NORTHWEST WEALTH MANAGEMENT, LLC
CIK: 0001695344SEC EDGAR →
Portfolio Value
$622K
Holdings
246
As of
Q4 2025
New Positions
26
Closed Positions
12
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 935,060 | $56K | 9.01% |
| 2 | ISHARES TR | 343,832 | $51K | 8.22% |
| 3 | DIMENSIONAL ETF TRUST | 1,261,235 | $50K | 8.03% |
| 4 | VANGUARD INDEX FDS | 79,431 | $27K | 4.28% |
| 5 | VANGUARD MALVERN FDS | 497,737 | $25K | 3.96% |
| 6 | DIMENSIONAL ETF TRUST | 479,430 | $23K | 3.70% |
| 7 | AMERICAN CENTY ETF TR | 240,705 | $23K | 3.64% |
| 8 | ISHARES TR | 230,897 | $19K | 3.06% |
| 9 | AMERICAN CENTY ETF TR | 179,990 | $18K | 2.95% |
| 10 | VANGUARD SCOTTSDALE FDS | 252,103 | $15K | 2.38% |
Quarterly Changes
New Positions (42)
$939 · 4K shares
$689 · 13K shares
$674 · 16K shares
$641 · 4K shares
$557 · 22K shares
$429 · 5K shares
$379 · 8K shares
$372 · 11K shares
$365 · 474 shares
$364 · 2K shares
$355 · 3K shares
$347 · 3K shares
$339 · 5K shares
$335 · 2K shares
$320 · 2K shares
$317 · 713 shares
$293 · 3K shares
$284 · 3K shares
$284 · 2K shares
$276 · 822 shares
$257 · 1K shares
$252 · 6K shares
$251 · 2K shares
$249 · 512 shares
$247 · 2K shares
$244 · 1K shares
$241 · 394 shares
$240 · 421 shares
$239 · 3K shares
$238 · 416 shares
$230 · 4K shares
$229 · 6K shares
$228 · 1K shares
$227 · 3K shares
$224 · 565 shares
$215 · 2K shares
$213 · 2K shares
$207 · 5K shares
$206 · 3K shares
$200 · 1K shares
$99 · 10K shares
$96 · 11K shares
Closed Positions (15)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 115 | $520K | 83.6% |
| Technology | 30 | $39K | 6.3% |
| Consumer Cyclical | 19 | $16K | 2.5% |
| Industrials | 21 | $11K | 1.8% |
| Unknown | 13 | $10K | 1.7% |
| Healthcare | 20 | $8K | 1.3% |
| Consumer Defensive | 7 | $5K | 0.9% |
| Communication Services | 5 | $5K | 0.8% |
| Energy | 5 | $3K | 0.4% |
| Utilities | 6 | $3K | 0.4% |
| Basic Materials | 5 | $2K | 0.4% |