Northwest Quadrant Wealth Management, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $478 Million distributed in 71 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 $141M, Ishares Treasury Floating Rate with a value of $55.5M, Ishares Tr with a value of $55.5M, Vanguard Mid Cap ETF with a value of $50.5M, and Schwab Strategic Tr Us Dividen with a value of $44M.
Examining the 13F form we can see an increase of $4.39M in the current position value, from $473M to 478M.
Below you can find more details about Northwest Quadrant Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$478 Million
ETFs: $437 Million
Technology: $8.73 Million
Industrials: $7.81 Million
Financial Services: $6.09 Million
Healthcare: $5.72 Million
Consumer Defensive: $4.47 Million
Consumer Cyclical: $3.09 Million
Communication Services: $2.84 Million
Other: $1.83 Million
Stock Holdings Table Market Cap. of $200 Billions or more
