NORTHWEST WEALTH MANAGEMENT, LLC
13F Reported Value
ⓘ$758.1M
Holdings
265
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
NORTHWEST WEALTH MANAGEMENT, LLC disclosed 265 positions worth $758.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 40 new positions and exited 30 — including a new stake in $AMAT and a full exit from $ADBE. The portfolio is most concentrated in Other (82.0% of disclosed assets). All figures are sourced directly from NORTHWEST WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1695344.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$69.6M1,180,006 shISHARES TR - CORE S&P TTL STK
—Quality
$66.3M403,829 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$59.8M1,348,360 shDIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
—Quality
$30.6M640,173 shVANGUARD MALVERN FDS - STRM INFPROIDX
—Quality
$30.1M599,305 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$28.2M76,318 shAMERICAN CENTY ETF TR - INTL SMCP VLU
—Quality
$26.7M258,980 shAMERICAN CENTY ETF TR - US SML CP VALU
—Quality
$26.5M212,515 shISHARES TR - CORE MSCI INTL
—Quality
$23.0M258,286 shDIMENSIONAL ETF TRUST - EMERGING MKTS CO
—Quality
$15.3M376,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $69.6M | 1,180,006 |
| ISHARES TR - CORE S&P TTL STK | — | $66.3M | 403,829 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $59.8M | 1,348,360 |
| DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $30.6M | 640,173 |
| VANGUARD MALVERN FDS - STRM INFPROIDX | — | $30.1M | 599,305 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $28.2M | 76,318 |
| AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $26.7M | 258,980 |
| AMERICAN CENTY ETF TR - US SML CP VALU | — | $26.5M | 212,515 |
| ISHARES TR - CORE MSCI INTL | — | $23.0M | 258,286 |
| DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $15.3M | 376,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NORTHWEST WEALTH MANAGEMENT, LLC's 265 positions.
Showing top 10 of 265 holdings.
Sector Allocation
Other
$621.5M
Technology
$57.3M
Industrials
$22.9M
Financials
$18.0M
Consumer Discretionary
$15.9M
Healthcare
$7.5M
Materials
$4.1M
Energy
$4.1M
Full Holdings — NORTHWEST WEALTH MANAGEMENT, LLC (Q2 2026)
All 265 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $69.6M | 9.2% | +14% | — |
| 2 | — | ISHARES TR - CORE S&P TTL STK | $66.3M | 8.8% | +7% | — |
| 3 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $59.8M | 7.9% | +2% | — |
| 4 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $30.6M | 4.0% | +15% | — |
| 5 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $30.1M | 4.0% | +10% | — |
| 6 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $28.2M | 3.7% | -4% | — |
| 7 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $26.7M | 3.5% | +6% | — |
| 8 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $26.5M | 3.5% | +8% | — |
| 9 | — | ISHARES TR - CORE MSCI INTL | $23.0M | 3.0% | +6% | — |
| 10 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $15.3M | 2.0% | +9% | — |
