§ 13F · FUND PROFILE
Northwest Wealth Advisors, LLC.
AUM · $174M (13F)Positions · 66Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 173K | $21M | — | — |
| 2 | ILCV | ISHARES TR | 173K | $18M | — | — |
| 3 | IMCB | ISHARES TR | 163K | $16M | — | — |
| 4 | SPYV | SPDR SERIES TRUST | 188K | $11M | — | — |
| 5 | FELG | FIDELITY COVINGTON TRUST | 208K | $9M | — | — |
| 6 | INTF | ISHARES TR | 213K | $9M | — | — |
| 7 | TVAL | T ROWE PRICE EXCHANGE-TRADED | 206K | $9M | — | — |
| 8 | TGRT | T ROWE PRICE EXCHANGE-TRADED | 148K | $7M | — | — |
| 9 | FTEC | FIDELITY COVINGTON TRUST | 23K | $6M | — | — |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 11K | $5M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTHWEST SIGNAL
AC read
Northwest Wealth Advisors, LLC is a Other fund managing $174 million in assets. The fund runs a portfolio of 66 positions.
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