Northwest Wealth Advisors, LLC
CIK: 0002094564SEC EDGAR →
Portfolio Value
$128.5M
Holdings
61
As of
Q4 2025
New Positions
61
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 128,537 | $13.7M | 10.67% |
| 2 | ISHARES TR | 130,560 | $12.3M | 9.59% |
| 3 | ISHARES TR | 117,988 | $9.8M | 7.60% |
| 4 | SPDR SERIES TRUST | 170,052 | $9.7M | 7.52% |
| 5 | FIDELITY COVINGTON TRUST | 168,015 | $7.0M | 5.45% |
| 6 | ISHARES TR | 171,365 | $6.5M | 5.04% |
| 7 | MICROSOFT CORP | 11,527 | $5.6M | 4.34% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 10,701 | $5.4M | 4.19% |
| 9 | T ROWE PRICE ETF INC | 145,571 | $5.1M | 3.99% |
| 10 | FIDELITY COVINGTON TRUST | 18,270 | $4.1M | 3.19% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 52 | $113.0M | 88.0% |
| Technology | 3 | $7.6M | 5.9% |
| Unknown | 4 | $6.9M | 5.4% |
| Consumer Defensive | 1 | $742K | 0.6% |
| Consumer Cyclical | 1 | $237K | 0.2% |