Wealth Advisors Northwest LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $190 Billion distributed in 61 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 $46.9B, Dimensional ETF Tr Dimensional with a value of $15.1B, Dimensional ETF Tr Dimensional with a value of $14.1B, Dimensional ETF Tr Dimensional with a value of $12.4B, and Dimensional ETF Trust with a value of $10.9B.

Examining the 13F form we can see an increase of $31.9B in the current position value, from $158B to 190B.

Wealth Advisors Northwest LLC is based out at Portland, OR

Below you can find more details about Wealth Advisors Northwest LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $140 Billion
Consumer Cyclical: $11.9 Billion
Technology: $4.32 Billion
Communication Services: $2.44 Billion
Financial Services: $1.27 Billion
Consumer Defensive: $787 Million
Healthcare: $688 Million
Energy: $474 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $190 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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