Northwest Wealth Management, LLC Portfolio Holdings

Northwest Wealth Management, LLC

  • $614 Million
  • Q4 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$11.3 Million 1.83% of portfolio
42,150
Q4 2025 Reduced 1.1%
$465B
$10.8 Million 1.76% of portfolio
58,116
Q4 2025 Reduced 39.11%
$662B
$5.83 Million 0.95% of portfolio
11,448
Q4 2025 Added 0.29%
$3.78T
$4.91 Million 0.8% of portfolio
9,681
Q4 2025 Reduced 6.58%
$2.39T
$4.9 Million 0.8% of portfolio
20,869
Q4 2025 Added 0.4%
$1.29T
$4.87 Million 0.79% of portfolio
11,907
Q4 2025 Added 11.52%
$279B
$2.52 Million 0.41% of portfolio
24,501
Q4 2025 Added 11.64%
$881B
$2.34 Million 0.38% of portfolio
7,801
Q4 2025 Reduced 1.47%
$1.74T
$2.17 Million 0.35% of portfolio
7,613
Q4 2025 Added 3.55%
$453B
$1.51 Million 0.25% of portfolio
2
Q1 2025 New
$490B
$1.31 Million 0.21% of portfolio
11,156
Q4 2025 Reduced 4.5%
$317B
$1.01 Million 0.16% of portfolio
12,103
Q4 2025 Reduced 1.07%
$204B
$981,000 0.16% of portfolio
6,641
Q4 2025 Added 18.48%
$342B
$900,000 0.15% of portfolio
5,175
Q4 2025 Added 11.36%
$1.65T
$944,000 0.15% of portfolio
3,417
Q4 2025 Reduced 5.48%
$971B
$884,000 0.14% of portfolio
866
Q4 2025 Reduced 2.26%
$1.37T
$781,000 0.13% of portfolio
1,283
Q4 2025 Reduced 13.13%
$235B
$725,000 0.12% of portfolio
7,815
Q4 2025 Added 39.93%
$593B
$716,000 0.12% of portfolio
3,258
Q4 2025 Reduced 14.33%
$268B
$656,000 0.11% of portfolio
2,660
Q4 2025 Added 19.6%
$522B
$705,000 0.11% of portfolio
3,537
Q4 2025 Reduced 6.97%
$328B
$624,000 0.1% of portfolio
2,080
Q4 2025 Added 9.99%
$237B
$384,000 0.06% of portfolio
2,517
Q4 2025 Added 2.03%
$404B
$390,000 0.06% of portfolio
428
Q4 2025 Reduced 8.35%
$255B
$391,000 0.06% of portfolio
1,148
Q4 2025 Reduced 2.55%
$414B
$388,000 0.06% of portfolio
1,659
Q4 2025 Reduced 5.52%
$367B
$385,000 0.06% of portfolio
1,078
Q4 2025 Reduced 9.49%
$266B
$369,000 0.06% of portfolio
1,242
Q4 2025 Added 8.28%
$224B
$289,000 0.05% of portfolio
948
Q4 2025 Reduced 7.78%
$346B
$333,000 0.05% of portfolio
2,290
Q4 2025 Added 8.07%
$319B
$293,000 0.05% of portfolio
3,776
Q4 2025 Reduced 3.28%
$303B
$279,000 0.05% of portfolio
1,805
Q4 2025 Reduced 29.79%
$413B
$335,000 0.05% of portfolio
6,521
Q4 2025 Reduced 5.42%
$291B
$229,000 0.04% of portfolio
416
Q4 2025 New
$512B
$226,000 0.04% of portfolio
421
Q4 2025 New
$533B
$225,000 0.04% of portfolio
691
Q4 2025 Reduced 18.99%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $614 Million
  • Prior Value $596 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 39 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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