| 11 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $15.0M | 2.0% | +2% | — |
| 12 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $14.4M | 1.9% | -2% | — |
| 13 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $12.4M | 1.6% | -3% | — |
| 14 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $11.9M | 1.6% | +6% | — |
| 15 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $11.7M | 1.5% | +1% | — |
| 16 | NVIDIA CORP | $11.5M | 1.5% | -0% | 90.2 | |
| 17 | Apple Inc. | $11.4M | 1.5% | +1% | 76.1 | |
| 18 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $10.9M | 1.4% | +5% | — |
| 19 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $10.9M | 1.4% | -0% | — |
| 20 | — | AMERICAN CENTY ETF TR - US EQT ETF | $9.7M | 1.3% | -4% | — |
| 21 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $7.7M | 1.0% | +2% | — |
| 22 | Tesla, Inc. | $7.5M | 1.0% | +6% | 50.1 | |
| 23 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $7.2M | 0.9% | -2% | — |
| 24 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $7.0M | 0.9% | +5% | — |
| 25 | — | ISHARES INC - CORE MSCI EMKT | $6.7M | 0.9% | -3% | — |
| 26 | — | SPDR SERIES TRUST - ST STR SP600SM C | $6.6M | 0.9% | -1% | — |
| 27 | — | EA SERIES TRUST - BRID OMN SMA ETF | $6.4M | 0.8% | -1% | — |
| 28 | BERKSHIRE HATHAWAY INC | $5.6M | 0.7% | +4% | 64.5 | |
| 29 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $5.5M | 0.7% | -3% | — |
| 30 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $5.2M | 0.7% | +7% | — |
| 31 | AMAZON COM INC | $5.1M | 0.7% | -0% | 74.6 | |
| 32 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $4.8M | 0.6% | +3% | — |
| 33 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $4.8M | 0.6% | -4% | — |
| 34 | — | ISHARES TR - EAFE VALUE ETF | $4.8M | 0.6% | -0% | — |
| 35 | — | ISHARES TR - RUS 2000 VAL ETF | $4.6M | 0.6% | +0% | — |
| 36 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $4.5M | 0.6% | -1% | — |
| 37 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $4.3M | 0.6% | -5% | — |
| 38 | CASEYS GENERAL STORES INC | $4.2M | 0.6% | +1% | 59.9 | |
| 39 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $3.7M | 0.5% | +2% | — |
| 40 | MICROSOFT CORP | $3.5M | 0.5% | -5% | 83.7 | |
| 41 | Eaton Corp plc | $3.5M | 0.5% | -3% | — | |
| 42 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $3.2M | 0.4% | -4% | — |
| 43 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $3.1M | 0.4% | -1% | — |
| 44 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $3.1M | 0.4% | -1% | — |
| 45 | MICRON TECHNOLOGY INC | $3.1M | 0.4% | -5% | 88.4 | |
| 46 | — | VANGUARD INDEX FDS - VALUE ETF | $3.1M | 0.4% | -4% | — |
| 47 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $3.0M | 0.4% | -6% | — |
| 48 | Alphabet Inc. | $2.9M | 0.4% | -2% | 80.2 | |
| 49 | Walmart Inc. | $2.7M | 0.4% | -3% | 63.2 | |
| 50 | JPMORGAN CHASE & CO | $2.6M | 0.3% | +1% | 35.6 | |
