Northwest Wealth Management, LLC Reduced Holdings in Q3 2025

Northwest Wealth Management, LLC

  • $596 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-159
- 1.65%
$94.17 - $99.95 $15K - $15.9K
9.5K $949K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-185
- 3.35%
$98.99 - $112.2 $18.3K - $20.8K
5.34K $590K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-142
- 4.41%
$567.77 - $614.76 $80.6K - $87.3K
3.08K $1.88M
VT
Vanguard Total World Stk Index

ETFs
-54
- 0.81%
$128.41 - $138.03 $6.93K - $7.45K
6.64K $914K
AVLV
American Centy ETF Tr Avantis
-365
- 1.73%
$68.33 - $72.69 $24.9K - $26.5K
20.8K $1.5M
FNDC
Schwab Fundamental Intl Small

ETFs
-555
- 1.52%
$41.81 - $45.21 $23.2K - $25.1K
36K $1.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-264
- 2.26%
$459.11 - $506.91 $121K - $134K
11.4K $5.74M
DFAX
Dimensional ETF Tr
-3.65K
- 4.06%
$29.25 - $31.56 $107K - $115K
86.2K $2.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-362
- 1.66%
$42.67 - $46.91 $15.4K - $17K
21.5K $1.01M
DFAU
Dimensional ETF Tr

ETFs
-104
- 0.42%
$42.42 - $45.96 $4.41K - $4.78K
24.8K $1.13M
VUG
Vanguard Growth ETF

ETFs
-7
- 0.34%
$433.97 - $484.08 $3.04K - $3.39K
2.03K $974K
VEU
Vanguard Ftse All World Ex Us

ETFs
-209
- 0.89%
$66.38 - $71.68 $13.9K - $15K
23.2K $1.65M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-795
- 2.8%
$74.93 - $80.73 $59.6K - $64.2K
27.6K $2.23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.69K
- 4.15%
$49.43 - $54.52 $83.7K - $92.3K
39.1K $2.12M
JNJ
Johnson & Johnson

Healthcare
-112
- 2.86%
$155.17 - $185.42 $17.4K - $20.8K
3.8K $704K
VTV
Vanguard Value ETF

ETFs
-193
- 1.21%
$175.51 - $186.57 $33.9K - $36K
15.8K $2.94M
ETN
Eaton Corp PLC

Industrials
-59
- 0.68%
$342.99 - $392.76 $20.2K - $23.2K
8.63K $3.23M
HOOD
Robinhood Markets, Inc.

Technology
-260
- 6.4%
$91.27 - $143.18 $23.7K - $37.2K
3.8K $544K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.35K
- 2.21%
$82.71 - $88.14 $111K - $119K
59.6K $5.25M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.01K
- 2.18%
$41.91 - $44.87 $126K - $135K
135K $6.05M
AVUS
American Centy ETF Tr Avantis

ETFs
-4.27K
- 4.96%
$101.2 - $109.16 $432K - $466K
81.8K $8.89M
GOOGL
Alphabet Inc.

Communication Services
-44
- 1.2%
$174.36 - $254.72 $7.67K - $11.2K
3.62K $878K
CASY
Caseys General Stores Inc

Consumer Cyclical
-94
- 1.68%
$494.52 - $565.32 $46.5K - $53.1K
5.51K $3.11M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.18K
- 1.0%
$32.78 - $35.79 $38.5K - $42.1K
116K $4.14M
DFAI
Dimensional ETF Tr

ETFs
-4.06K
- 1.6%
$34.05 - $36.55 $138K - $149K
251K $9.11M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-9.76K
- 5.2%
$67.01 - $72.84 $654K - $711K
178K $12.9M
AVDE
American Centy ETF Tr Avantis

ETFs
-2.59K
- 1.99%
$73.24 - $79.04 $190K - $205K
128K $10.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.04K
- 0.88%
$53.36 - $59.69 $55.3K - $61.8K
117K $6.79M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.27K
- 1.9%
$79.39 - $90.39 $101K - $115K
65.7K $5.83M
DFIV
Dimensional ETF Tr

ETFs
-6.38K
- 2.62%
$42.66 - $46.53 $272K - $297K
237K $10.9M
AVEM
American Centy ETF Tr Avantis

ETFs
-3.83K
- 2.57%
$68.33 - $75.41 $262K - $289K
145K $10.9M
AVUV
American Centy ETF Tr Avantis

ETFs
-4.3K
- 2.44%
$90.37 - $102.12 $388K - $439K
172K $17.1M
VTI
Vanguard Total Stock Market Et

ETFs
-2.8K
- 3.22%
$303.93 - $329.86 $852K - $925K
84.4K $27.7M
AAPL
Apple Inc.

Technology
-3.08K
- 6.73%
$202.38 - $256.87 $622K - $790K
42.6K $10.9M
AVDV
American Centy ETF Tr Avantis

ETFs
-5.55K
- 2.13%
$79.24 - $89.03 $440K - $494K
256K $22.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-11.4K
- 0.89%
$36.04 - $38.78 $410K - $441K
1.27M $49.1M
Activity Summary
Buys All Purchases 105 New Holdings 26 Increased Positions 79 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 1 Puts 1
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