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

CompanyClassValueShares% of portfolio
Dimensional ETF Trustโ€”$54.35M1,372,78124.1%
Dimensional ETF Trustโ€”$17.88M518,9907.9%
Dimensional ETF Trustโ€”$17.26M524,6707.7%
Dimensional ETF Trustโ€”$15.95M294,9297.1%
Dimensional ETF Trustโ€”$14.98M393,9486.6%
Dimensional ETF Trustโ€”$12.17M224,4605.4%
Amazon.com Incโ€”$10.60M45,9414.7%
Dimensional ETF Trustโ€”$7.96M240,4913.5%
Dimensional ETF Trustโ€”$7.54M161,0153.3%
Dimensional ETF Trustโ€”$6.81M179,2573.0%
Dimensional ETF Trustโ€”$5.43M171,4162.4%
Dimensional ETF Trustโ€”$3.86M90,7011.7%
Dimensional ETF Trustโ€”$3.78M51,3831.7%
Dimensional ETF Trustโ€”$3.32M71,2731.5%
Dimensional ETF Trustโ€”$3.06M90,7961.4%
Dimensional ETF Trustโ€”$2.98M92,5161.3%
Dimensional ETF Trustโ€”$2.68M101,4661.2%
Tesla Incโ€”$2.36M5,2471.0%
SPDR Series Trustโ€”$2.24M20,9501.0%
SPDR Series Trustโ€”$2.18M38,3741.0%
Dimensional ETF Trustโ€”$2.09M63,8130.9%
Apple Inc.โ€”$2.01M7,3890.9%
Dimensional ETF Trustโ€”$1.97M41,1390.9%
Dimensional ETF Trustโ€”$1.91M50,2020.8%
Dimensional ETF Trustโ€”$1.64M37,6740.7%

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.