| 51 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $2.5M | 0.3% | -0% | — |
| 52 | — | ISHARES TR - CORE MSCI EAFE | $2.2M | 0.3% | +1% | — |
| 53 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.2M | 0.3% | +2% | — |
| 54 | ADVANCED MICRO DEVICES INC | $2.0M | 0.3% | +5% | 78.8 | |
| 55 | INTEL CORP | $2.0M | 0.3% | -25% | 41.5 | |
| 56 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.0M | 0.3% | -4% | — |
| 57 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $1.9M | 0.3% | +4% | — |
| 58 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.7M | 0.2% | -4% | — |
| 59 | — | ISHARES TR - MSCI EMG MKT ETF | $1.7M | 0.2% | +0% | — |
| 60 | Meta Platforms, Inc. | $1.7M | 0.2% | -2% | 80.9 | |
| 61 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $1.7M | 0.2% | +1% | — |
| 62 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $1.7M | 0.2% | +0% | — |
| 63 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $1.6M | 0.2% | -1% | — |
| 64 | BERKSHIRE HATHAWAY INC | $1.5M | 0.2% | +0% | 64.5 | |
| 65 | EXXON MOBIL CORP | $1.5M | 0.2% | -5% | 61.8 | |
| 66 | — | ISHARES TR - CORE S&P500 ETF | $1.4M | 0.2% | +8% | — |
| 67 | DEERE & CO | $1.3M | 0.2% | -0% | 57.4 | |
| 68 | Alphabet Inc. | $1.3M | 0.2% | +2% | 80.2 | |
| 69 | WELLS FARGO & COMPANY/MN | $1.2M | 0.2% | +23% | — | |
| 70 | ELI LILLY & Co | $1.2M | 0.2% | -1% | 89.3 | |
| 71 | UNION PACIFIC CORP | $1.2M | 0.2% | +0% | 74 | |
| 72 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.2M | 0.2% | +8% | — |
| 73 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $1.2M | 0.2% | -2% | — |
| 74 | WESTERN DIGITAL CORP | $1.2M | 0.2% | -28% | 76.8 | |
| 75 | — | ISHARES TR - CORE 80 20 ETF | $1.2M | 0.2% | -1% | — |
| 76 | — | ISHARES TR - RUSSELL 2000 ETF | $1.1M | 0.1% | +0% | — |
| 77 | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.1% | +0% | — | |
| 78 | COMFORT SYSTEMS USA INC | $1.1M | 0.1% | -0% | 79.5 | |
| 79 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $1.0M | 0.1% | -16% | — |
| 80 | Merck & Co., Inc. | $1.0M | 0.1% | -0% | 70.9 | |
| 81 | Meta Platforms, Inc. | $1.0M | 0.1% | +3% | 80.9 | |
| 82 | Broadcom Inc. | $981,395 | 0.1% | +1% | 86.4 | |
| 83 | — | VANGUARD INDEX FDS - GROWTH ETF | $977,114 | 0.1% | +487% | — |
| 84 | APPLIED MATERIALS INC /DE | $938,454 | 0.1% | NEW | 74.8 | |
| 85 | US BANCORP DE | $914,907 | 0.1% | -0% | 71.4 | |
| 86 | CENTENE CORP | $895,836 | 0.1% | -12% | 52.7 | |
| 87 | JOHNSON & JOHNSON | $873,357 | 0.1% | +1% | 72.8 | |
| 88 | — | ISHARES TR - CORE S&P US VLU | $862,805 | 0.1% | -3% | — |
| 89 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $850,962 | 0.1% | -1% | — |
| 90 | GE Vernova Inc. | $841,225 | 0.1% | -1% | 70.1 | |
| 91 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $832,759 | 0.1% | +0% | — |
| 92 | Sandisk Corp | $782,163 | 0.1% | -53% | 88.8 | |
| 93 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $776,518 | 0.1% | -7% | — |
| 94 | GENERAL ELECTRIC CO | $762,167 | 0.1% | +1% | 74.8 | |
| 95 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $760,130 | 0.1% | +0% | — |
| 96 | EDISON INTERNATIONAL | $750,382 | 0.1% | +0% | 70.7 | |
| 97 | — | ISHARES TR - SP SMCP600VL ETF | $726,768 | 0.1% | +0% | — |
| 98 | BRISTOL MYERS SQUIBB CO | $719,559 | 0.1% | -5% | 70.1 | |
| 99 | CORNING INC /NY | $708,563 | 0.1% | -1% | 72.7 | |
| 100 | NEWMONT Corp /DE/ | $703,868 | 0.1% | -0% | 88.3 | |
| 101 | — | ISHARES TR - CORE 60 BALA ETF | $677,385 | 0.1% | -8% | — |
| 102 | — | DIMENSIONAL ETF TRUST - INFLATION PROTE | $670,971 | 0.1% | -1% | — |
| 103 | Chubb Ltd | $658,650 | 0.1% | -5% | — | |
| 104 | — | ISHARES TR - 0-5 YR TIPS ETF | $650,693 | 0.1% | -5% | — |
| 105 | ECOLAB INC. | $649,719 | 0.1% | -9% | 64.3 | |
| 106 | DOVER Corp | $633,466 | 0.1% | -4% | 63.1 | |
| 107 | PEPSICO INC | $626,973 | 0.1% | -5% | 62.7 | |
| 108 | Airbnb, Inc. | $617,190 | 0.1% | -14% | 70.1 | |
| 109 | LAM RESEARCH CORP | $588,462 | 0.1% | +0% | 82.4 | |
| 110 | FEDEX CORP | $582,109 | 0.1% | +0% | 60.3 | |
| 111 | — | VANECK ETF TRUST - GOLD MINERS ETF | $570,251 | 0.1% | +0% | — |
| 112 | PG&E Corp | $569,828 | 0.1% | -5% | 59.3 | |
| 113 | — | ISHARES TR - 1 3 YR TREAS BD | $558,784 | 0.1% | -6% | — |
| 114 | TechnipFMC plc | $556,323 | 0.1% | +0% | — | |
| 115 | Polaris Inc. | $556,209 | 0.1% | +42% | 34.3 | |
| 116 | DELTA AIR LINES, INC. | $554,280 | 0.1% | -0% | 64.4 | |
| 117 | Parker-Hannifin Corp | $554,272 | 0.1% | +0% | 73.8 | |
| 118 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $550,943 | 0.1% | +0% | — |
| 119 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $550,412 | 0.1% | NEW | — |
| 120 | FREEPORT-MCMORAN INC | $548,208 | 0.1% | -0% | 73.1 | |
| 121 | HUNT J B TRANSPORT SERVICES INC | $543,203 | 0.1% | +0% | 56.5 | |
| 122 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $541,169 | 0.1% | -18% | — |
| 123 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $538,916 | 0.1% | -5% | — |
| 124 | — | VANGUARD INDEX FDS - SMALL CP ETF | $537,962 | 0.1% | +1% | — |
| 125 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $530,051 | 0.1% | +0% | — |
| 126 | — | ISHARES TR - TIPS BD ETF | $520,591 | 0.1% | -13% | — |
| 127 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $519,822 | 0.1% | NEW | — |
| 128 | General Motors Co | $518,286 | 0.1% | -0% | 58.7 | |
| 129 | Vertiv Holdings Co | $517,967 | 0.1% | -1% | 82.7 | |
| 130 | Philip Morris International Inc. | $513,069 | 0.1% | +9% | 80.5 | |
| 131 | Invesco Ltd. | $505,235 | 0.1% | -18% | — | |
| 132 | PNC FINANCIAL SERVICES GROUP, INC. | $498,842 | 0.1% | +0% | 70.9 | |
| 133 | ALLIANT ENERGY CORP | $498,088 | 0.1% | -0% | 56.7 | |
| 134 | ORACLE CORP | $494,172 | 0.1% | +1% | 67.2 | |
| 135 | SPDR S&P 500 ETF TRUST | $489,881 | 0.1% | -2% | — | |
| 136 | Phillips 66 | $485,772 | 0.1% | +2% | 47.6 | |
| 137 | CITIGROUP INC | $470,080 | 0.1% | +0% | 54.8 | |
| 138 | CHEVRON CORP | $467,276 | 0.1% | +49% | 54.7 | |
| 139 | CAPITAL ONE FINANCIAL CORP | $463,032 | 0.1% | +48% | 71 | |
