Northwest Wealth Management, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $614 Million distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $56.1M, Ishares Core S&P Total U.S. St with a value of $50.3M, Dimensional ETF Tr U S Core Eq with a value of $48.7M, Vanguard Total Stock Market Et with a value of $26.2M, and Vanguard Sht Trm Inflt Prot Fd with a value of $24.9M.
Examining the 13F form we can see an increase of $18.4M in the current position value, from $596M to 614M.
Below you can find more details about Northwest Wealth Management, LLC portfolio as well as his latest detailed transactions.
