAN CENTY ETF TR | $10.8M | 156.8K | 1.40% | — |
| 20 | ? N/A AMERICAN CENTY ETF TR | $9.7M | 75.4K | 1.24% | — |