| 140 | HOME DEPOT, INC. | $461,554 | 0.1% | +23% | 69.2 | |
| 141 | TERADYNE, INC | $459,648 | 0.1% | +0% | 74.6 | |
| 142 | Palo Alto Networks Inc | $456,285 | 0.1% | -1% | 66.5 | |
| 143 | AbbVie Inc. | $453,820 | 0.1% | +19% | 59.3 | |
| 144 | CATERPILLAR INC | $452,407 | 0.1% | +0% | 67.8 | |
| 145 | COSTCO WHOLESALE CORP /NEW | $449,522 | 0.1% | -2% | 67 | |
| 146 | AMPHENOL CORP /DE/ | $445,913 | 0.1% | -12% | 80.5 | |
| 147 | VERISIGN INC/CA | $444,507 | 0.1% | +11% | 71.6 | |
| 148 | — | ALPS ETF TR - ALERIAN MLP | $442,592 | 0.1% | -1% | — |
| 149 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $436,000 | 0.1% | +2% | — |
| 150 | Sprott Physical Gold & Silver Trust | $430,501 | 0.1% | +0% | — | |
| 151 | — | ISHARES TR - 3 7 YR TREAS BD | $428,927 | 0.1% | -7% | — |
| 152 | Invesco Ltd. | $424,430 | 0.1% | -10% | — | |
| 153 | ILLUMINA, INC. | $422,519 | 0.1% | -3% | 62.5 | |
| 154 | Palantir Technologies Inc. | $420,362 | 0.1% | -14% | 85.8 | |
| 155 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $419,406 | 0.1% | -18% | — |
| 156 | KLA CORP | $413,343 | 0.1% | +900% | 84.4 | |
| 157 | LOCKHEED MARTIN CORP | $411,134 | 0.1% | -12% | 65 | |
| 158 | INTERNATIONAL BUSINESS MACHINES CORP | $409,036 | 0.1% | +19% | 66.7 | |
| 159 | Atlassian Corp | $399,996 | 0.1% | NEW | 56.8 | |
| 160 | CISCO SYSTEMS, INC. | $399,732 | 0.1% | -8% | 72.3 | |
| 161 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $399,332 | 0.1% | +0% | — |
| 162 | Sprott Physical Silver Trust | $393,855 | 0.1% | +1% | — | |
| 163 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $392,648 | 0.1% | +0% | — |
| 164 | Natera, Inc. | $389,802 | 0.1% | -11% | 46.4 | |
| 165 | AMERICAN EXPRESS CO | $388,311 | 0.1% | -0% | 73.2 | |
| 166 | COPART INC | $387,077 | 0.1% | -6% | 74.9 | |
| 167 | Snowflake Inc. | $386,840 | 0.1% | -36% | 49.6 | |
| 168 | EMCOR Group, Inc. | $386,724 | 0.1% | +3% | 71.7 | |
| 169 | — | VANECK ETF TRUST - IG FLOA RATE ETF | $382,268 | 0.1% | -16% | — |
| 170 | — | ISHARES INC - MSCI EMRG CHN | $379,738 | 0.1% | +0% | — |
| 171 | Fortinet, Inc. | $376,882 | 0.1% | -44% | 78.1 | |
| 172 | PROCTER & GAMBLE Co | $375,180 | 0.1% | +38% | 72.9 | |
| 173 | Dell Technologies Inc. | $367,464 | 0.1% | NEW | 76 | |
| 174 | Seagate Technology Holdings plc | $365,735 | 0.1% | NEW | — | |
| 175 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL | $365,082 | 0.1% | +0% | — |
| 176 | BANK OF AMERICA CORP /DE/ | $362,457 | 0.1% | +0% | 68.4 | |
| 177 | TAPESTRY, INC. | $360,428 | 0.1% | +0% | 76.4 | |
| 178 | TYSON FOODS, INC. | $352,946 | 0.1% | -16% | 51.9 | |
| 179 | Johnson Controls International plc | $348,618 | 0.1% | +6% | — | |
| 180 | EVERSOURCE ENERGY | $344,150 | 0.1% | NEW | 67 | |
| 181 | ALTRIA GROUP, INC. | $343,145 | 0.1% | +2% | 72.1 | |
| 182 | RALPH LAUREN CORP | $342,001 | 0.1% | -8% | 76.6 | |
| 183 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $341,331 | 0.1% | -0% | — |
