NORTHWEST WEALTH MANAGEMENT, LLC
CIK: 1695344SEC EDGAR →
Portfolio Value
$436.0B
Holdings
252
As of
Q1 2026
New Positions
252
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 1,039,280 | $61.9B | 14.20% |
| 2 | DIMENSIONAL ETF TRUST | 1,326,887 | $51.6B | 11.83% |
| 3 | VANGUARD MALVERN FDS | 546,717 | $27.3B | 6.26% |
| 4 | DIMENSIONAL ETF TRUST | 554,913 | $26.6B | 6.09% |
| 5 | AMERICAN CENTY ETF TR | 245,336 | $24.5B | 5.62% |
| 6 | ISHARES TR | 244,510 | $20.4B | 4.69% |
| 7 | VANGUARD SCOTTSDALE FDS | 253,161 | $14.8B | 3.40% |
| 8 | DIMENSIONAL ETF TRUST | 180,675 | $12.8B | 2.94% |
| 9 | DIMENSIONAL ETF TRUST | 345,770 | $11.9B | 2.74% |
| 10 | DIMENSIONAL ETF TRUST | 214,245 | $11.3B | 2.59% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 115 | $414.3B | 95.0% |
| Unknown | 13 | $9.5B | 2.2% |
| Technology | 30 | $2.4B | 0.5% |
| Utilities | 7 | $2.1B | 0.5% |
| Healthcare | 16 | $1.6B | 0.4% |
| Industrials | 25 | $1.5B | 0.3% |
| Basic Materials | 8 | $1.3B | 0.3% |
| Energy | 9 | $1.0B | 0.2% |
| Consumer Cyclical | 16 | $829.7M | 0.2% |
| Consumer Defensive | 7 | $785.4M | 0.2% |
| Communication Services | 6 | $714.5M | 0.2% |