§ 13F · FUND PROFILE
NORTHWEST WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $553.3T (13F)Positions · 208Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | 935K | $56.0T | 8.8% | +15% |
| 2 | ITOT | ISHARES TR | 344K | $51.1T | 8.0% | +5% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 1.26M | $49.9T | 7.9% | −1% |
| 4 | VTI | VANGUARD INDEX FDS | 79K | $26.6T | 4.2% | −6% |
| 5 | VTIP | VANGUARD MALVERN FDS | 498K | $24.6T | 3.9% | +11% |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 479K | $23.0T | 3.6% | +18% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 241K | $22.6T | 3.6% | −6% |
| 8 | IDEV | ISHARES TR | 231K | $19.0T | 3.0% | +19% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 180K | $18.4T | 2.9% | +5% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 252K | $14.8T | 2.3% | −1% |
§ 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 $553313.5 trillion in assets. The fund runs a broad portfolio of 208 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed