Northwest Wealth Management, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $544 Million distributed in 208 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $46.1M, Dimensional ETF Tr U S Core Eq with a value of $46M, Ishares Core S&P Total U.S. St with a value of $42.5M, Vanguard Total Stock Market Et with a value of $26.5M, and Vanguard Sht Trm Inflt Prot Fd with a value of $21.8M.
Examining the 13F form we can see an increase of $49.6M in the current position value, from $495M to 544M.
Below you can find more details about Northwest Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$544 Million
ETFs: $453 Million
Technology: $28.6 Million
Financial Services: $14.9 Million
Consumer Cyclical: $13.5 Million
Industrials: $7.51 Million
Consumer Defensive: $4.88 Million
Communication Services: $4.87 Million
Healthcare: $3.51 Million
Other: $3.67 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