| 184 | CONOCOPHILLIPS | $340,891 | 0.0% | +13% | 74.8 | |
| 185 | WASTE MANAGEMENT INC | $334,543 | 0.0% | -1% | 70.7 | |
| 186 | VERIZON COMMUNICATIONS INC | $326,346 | 0.0% | +2% | 71.6 | |
| 187 | — | ALPS ETF TR - ALERIAN ENERGY | $325,450 | 0.0% | +0% | — |
| 188 | — | LATTICE STRATEGIES TR - HARTFORD MLT SML | $321,420 | 0.0% | +0% | — |
| 189 | Constellation Energy Corp | $321,147 | 0.0% | -0% | 62.5 | |
| 190 | SYNOPSYS INC | $319,832 | 0.0% | NEW | 63.1 | |
| 191 | Waste Connections, Inc. | $318,878 | 0.0% | NEW | — | |
| 192 | TARGET CORP | $318,851 | 0.0% | +0% | 53.1 | |
| 193 | NEUROCRINE BIOSCIENCES INC | $316,677 | 0.0% | -24% | 75.4 | |
| 194 | MOLINA HEALTHCARE, INC. | $313,090 | 0.0% | NEW | 60.5 | |
| 195 | CARPENTER TECHNOLOGY CORP | $311,504 | 0.0% | NEW | 69.9 | |
| 196 | BARRICK MINING CORP | $310,919 | 0.0% | +0% | — | |
| 197 | TJX COMPANIES INC /DE/ | $308,757 | 0.0% | +0% | 70.7 | |
| 198 | Arista Networks, Inc. | $305,614 | 0.0% | -27% | 86 | |
| 199 | PIMCO Dynamic Income Fund | $302,688 | 0.0% | -2% | — | |
| 200 | UNITED PARCEL SERVICE INC | $297,990 | 0.0% | -7% | 58.2 | |
| 201 | MKS INC | $295,792 | 0.0% | NEW | 59.8 | |
| 202 | DOLLAR GENERAL CORP | $284,897 | 0.0% | -13% | 60.4 | |
| 203 | Evercore Inc. | $283,054 | 0.0% | +22% | 76.1 | |
| 204 | SoFi Technologies, Inc. | $281,913 | 0.0% | -1% | 53.8 | |
| 205 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $281,208 | 0.0% | NEW | — |
| 206 | — | ISHARES TR - ESG AWR MSCI USA | $280,203 | 0.0% | +0% | — |
| 207 | Toll Brothers, Inc. | $278,263 | 0.0% | +0% | 68.3 | |
| 208 | Nutanix, Inc. | $274,572 | 0.0% | NEW | 68.8 | |
| 209 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $274,424 | 0.0% | +0% | — |
| 210 | Marvell Technology, Inc. | $274,090 | 0.0% | NEW | 77.3 | |
| 211 | BIOGEN INC. | $271,155 | 0.0% | +9% | 65.6 | |
| 212 | ANALOG DEVICES INC | $268,487 | 0.0% | +0% | 76.2 | |
| 213 | Hewlett Packard Enterprise Co | $266,149 | 0.0% | NEW | 52.5 | |
| 214 | EXELIXIS, INC. | $266,065 | 0.0% | -2% | 79.4 | |
| 215 | Viking Holdings Ltd | $264,815 | 0.0% | NEW | — | |
| 216 | Expedia Group, Inc. | $263,045 | 0.0% | +10% | 65.7 | |
| 217 | DraftKings Inc. | $260,304 | 0.0% | NEW | 54 | |
| 218 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $259,648 | 0.0% | NEW | — |
| 219 | — | VANGUARD WORLD FD - INF TECH ETF | $259,358 | 0.0% | NEW | — |
| 220 | MCDONALDS CORP | $257,902 | 0.0% | +0% | 73.9 | |
| 221 | Datadog, Inc. | $256,975 | 0.0% | NEW | 62.9 | |
| 222 | IQVIA HOLDINGS INC. | $256,017 | 0.0% | +0% | 59.7 | |
| 223 | — | FIRST TR EXCHANGE-TRADED ALP - SML CAP VAL ALPH | $255,308 | 0.0% | +0% | — |
| 224 | Marathon Petroleum Corp | $253,880 | 0.0% | +0% | 50.7 | |
| 225 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $253,122 | 0.0% | +0% | — |
| 226 | S&P Global Inc. | $252,094 | 0.0% | -33% | 79.4 | |
| 227 | CUMMINS INC | $251,763 | 0.0% | NEW | 58.9 | |
| 228 | VALERO ENERGY CORP/TX | $250,313 | 0.0% | +6% | 51.4 | |
