Wealth Advisors Northwest LLC Portfolio Holdings

Wealth Advisors Northwest LLC

  • $158 Billion
  • Q1 2025

Wealth Advisors Northwest LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 55 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 $39.7B, Dimensional ETF Tr Dimensional with a value of $12.8B, Dimensional ETF Tr Dimensional with a value of $12.1B, Dimensional ETF Tr Dimensional with a value of $11.1B, and Amazon Com Inc with a value of $8.56B.

Examining the 13F form we can see an increase of $11B in the current position value, from $147B to 158B.

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 $158 Billion
ETFs: $120 Billion
Consumer Cyclical: $10.2 Billion
Technology: $3.51 Billion
Communication Services: $1.53 Billion
Financial Services: $1.18 Billion
Energy: $523 Million
Consumer Defensive: $468 Million
Healthcare: $434 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96B
$244 Million 0.15% of portfolio
2,484
Q1 2025 Reduced 2.97%
Dimensional ETF Trust
-
$243 Million 0.15% of portfolio
-
Q1 2025 New
-
$215 Million 0.14% of portfolio
-
Q1 2025 New
$1.17T
$201 Million 0.13% of portfolio
349
Q1 2025 Reduced 8.4%
$131B
$204 Million 0.13% of portfolio
547
Q1 2025 Reduced 3.7%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $158 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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