NORTHWEST WEALTH MANAGEMENT, LLC Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$606.7B

Holdings

219

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (219 positions)

#StockSharesValue% PortfolioType
1
DFACDIMENSIONAL ETF TRUST
1,271,967$49.1B8.09%
2
VGITVANGUARD SCOTTSDALE FDS
816,131$49.0B8.07%
3
ITOTISHARES TR
327,122$47.6B7.85%
4
VTIVANGUARD INDEX FDS
84,386$27.7B4.56%
5
AVDVAMERICAN CENTY ETF TR
255,510$22.7B3.75%
6
VTIPVANGUARD MALVERN FDS
446,559$22.6B3.73%
7
DFSDDIMENSIONAL ETF TRUST
404,743$19.5B3.21%
8
NVDANVIDIA CORPORATION
95,452$17.8B2.94%
9
AVUVAMERICAN CENTY ETF TR
172,127$17.1B2.82%
10
IDEVISHARES TR
194,484$15.6B2.57%
11
VGSHVANGUARD SCOTTSDALE FDS
254,511$15.0B2.47%
12
DFUSDIMENSIONAL ETF TRUST
177,918$12.9B2.12%
13
DFIVDIMENSIONAL ETF TRUST
237,087$10.9B1.80%
14
AVEMAMERICAN CENTY ETF TR
145,150$10.9B1.80%
15
AAPLAPPLE INC
42,620$10.9B1.79%
16
AVDEAMERICAN CENTY ETF TR
127,567$10.1B1.66%
17
DFAIDIMENSIONAL ETF TRUST
250,696$9.1B1.50%
18
AVUSAMERICAN CENTY ETF TR
81,800$8.9B1.47%
19
DFEMDIMENSIONAL ETF TRUST
275,779$8.8B1.46%
20
DFATDIMENSIONAL ETF TRUST
116,675$6.8B1.12%
21
AVSCAMERICAN CENTY ETF TR
116,123$6.6B1.10%
22
DFUVDIMENSIONAL ETF TRUST
135,319$6.0B1.00%
23
SLYVSPDR SERIES TRUST
65,715$5.8B0.96%
24
BRK/BBERKSHIRE HATHAWAY INC DEL
11,415$5.7B0.95%
25
MSFTMICROSOFT CORP
10,363$5.4B0.88%
26
VEAVANGUARD TAX-MANAGED FDS
88,370$5.3B0.87%
27
AOAISHARES TR
59,615$5.3B0.87%
28
IEMGISHARES INC
74,311$4.9B0.81%
29
CTEFEA SERIES TRUST
215,410$4.9B0.80%
30
DIHPDIMENSIONAL ETF TRUST
160,249$4.9B0.80%
31
TSLATESLA INC
10,677$4.7B0.78%
32
EFVISHARES TR
68,611$4.7B0.77%
33
AMZNAMAZON COM INC
20,786$4.6B0.75%
34
DFCFDIMENSIONAL ETF TRUST
102,421$4.4B0.72%
35
DISVDIMENSIONAL ETF TRUST
115,965$4.1B0.68%
36
DFAEDIMENSIONAL ETF TRUST
118,977$3.8B0.62%
37
IWNISHARES TR
20,676$3.7B0.60%
38
SPDWSPDR INDEX SHS FDS
84,608$3.6B0.60%
39
DFICDIMENSIONAL ETF TRUST
103,569$3.4B0.56%
40
ETNEATON CORP PLC
8,629$3.2B0.53%
41
VBRVANGUARD INDEX FDS
15,386$3.2B0.53%
42
CASYCASEYS GEN STORES INC
5,507$3.1B0.51%
43
DUHPDIMENSIONAL ETF TRUST
79,324$3.0B0.49%
44
VTVVANGUARD INDEX FDS
15,789$2.9B0.49%
45
DFAXDIMENSIONAL ETF TRUST
86,176$2.7B0.45%
46
DFSVDIMENSIONAL ETF TRUST
79,373$2.5B0.42%
47
JPMJPMORGAN CHASE & CO.
7,917$2.5B0.41%
