account_balance

Investment manager · 13F filer · SEC CIK 1695344

Northwest Wealth Management, LLC

Reported value$777Mas of Sep 30, 2026
Positions283 36 new, 18 sold out
Top 10 weight50.1%VGIT alone is 9%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VGIT Vanguard Scottsdale FDS 9.1% Added +6%
ITOT iShares Tr 9.1% Added +6%
DFAC Dimensional ETF Trust 7.8% Held
DFSD Dimensional ETF Trust 4.1% Added +7%
VTIP Vanguard Malvern FDS 4.0% Added +5%
AVDV American Centy ETF Tr 3.8% Added +4%
VTI Vanguard Index FDS 3.7% Held
AVUV American Centy ETF Tr 3.3% Added +4%
IDEV iShares Tr 3.1% Added +4%
DFEM Dimensional ETF Trust 2.1% Added +7%
DFUS Dimensional ETF Trust 1.9% Added +2%
VGSH Vanguard Scottsdale FDS 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • DUHP +17%
  • DFNM +9%
  • DIHP +8%
  • MSFT +8%
arrow_downwardTrimmed
  • WMT −16%
  • MU −15%
  • DFSV −10%
  • IWN −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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