§ 13F · FUND PROFILE
NORTHWEST WEALTH MANAGEMENT, LLC.
AUM · $758M (13F)Positions · 265Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | 1.18M | $70M | 9.2% | +14% |
| 2 | ITOT | ISHARES TR | 404K | $66M | 8.8% | +7% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 1.35M | $60M | 7.9% | +2% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 640K | $31M | 4.0% | +15% |
| 5 | VTIP | VANGUARD MALVERN FDS | 599K | $30M | 4.0% | +10% |
| 6 | VTI | VANGUARD INDEX FDS | 76K | $28M | 3.7% | −4% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 259K | $27M | 3.5% | +6% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 213K | $27M | 3.5% | +8% |
| 9 | IDEV | ISHARES TR | 258K | $23M | 3.0% | +6% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 376K | $15M | 2.0% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTHWEST SIGNAL
AC read
NORTHWEST WEALTH MANAGEMENT, LLC is a Other fund managing $758 million in assets. The fund runs a broad portfolio of 265 positions.
Read the full dossier →