Institutions / Northwest Wealth Management, LLC
Northwest Wealth Management, LLC
CIK 1695344 · Institution · as of Dec 31, 2025
Portfolio value
$635.52M
Positions
246
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 246 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $56.04M | 8.8% |
| iShares MSCI UAE ETF | $51.12M | 8.0% |
| Dimensional ETF Trust | $49.93M | 7.9% |
| Vanguard Index Fds | $26.63M | 4.2% |
| Vanguard Malvern Fds | $24.62M | 3.9% |
| Dimensional ETF Trust | $22.99M | 3.6% |
| American Centy ETF Tr | $22.62M | 3.6% |
| iShares MSCI UAE ETF | $19.04M | 3.0% |
| American Centy ETF Tr | $18.36M | 2.9% |
| Vanguard Scottsdale Fds | $14.81M | 2.3% |
| Dimensional ETF Trust | $13.72M | 2.2% |
| Apple Inc. | $11.46M | 1.8% |
| Dimensional ETF Trust | $11.19M | 1.8% |
| NVIDIA Corp | $10.84M | 1.7% |
| American Centy ETF Tr | $10.46M | 1.6% |
| Dimensional ETF Trust | $10.25M | 1.6% |
| American Centy ETF Tr | $10.16M | 1.6% |
| Dimensional ETF Trust | $10.11M | 1.6% |
| American Centy ETF Tr | $8.88M | 1.4% |
| American Centy ETF Tr | $7.48M | 1.2% |
| Dimensional ETF Trust | $6.40M | 1.0% |
| Dimensional ETF Trust | $6.16M | 1.0% |
| SPDR Series Trust | $5.83M | 0.9% |
| iShares Inc | $5.79M | 0.9% |
| Warren E. Buffett | $5.75M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.