48
DFGRDIMENSIONAL ETF TRUST
86,264$2.4B0.39%
49
WMTWALMART INC
21,946$2.3B0.37%
50
AORISHARES TR
34,779$2.2B0.37%
51
SPTMSPDR SERIES TRUST
27,592$2.2B0.37%
52
BSVVANGUARD BD INDEX FDS
28,078$2.2B0.37%
53
VWOVANGUARD INTL EQUITY INDEX F
39,130$2.1B0.35%
54
AQLTISHARES TR
22,161$1.9B0.32%
55
VOOVANGUARD INDEX FDS
3,078$1.9B0.31%
56
GOOGALPHABET INC
7,352$1.8B0.30%
57
VEUVANGUARD INTL EQUITY INDEX F
23,185$1.7B0.27%
58
FNDCSCHWAB STRATEGIC TR
36,046$1.6B0.26%
59
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.5B0.25%
60
AVLVAMERICAN CENTY ETF TR
20,767$1.5B0.25%
61
FNDFSCHWAB STRATEGIC TR
32,536$1.4B0.23%
62
IVVISHARES TR
2,054$1.4B0.23%
63
EEMISHARES TR
25,644$1.4B0.23%
64
XOMEXXON MOBIL CORP
11,682$1.3B0.22%
65
DFNMDIMENSIONAL ETF TRUST
25,154$1.2B0.20%
66
DFAUDIMENSIONAL ETF TRUST
24,757$1.1B0.19%
67
METAMETA PLATFORMS INC
1,477$1.1B0.18%
68
VIGVANGUARD SPECIALIZED FUNDS
5,025$1.1B0.18%
69
ORCLORACLE CORP
3,803$1.1B0.18%
70
WFCWELLS FARGO CO NEW
12,234$1.0B0.17%
71
VNQVANGUARD INDEX FDS
11,137$1.0B0.17%
72
UNPUNION PAC CORP
4,289$1.0B0.17%
73
SPEMSPDR INDEX SHS FDS
21,486$1.0B0.17%
74
VUGVANGUARD INDEX FDS
2,032$974.7M0.16%
75
IWMISHARES TR
3,949$955.6M0.16%
76
TIPISHARES TR
8,566$952.8M0.16%
77
IUSVISHARES TR
9,495$949.0M0.16%
78
VTVANGUARD INTL EQUITY INDEX F
6,636$914.5M0.15%
79
DEDEERE & CO
1,995$912.4M0.15%
80
GOOGLALPHABET INC
3,615$878.9M0.14%
81
PLTRPALANTIR TECHNOLOGIES INC
4,647$847.7M0.14%
82
VUSBVANGUARD BD INDEX FDS
16,861$843.0M0.14%
83
DFIPDIMENSIONAL ETF TRUST
19,533$824.9M0.14%
84
ECLECOLAB INC
2,939$804.9M0.13%
85
XFEBFIRST TR EXCH TRADED FD III
43,238$788.7M0.13%
86
PEPPEPSICO INC
5,605$787.2M0.13%
87
EMLPFIRST TR EXCHANGE-TRADED FD
19,572$749.4M0.12%
88
AVGOBROADCOM INC
2,254$743.6M0.12%
89
JNJJOHNSON & JOHNSON
3,802$705.0M0.12%
90
STIPISHARES TR
6,811$704.0M0.12%
91
RBLXROBLOX CORP
5,077$703.3M0.12%
92
INTCINTEL CORP
20,329$682.0M0.11%
93
LLYELI LILLY & CO
886$676.0M0.11%
94
BIVVANGUARD BD INDEX FDS
8,405$656.4M0.11%
95
SHYISHARES TR
7,566$627.7M0.10%
96
VRPINVESCO EXCH TRADED FD TR II
25,394$627.2M0.10%
97
USBUS BANCORP DEL
12,842$620.7M0.10%
98
RSPINVESCO EXCHANGE TRADED FD T
3,268$620.0M0.10%
99
FTSLFIRST TR EXCHANGE-TRADED FD
13,459$617.0M0.10%
100
CPRTCOPART INC
13,664$614.5M0.10%
Page 1 of 3Next