Northwest Wealth Management, LLC Reduced Holdings in Q4 2025

Northwest Wealth Management, LLC

  • $614 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-37.3K
- 39.11%
$179.83 - $207.04 $6.71M - $7.73M
58.1K $10.8M
AOA
Ishares Tr Core Aggressive All

ETFs
-43.3K
- 72.62%
$86.51 - $90.12 $3.75M - $3.9M
16.3K $1.45M
VTI
Vanguard Total Stock Market Et

ETFs
-4.96K
- 5.87%
$321.8 - $337.95 $1.59M - $1.67M
79.4K $26.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
-18.9K
- 54.38%
$63.43 - $65.6 $1.2M - $1.24M
15.9K $1.03M
AVDV
American Centy ETF Tr Avantis

ETFs
-14.8K
- 5.79%
$87.37 - $90.92 $1.29M - $1.35M
241K $21.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
-13.2K
- 11.31%
$55.75 - $58.83 $736K - $777K
103K $5.89M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13.1K
- 15.53%
$42.26 - $44.28 $555K - $582K
71.5K $3.13M
MSFT
Microsoft Corp

Technology
-682
- 6.58%
$496.82 - $542.07 $339K - $370K
9.68K $4.91M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.61K
- 10.46%
$201.42 - $211.15 $324K - $340K
13.8K $2.83M
AVEM
American Centy ETF Tr Avantis

ETFs
-9.41K
- 6.48%
$73.09 - $78.36 $687K - $737K
136K $10.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.27K
- 15.22%
$78.65 - $79.19 $336K - $338K
23.8K $1.87M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-10.7K
- 0.84%
$37.61 - $39.41 $404K - $423K
1.26M $48.7M
VT
Vanguard Total World Stk Index

ETFs
-2.28K
- 34.39%
$135.16 - $141.78 $308K - $324K
4.35K $606K
META
Meta Platforms, Inc.

Communication Services
-194
- 13.13%
$609.01 - $751.67 $118K - $146K
1.28K $781K
CASY
Caseys General Stores Inc

Consumer Cyclical
-284
- 5.16%
$513.19 - $567.48 $146K - $161K
5.22K $2.81M
VEA
Vanguard Ftse Developed Market

ETFs
-6.44K
- 7.29%
$59.18 - $62.09 $381K - $400K
81.9K $5.02M
ETN
Eaton Corp PLC

Industrials
-137
- 1.59%
$352.39 - $387.75 $48.3K - $53.1K
8.49K $2.99M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.88K
- 34.27%
$77.73 - $78.84 $224K - $227K
5.53K $430K
AVUS
American Centy ETF Tr Avantis

ETFs
-2.36K
- 2.89%
$105.96 - $111.17 $250K - $262K
79.4K $8.67M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5K
- 23.25%
$45.45 - $48.31 $227K - $241K
16.5K $782K
AVLV
American Centy ETF Tr Avantis
-3.14K
- 15.14%
$70.14 - $73.74 $221K - $232K
17.6K $1.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.06K
- 32.37%
$185.12 - $192.11 $196K - $203K
2.21K $414K
DFIV
Dimensional ETF Tr

ETFs
-12.9K
- 5.45%
$45.13 - $48.25 $584K - $624K
224K $10.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-287
- 13.97%
$656.2 - $690.71 $188K - $198K
1.77K $1.19M
HOOD
Robinhood Markets, Inc.

Technology
-821
- 21.61%
$121.53 - $152.46 $99.8K - $125K
2.98K $364K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.58K
- 18.39%
$110.58 - $112.2 $174K - $177K
6.99K $774K
VGSH
Vanguard

ETFs
-2.41K
- 0.95%
$58.64 - $58.96 $141K - $142K
252K $14.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.61K
- 2.45%
$84.91 - $90.88 $137K - $146K
64.1K $5.66M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.41K
- 8.72%
$52.54 - $55.77 $179K - $190K
35.7K $1.96M
AVDE
American Centy ETF Tr Avantis

ETFs
-4.13K
- 3.23%
$77.65 - $81.2 $320K - $335K
123K $9.91M
JPM
Jpmorgan Chase & CO

Financial Services
-116
- 1.47%
$294.11 - $320.41 $34.1K - $37.2K
7.8K $2.34M
VTV
Vanguard Value ETF

ETFs
-786
- 4.98%
$182.87 - $189.72 $144K - $149K
15K $2.81M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-930
- 31.17%
$139.66 - $144.52 $130K - $134K
2.05K $291K
ECL
Ecolab Inc.

Basic Materials
-339
- 11.53%
$253.06 - $281.35 $85.8K - $95.4K
2.6K $672K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.38K
- 14.56%
$98.0 - $102.56 $135K - $142K
8.11K $822K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-2.91K
- 14.89%
$42.01 - $42.55 $122K - $124K
16.6K $700K
CVX
Chevron Corp

Energy
-766
- 29.79%
$148.9 - $157.72 $114K - $121K
1.81K $279K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-6.52K
- 15.08%
$18.14 - $18.51 $118K - $121K
36.7K $671K
CLSK
Cleanspark, Inc.

Technology
-5.45K
- 35.67%
$11.44 - $23.2 $62.3K - $126K
9.83K $112K
HD
Home Depot, Inc.

Consumer Cyclical
-113
- 9.49%
$358.03 - $397.02 $40.5K - $44.9K
1.08K $385K
UNP
Union Pacific Corp

Industrials
-133
- 3.1%
$216.37 - $237.41 $28.8K - $31.6K
4.16K $918K
CPRT
Copart Inc

Consumer Cyclical
-644
- 4.71%
$39.98 - $45.76 $25.7K - $29.5K
13K $534K
ADBE
Adobe Inc.

Technology
-126
- 11.63%
$325.07 - $359.91 $41K - $45.3K
957 $311K
V
Visa Inc.

Financial Services
-162
- 18.99%
$325.75 - $352.42 $52.8K - $57.1K
691 $225K
VIG
Vanguard Dividend Appreciation

ETFs
-317
- 6.31%
N/A
4.71K $857K
MUB
Ishares National Muni Bond ETF

ETFs
-534
- 19.78%
$106.36 - $107.61 $56.8K - $57.5K
2.17K $231K
EFV
Msci Eafe Value ETF

ETFs
-3.15K
- 4.59%
$66.73 - $70.99 $210K - $223K
65.5K $4.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-449
- 10.26%
$119.13 - $120.38 $53.5K - $54.1K
3.93K $469K
VUG
Vanguard Growth ETF

ETFs
-120
- 5.91%
$470.44 - $504.26 $56.5K - $60.5K
1.91K $924K
Activity Summary
Buys All Purchases 125 New Holdings 39 Increased Positions 86 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 3 Puts 0
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