| 229 | Trane Technologies plc | $245,089 | 0.0% | +0% | — | |
| 230 | CSX CORP | $244,970 | 0.0% | -1% | 66.4 | |
| 231 | — | ISHARES TR - MSCI USA VALUE | $241,770 | 0.0% | NEW | — |
| 232 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | $240,615 | 0.0% | +0% | — |
| 233 | Match Group, Inc. | $240,552 | 0.0% | NEW | 66.4 | |
| 234 | CARMAX INC | $240,173 | 0.0% | NEW | 54.1 | |
| 235 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $240,006 | 0.0% | -1% | — |
| 236 | Lumentum Holdings Inc. | $236,825 | 0.0% | NEW | 63.4 | |
| 237 | Rubrik, Inc. | $230,564 | 0.0% | NEW | 49.5 | |
| 238 | HF Sinclair Corp | $229,915 | 0.0% | -0% | 54 | |
| 239 | INTUITIVE SURGICAL INC | $228,268 | 0.0% | +3% | 81.4 | |
| 240 | PRINCIPAL FINANCIAL GROUP INC | $228,055 | 0.0% | NEW | 50.6 | |
| 241 | UNITEDHEALTH GROUP INC | $227,394 | 0.0% | NEW | 66.8 | |
| 242 | BOEING CO | $226,438 | 0.0% | NEW | 51.8 | |
| 243 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $223,611 | 0.0% | NEW | — |
| 244 | Howmet Aerospace Inc. | $221,810 | 0.0% | NEW | 79.1 | |
| 245 | JABIL INC | $220,495 | 0.0% | NEW | 51.9 | |
| 246 | MUELLER INDUSTRIES INC | $220,413 | 0.0% | -3% | 77.5 | |
| 247 | AMERICAN ELECTRIC POWER CO INC | $220,127 | 0.0% | -0% | 75.4 | |
| 248 | — | ISHARES U S ETF TR - GSCI CMDTY STGY | $218,998 | 0.0% | -1% | — |
| 249 | Walt Disney Co | $218,384 | 0.0% | +5% | 68.9 | |
| 250 | Roblox Corp | $218,173 | 0.0% | +2% | 53.7 | |
| 251 | — | ISHARES TR - MSCI EAFE ETF | $217,732 | 0.0% | -1% | — |
| 252 | NEXTERA ENERGY INC | $217,319 | 0.0% | -4% | 71.7 | |
| 253 | LINDE PLC | $211,728 | 0.0% | -0% | — | |
| 254 | SIMON PROPERTY GROUP INC. | $211,573 | 0.0% | NEW | 76.9 | |
| 255 | Zoom Communications, Inc. | $207,403 | 0.0% | -35% | 72.4 | |
| 256 | KKR & Co. Inc. | $206,505 | 0.0% | -21% | 49.8 | |
| 257 | HECLA MINING CO/DE/ | $204,972 | 0.0% | +27% | 73.6 | |
| 258 | DANAHER CORP /DE/ | $204,576 | 0.0% | NEW | 63.9 | |
| 259 | NEW YORK TIMES CO | $203,152 | 0.0% | -9% | 71.3 | |
| 260 | CrowdStrike Holdings, Inc. | $202,995 | 0.0% | NEW | 55 | |
| 261 | Aramark | $201,255 | 0.0% | NEW | 53 | |
| 262 | CIENA CORP | $200,148 | 0.0% | NEW | 70.7 | |
| 263 | CLEANSPARK, INC. | $151,742 | 0.0% | NEW | 40.6 | |
| 264 | MARA Holdings, Inc. | $150,470 | 0.0% | +1% | 12.2 | |
| 265 | Freshworks Inc. | $124,041 | 0.0% | NEW | 55.5 |
New Positions (40)
Exited Positions (30)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for NORTHWEST WEALTH MANAGEMENT, LLC including:
Track NORTHWEST WEALTH MANAGEMENT, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for NORTHWEST WEALTH MANAGEMENT, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: NORTHWEST WEALTH MANAGEMENT, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For NORTHWEST WEALTH MANAGEMENT, LLC (SEC CIK: 1695344), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in NORTHWEST WEALTH MANAGEMENT, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.