Northwest Quadrant Wealth Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $448 Million distributed in 70 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $117M, Vanguard Mid Cap ETF with a value of $56.5M, Ishares Treasury Floating Rate with a value of $50M, Ishares Core S&P Sm Cap ETF with a value of $43.8M, and Ishares Tr with a value of $41.1M.
Examining the 13F form we can see an increase of $22.2M in the current position value, from $426M to 448M.
Below you can find more details about Northwest Quadrant Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$448 Million
ETFs: $411 Million
Technology: $7.29 Million
Industrials: $7.16 Million
Financial Services: $6.26 Million
Consumer Defensive: $5.25 Million
Healthcare: $4.35 Million
Consumer Cyclical: $3.11 Million
Communication Services: $1.79 Million
Other: $1.72 Million
Stock Holdings Table Market Cap. of $200 Billions or more
