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.
Portfolio value
$614 Million
ETFs: $493 Million
Technology: $39 Million
Consumer Cyclical: $18.2 Million
Financial Services: $16.7 Million
Industrials: $10.5 Million
Healthcare: $8.5 Million
Consumer Defensive: $5.75 Million
Communication Services: $5.32 Million
Other: $6.51 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
