Northwest Wealth Management, LLC Portfolio Holdings

Northwest Wealth Management, LLC

  • $596 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$335B
$568,000 0.1% of portfolio
1,891
Q3 2025 Added 3.79%
$0
$511,000 0.09% of portfolio
10,604
Q1 2025 Added 0.45%
$0
$523,000 0.09% of portfolio
4,378
Q3 2025 Reduced 9.47%
$384B
$558,000 0.09% of portfolio
3,450
Q3 2025 Added 0.09%
$113B
$544,000 0.09% of portfolio
3,800
Q3 2025 Reduced 6.4%
$79.2B
$498,000 0.08% of portfolio
2,211
Q3 2025 Reduced 18.38%
$0
$458,000 0.08% of portfolio
17,931
Q3 2025 Added 0.83%
$400B
$482,000 0.08% of portfolio
1,191
Q3 2025 Added 0.25%
$222B
$468,000 0.08% of portfolio
5,585
Q3 2025 Added 81.86%
$22.9B
$418,000 0.07% of portfolio
15,834
Q3 2025 Added 0.37%
$0
$439,000 0.07% of portfolio
6,539
Q2 2025 Added 8.55%
$301B
$399,000 0.07% of portfolio
2,571
Q3 2025 Added 39.58%
$97.4B
$426,000 0.07% of portfolio
563
Q2 2025 Reduced 2.76%
$68.5B
$434,000 0.07% of portfolio
5,151
Q3 2025 Added 5.9%
$94.6B
$428,000 0.07% of portfolio
7,027
Q3 2025 Added 1.17%
$0
$425,000 0.07% of portfolio
2,984
Q2 2025 Reduced 4.14%
$236B
$400,000 0.07% of portfolio
2,467
Q3 2025 Reduced 7.95%
$265B
$391,000 0.07% of portfolio
1,178
Q3 2025 Added 1.99%
$17.2B
$442,000 0.07% of portfolio
6,563
Q3 2025 Reduced 8.61%
$0
$392,000 0.07% of portfolio
10,701
Q4 2021 New
$0
$437,000 0.07% of portfolio
656
Q2 2025 Reduced 8.76%
$93.8B
$393,000 0.07% of portfolio
1,446
Q3 2025 Reduced 3.02%
$409B
$406,000 0.07% of portfolio
1,756
Q3 2025 Added 2.33%
$74B
$401,000 0.07% of portfolio
3,241
Q1 2025 New
$117B
$443,000 0.07% of portfolio
1,347
Q3 2025 Added 0.22%
$415B
$432,000 0.07% of portfolio
467
Q3 2025 Reduced 0.64%
$112B
$347,000 0.06% of portfolio
1,231
Q3 2025 New
$0
$385,000 0.06% of portfolio
4,828
Q3 2025 Reduced 0.45%
$3.91B
$339,000 0.06% of portfolio
5,842
Q3 2025 Added 0.5%
$169B
$342,000 0.06% of portfolio
7,794
Q3 2025 Added 5.38%
$114B
$341,000 0.06% of portfolio
5,171
Q3 2025 Added 10.37%
$220B
$372,000 0.06% of portfolio
2,224
Q3 2025 Reduced 18.95%
$0
$366,000 0.06% of portfolio
18,535
Q3 2025 Added 0.13%
$0
$366,000 0.06% of portfolio
4,995
Q3 2025 Reduced 2.25%
$0
$376,000 0.06% of portfolio
15,807
Q3 2025 Added 0.29%
$15.2B
$338,000 0.06% of portfolio
6,230
Q3 2025 Reduced 20.44%
$413B
$355,000 0.06% of portfolio
6,895
Q3 2025 Added 2.63%
$0
$344,000 0.06% of portfolio
14,784
Q3 2025 Reduced 0.05%
$166B
$382,000 0.06% of portfolio
1,083
Q3 2025 Added 46.55%
$0
$324,000 0.05% of portfolio
20,672
Q3 2025 Added 0.14%
$359B
$325,000 0.05% of portfolio
2,119
Q3 2025 Added 2.81%
$0
$287,000 0.05% of portfolio
2,700
Q2 2025 Added 0.33%
$33.3B
$296,000 0.05% of portfolio
19,649
Q3 2025 New
$28.2B
$321,000 0.05% of portfolio
1,149
Q3 2025 Reduced 10.23%
$226B
$312,000 0.05% of portfolio
1,028
Q3 2025 Reduced 9.35%
$96.5B
$315,000 0.05% of portfolio
1,167
Q1 2025 New
$208B
$280,000 0.05% of portfolio
2,448
Q3 2025 Reduced 11.85%
$0
$305,000 0.05% of portfolio
3,415
Q3 2025 Reduced 12.75%
$83.3B
$307,000 0.05% of portfolio
1,447
Q3 2025 Reduced 0.21%

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $596 Million
  • Prior Value $544 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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