Northwest Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Northwest Wealth Advisors, LLC reported 61 stock positions worth $128.5 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 10.7% of the portfolio, followed by iShares Morningstar Value Et (ILCV, 9.6%) and iShares Morningstar Mid-Cap (IMCB, 7.6%).
- Most Recent 13F
- Q2 2026
- Location
- BELLINGHAM, WA
- CIK
- 0002094564
- Portfolio Value
- $128.5M (Q4 2025)
- SEC Filing
- 0002085853-26-000214 ↗ filed Feb 6, 2026
Holdings Value
Holdings 61 stocks · $128.5M
| SPYG SS SPDR P S&P 500 Growth ETF | 10.67% | 128,537 | $13.7M | — |
| ILCV iShares Morningstar Value Et | 9.59% | 130,560 | $12.3M | — |
| IMCB iShares Morningstar Mid-Cap | 7.60% | 117,988 | $9.8M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 7.52% | 170,052 | $9.7M | — |
| FELG Fidelity Enh LRG Cap GWTH | 5.45% | 168,015 | $7.0M | — |
| INTF iShares International Equity | 5.04% | 171,365 | $6.5M | — |
| MSFT Microsoft Corp. | 4.34% | 11,527 | $5.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 4.19% | 10,701 | $5.4M | — |
| TVAL T. Rowe Price Value ETF | 3.99% | 145,571 | $5.1M | — |
| FTEC Fidelity MSCI Info Tech Indx | 3.19% | 18,270 | $4.1M | — |
| ILCG iShares Morningstar Growth E | 3.00% | 37,051 | $3.9M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.95% | 85,281 | $3.8M | — |
| TGRT T. Rowe Price Growth ETF | 2.84% | 82,341 | $3.6M | — |
| IWR iShares Russell Mid-Cap ETF | 2.57% | 34,327 | $3.3M | — |
| GSSC Goldman Sachs Activebeta US | 2.47% | 42,005 | $3.2M | — |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 1.57% | 27,967 | $2.0M | — |
| PSC Principal US Small-Cap ETF | 1.49% | 33,147 | $1.9M | — |
| AAPL Apple Inc. | 1.32% | 6,227 | $1.7M | — |
| JGRO JPMorgan Active Growth ETF | 1.26% | 17,502 | $1.6M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 1.20% | 33,035 | $1.5M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.16% | 3,049 | $1.5M | — |
| VGT Vanguard Info Tech ETF | 0.99% | 1,680 | $1.3M | — |
| IJR iShares Core S&P Small-Cap E | 0.93% | 9,984 | $1.2M | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.92% | 20,466 | $1.2M | — |
| VOOV Vanguard S&P 500 Value ETF | 0.82% | 5,144 | $1.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.76% | 1,590 | $977K | — |
| DFAS Dimensional US Small Cap ETF | 0.70% | 12,909 | $899K | — |
| IJH iShares Core S&P Midcap ETF | 0.69% | 13,441 | $887K | — |
| DFUV Dimensional US Marketwide Va | 0.67% | 18,352 | $855K | — |
| DFAC Dimensional US Core Equity 2 | 0.67% | 21,595 | $855K | — |
| VIG Vanguard Dividend Apprec ETF | 0.66% | 3,871 | $851K | — |
| COST Costco Wholesale Corp. | 0.58% | 861 | $742K | — |
| FREL Fidelity MSCI RL Est Indx | 0.54% | 25,669 | $690K | — |
| DFAX Dimensional World Ex US Core | 0.50% | 19,463 | $637K | — |
| RSPG Invesco S&P 500 Equal Weight | 0.49% | 7,992 | $636K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.49% | 2,096 | $633K | — |
| IYE iShares U.S. Energy ETF | 0.43% | 11,667 | $555K | — |
| XLK SS Technology Select Sector | 0.38% | 3,400 | $489K | — |
| SMH Vaneck Semiconductor ETF | 0.36% | 1,296 | $467K | — |
| VOO Vanguard S&P 500 ETF | 0.35% | 725 | $455K | — |
| ISCV iShares Morningstar Small-Ca | 0.35% | 6,568 | $450K | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.33% | 7,109 | $428K | — |
| DGRO iShares Core Dividend Growth | 0.28% | 5,175 | $359K | — |
| VYM Vanguard High DVD Yield ETF | 0.27% | 2,433 | $349K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 3,740 | $335K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 480 | $327K | — |
| XLE SS Energy Select Sector | 0.24% | 6,837 | $306K | — |
| JPM JPMorgan Chase & Co. | 0.23% | 917 | $295K | — |
| NVDA Nvidia Corp. | 0.23% | 1,570 | $293K | — |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 1,425 | $283K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 948 | $275K | — |
| VONE Vanguard Russell 1000 | 0.21% | 874 | $270K | — |
| DFSV Dimensional US Small Cap Val | 0.19% | 7,339 | $241K | — |
| AMZN Amazon.com Inc. | 0.18% | 1,027 | $237K | — |
| IWF iShares Russell 1000 Growth | 0.18% | 495 | $234K | — |
| GSC Goldman Sachs Small Cap Equi | 0.18% | 4,246 | $231K | — |
| MELI MercadoLibre Inc. | 0.17% | 110 | $222K | — |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.17% | 5,119 | $221K | — |
| RDVI FT Vest Rising Dividend Achi | 0.16% | 8,076 | $212K | — |
| AGG iShares Core U.S. Aggregate | 0.16% | 2,048 | $205K | — |
| FTGC First Trust Global Tactical | 0.16% | 8,664 | $201K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.