Wealth Advisors Northwest LLC
CIK: 0002053892SEC EDGAR →
Portfolio Value
$225.5M
Holdings
56
As of
Q4 2025
New Positions
2
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,372,781 | $54.3M | 24.10% |
| 2 | DIMENSIONAL ETF TRUST | 518,990 | $17.9M | 7.93% |
| 3 | DIMENSIONAL ETF TRUST | 524,670 | $17.3M | 7.65% |
| 4 | DIMENSIONAL ETF TRUST | 294,929 | $15.9M | 7.07% |
| 5 | DIMENSIONAL ETF TRUST | 393,948 | $15.0M | 6.64% |
| 6 | DIMENSIONAL ETF TRUST | 224,460 | $12.2M | 5.40% |
| 7 | AMAZON COM INC | 45,941 | $10.6M | 4.70% |
| 8 | DIMENSIONAL ETF TRUST | 240,491 | $8.0M | 3.53% |
| 9 | DIMENSIONAL ETF TRUST | 161,015 | $7.5M | 3.34% |
| 10 | DIMENSIONAL ETF TRUST | 179,257 | $6.8M | 3.02% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $203.5M | 90.2% |
| Consumer Cyclical | 2 | $13.0M | 5.7% |
| Technology | 4 | $4.6M | 2.0% |
| Communication Services | 4 | $2.4M | 1.0% |
| Unknown | 2 | $660K | 0.3% |
| Energy | 1 | $531K | 0.2% |
| Healthcare | 2 | $468K | 0.2% |
| Consumer Defensive | 1 | $456K | 0.2% |