Northwest Capital Management Inc Portfolio Holdings
Northwest Capital Management Inc
- $89.7 Million
- Q3 2025
Northwest Capital Management Inc has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $89.7 Million distributed in 253 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $8.21M, Apple Inc. with a value of $6.95M, Microsoft Corp with a value of $6.83M, Procter & Gamble CO with a value of $4.47M, and Msci Eafe Value ETF with a value of $4.36M.
Examining the 13F form we can see an decrease of $86M in the current position value, from $176M to 89.7M.
Below you can find more details about Northwest Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$89.7 Million
ETFs: $62.9 Million
Technology: $16.2 Million
Consumer Defensive: $5 Million
Consumer Cyclical: $2.25 Million
Communication Services: $1 Million
Financial Services: $970,000
Healthcare: $757,000
Industrials: $162,000
Other: $178,000
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 253
- Current Value $89.7 Million
- Prior Value $176 Million
- Filing
- Period Q3 2025
- Filing Date October 20, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 8 stocks
- Additional Purchases 7 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks