Northwest Wealth Management, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $596 Million distributed in 221 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 $49.1M, Vanguard Intermediate Term Tre with a value of $49M, Ishares Core S&P Total U.S. St with a value of $47.6M, Vanguard Total Stock Market Et with a value of $27.7M, and American Centy ETF Tr Avantis with a value of $22.7M.
Examining the 13F form we can see an increase of $51.8M in the current position value, from $544M to 596M.
Below you can find more details about Northwest Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$596 Million
ETFs: $481 Million
Technology: $43.5 Million
Consumer Cyclical: $16.9 Million
Financial Services: $15.7 Million
Industrials: $8.36 Million
Communication Services: $5.72 Million
Consumer Defensive: $4.88 Million
Healthcare: $4.15 Million
Other: $4.92 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
