§ 13F · FUND PROFILE
Northwest Capital Management Inc.
AUM · $185M (13F)Positions · 352Turnover · n/a · Q4Filed · Jan 26, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PG | PROCTER AND GAMBLE CO | 29K | $4M | 18.0% | NEW |
| 2 | MSFT | MICROSOFT CORP | 3K | $1M | 6.4% | NEW |
| 3 | EFV | ISHARES TR | 11K | $789K | 3.4% | NEW |
| 4 | QUAL | ISHARES TR | 4K | $762K | 3.3% | NEW |
| 5 | SCHG | SCHWAB STRATEGIC TR | 23K | $739K | 3.2% | NEW |
| 6 | JIRE | J P MORGAN EXCHANGE TRADED F | 9K | $695K | 3.0% | NEW |
| 7 | SCHR | SCHWAB STRATEGIC TR | 27K | $673K | 2.9% | NEW |
| 8 | MBB | ISHARES TR | 7K | $669K | 2.9% | NEW |
| 9 | DYNF | BLACKROCK ETF TRUST | 11K | $656K | 2.8% | NEW |
| 10 | SCHX | SCHWAB STRATEGIC TR | 24K | $642K | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTHWEST SIGNAL
AC read
Northwest Capital Management Inc is a Other fund managing $185 million in assets. The fund runs a broad portfolio of 352 positions.
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