Northwest Wealth Management, LLC Portfolio Holdings

Northwest Wealth Management, LLC

  • $544 Million
  • Q2 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.11B
$203,000 0.04% of portfolio
12,885
Q2 2025 New
$2.64B
$241,000 0.04% of portfolio
10,704
Q4 2024 Added 1.4%
$3.02B
$236,000 0.04% of portfolio
5,813
Q2 2025 Added 18.9%
$7.25B
$105,000 0.02% of portfolio
12,495
Q2 2025 Added 16.49%
$3.76B
$61,000 0.01% of portfolio
10,350
Q2 2025 Reduced 1.23%

Summary

  • Portfolio
  • No. of Stocks 208
  • Current Value $544 Million
  • Prior Value $495 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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