Wealth Advisors Northwest LLC Portfolio Holdings

Wealth Advisors Northwest LLC

  • $207 Billion
  • Q3 2025

Wealth Advisors Northwest LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $207 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $49.2B, Dimensional ETF Tr Dimensional with a value of $16B, Dimensional ETF Tr Dimensional with a value of $15.8B, Dimensional ETF Tr Dimensional with a value of $13.2B, and Dimensional ETF Trust with a value of $12.9B.

Examining the 13F form we can see an increase of $17B in the current position value, from $190B to 207B.

Wealth Advisors Northwest LLC is based out at Portland, OR

Below you can find more details about Wealth Advisors Northwest LLC portfolio as well as his latest detailed transactions.

Portfolio value $207 Billion
ETFs: $148 Billion
Consumer Cyclical: $12.7 Billion
Technology: $5.13 Billion
Communication Services: $2.6 Billion
Financial Services: $1.32 Billion
Consumer Defensive: $750 Million
Energy: $498 Million
Healthcare: $419 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.2 Billion 23.78% of portfolio
1,274,907
Q3 2025 Reduced 2.48%
$0
$16 Billion 7.73% of portfolio
502,244
Q3 2025 Reduced 2.02%
$0
$15.8 Billion 7.64% of portfolio
481,794
Q3 2025 Added 6.41%
$0
$13.2 Billion 6.37% of portfolio
348,616
Q3 2025 Reduced 0.09%
Dimensional ETF Trust
-
$12.9 Billion 6.25% of portfolio
-
Q3 2025 Added 16.19%
Dimensional ETF Trust
-
$10.8 Billion 5.22% of portfolio
-
Q3 2025 Added 18.67%
$2.18T
$9.92 Billion 4.8% of portfolio
45,161
Q3 2025 Added 1.82%
$0
$7.92 Billion 3.83% of portfolio
173,133
Q3 2025 Added 2.54%
$0
$6.93 Billion 3.35% of portfolio
216,173
Q3 2025 Added 2.87%
$0
$6.11 Billion 2.95% of portfolio
171,153
Q3 2025 Reduced 3.6%
$0
$4.8 Billion 2.32% of portfolio
157,806
Q3 2025 Reduced 1.38%
$0
$3.71 Billion 1.79% of portfolio
86,701
Q3 2025 Added 25.26%
$0
$3.22 Billion 1.56% of portfolio
72,051
Q3 2025 Reduced 10.63%
Dimensional ETF Trust
-
$2.8 Billion 1.35% of portfolio
-
Q3 2025 Added 190.06%
$0
$2.65 Billion 1.28% of portfolio
83,030
Q3 2025 Reduced 2.37%
$0
$2.61 Billion 1.26% of portfolio
85,452
Q3 2025 Reduced 1.71%
$0
$2.3 Billion 1.11% of portfolio
21,993
Q3 2025 Reduced 9.99%
$0
$2.25 Billion 1.09% of portfolio
40,674
Q3 2025 Reduced 3.71%
Dimensional ETF Trust
-
$2.19 Billion 1.06% of portfolio
-
Q3 2025 Added 21.05%
$3.98T
$2.05 Billion 0.99% of portfolio
8,039
Q3 2025 Reduced 4.75%
$0
$2 Billion 0.97% of portfolio
63,709
Q3 2025 Reduced 2.64%
$0
$1.92 Billion 0.93% of portfolio
52,848
Q3 2025 Added 0.7%
$0
$1.89 Billion 0.91% of portfolio
39,138
Q3 2025 Added 9.01%
$527B
$1.72 Billion 0.83% of portfolio
1,433
Q2 2025 Added 0.7%
Dimensional ETF Trust
-
$1.62 Billion 0.78% of portfolio
-
Q3 2025 Added 51.29%
$3.81T
$1.61 Billion 0.78% of portfolio
3,104
Q3 2025 Added 1.54%
-
$1.35 Billion 0.65% of portfolio
-
Q3 2025 Reduced 19.77%
$0
$1.26 Billion 0.61% of portfolio
40,022
Q3 2025 Added 0.26%
$0
$1.13 Billion 0.54% of portfolio
16,450
Q3 2025 Reduced 13.9%
$0
$1 Billion 0.49% of portfolio
23,464
Q3 2025 Reduced 0.21%
$0
$848 Million 0.41% of portfolio
2,585
Q4 2024 New
-
$684 Million 0.33% of portfolio
-
Q3 2025 Added 21.01%
$876B
$649 Million 0.31% of portfolio
2,057
Q3 2025 Added 0.24%
$0
$600 Million 0.29% of portfolio
804
Q1 2025 Reduced 5.63%
$29B
$546 Million 0.26% of portfolio
22,211
Q2 2025 Reduced 0.03%
$410B
$518 Million 0.25% of portfolio
560
Q3 2025 Added 0.9%
$461B
$498 Million 0.24% of portfolio
4,418
Q3 2025 Added 0.45%
-
$451 Million 0.22% of portfolio
-
Q3 2025 Reduced 18.35%
$0
$438 Million 0.21% of portfolio
4,946
Q3 2025 Reduced 0.94%
$28.1B
$440 Million 0.21% of portfolio
16,169
Q2 2025 Reduced 0.07%
$0
$397 Million 0.19% of portfolio
5,477
Q4 2024 New
$548B
$382 Million 0.18% of portfolio
1,118
Q3 2025 Reduced 1.58%
$1.5T
$365 Million 0.18% of portfolio
1,501
Q3 2025 Added 1.9%
$0
$343 Million 0.17% of portfolio
5,892
Q3 2025 Reduced 12.09%
$0
$359 Million 0.17% of portfolio
3,811
Q3 2025 Reduced 2.71%
$0
$343 Million 0.17% of portfolio
14,395
Q3 2025 Reduced 41.48%
$0
$346 Million 0.17% of portfolio
7,385
Q3 2025 Reduced 1.2%
$0
$313 Million 0.15% of portfolio
653
Q2 2025 Added 1.08%
$646B
$285 Million 0.14% of portfolio
566
Q3 2025 Added 1.07%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $207 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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