§ 13F · FUND PROFILE
NORTHWEST WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $607M (13F)Positions · 221Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | 1.04M | $62M | 9.3% | +11% |
| 2 | ITOT | ISHARES TR | 378K | $54M | 8.1% | +10% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 1.33M | $52M | 7.8% | +5% |
| 4 | VTIP | VANGUARD MALVERN FDS | 547K | $27M | 4.1% | +10% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 555K | $27M | 4.0% | +16% |
| 6 | VTI | VANGUARD INDEX FDS | 80K | $26M | 3.8% | ±0% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 245K | $24M | 3.7% | +2% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 197K | $22M | 3.3% | +9% |
| 9 | IDEV | ISHARES TR | 245K | $20M | 3.1% | +6% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 253K | $15M | 2.2% | ±0% |
§ 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 $607 million in assets. The fund runs a broad portfolio of 221 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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