Northwest Capital Management Inc has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $176 Million distributed in 465 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.8M, Schwab Strategic Tr Intl Eqty with a value of $13.5M, Schwab Strategic Tr Us Large C with a value of $10M, Apple Inc. with a value of $8.36M, and Schwab Strategic Tr Us Dividen with a value of $6.28M.

Examining the 13F form we can see an decrease of $57.3M in the current position value, from $233M to 176M. Also it can be appreciated an additional of 10 stocks purchases and 1 closed positions.

Below you can find more details about Northwest Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $176 Million
ETFs: $128 Million
Technology: $26.2 Million
Consumer Defensive: $6.1 Million
Consumer Cyclical: $4.36 Million
Healthcare: $3.41 Million
Financial Services: $2.8 Million
Communication Services: $1.92 Million
Industrials: $1.16 Million
Other: $1.28 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 465
  • Current Value $176 Million
  • Prior Value $233 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 25 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 175 stocks
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