Institutions / Wealth Advisors Northwest LLC
Wealth Advisors Northwest LLC
CIK 2053892 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$225.49M
Positions
56
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 56 โ
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $54.35M | 24.1% |
| Dimensional ETF Trust | $17.88M | 7.9% |
| Dimensional ETF Trust | $17.26M | 7.7% |
| Dimensional ETF Trust | $15.95M | 7.1% |
| Dimensional ETF Trust | $14.98M | 6.6% |
| Dimensional ETF Trust | $12.17M | 5.4% |
| Amazon.com Inc | $10.60M | 4.7% |
| Dimensional ETF Trust | $7.96M | 3.5% |
| Dimensional ETF Trust | $7.54M | 3.3% |
| Dimensional ETF Trust | $6.81M | 3.0% |
| Dimensional ETF Trust | $5.43M | 2.4% |
| Dimensional ETF Trust | $3.86M | 1.7% |
| Dimensional ETF Trust | $3.78M | 1.7% |
| Dimensional ETF Trust | $3.32M | 1.5% |
| Dimensional ETF Trust | $3.06M | 1.4% |
| Dimensional ETF Trust | $2.98M | 1.3% |
| Dimensional ETF Trust | $2.68M | 1.2% |
| Tesla Inc | $2.36M | 1.0% |
| SPDR Series Trust | $2.24M | 1.0% |
| SPDR Series Trust | $2.18M | 1.0% |
| Dimensional ETF Trust | $2.09M | 0.9% |
| Apple Inc. | $2.01M | 0.9% |
| Dimensional ETF Trust | $1.97M | 0.9% |
| Dimensional ETF Trust | $1.91M | 0.8% |
| Dimensional ETF Trust | $1.64M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.