account_balance

Investment manager · 13F filer · SEC CIK 2053892

Wealth Advisors Northwest LLC

Reported value$299Mas of Sep 30, 2026
Positions62 0 new, 3 sold out
Top 10 weight74.8%DFAC alone is 24%
FiledOct 2929 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
DFAC Dimensional ETF Trust 23.9% Held
DFGP Dimensional ETF Trust 10.1% Added +8%
DFIC Dimensional ETF Trust 7.4% Added +5%
DFSV Dfa Invt Dimensions Group In 7.2% Held
DGCB Dimensional ETF Trust 7.0% Added +6%
DUHP Dfa Invt Dimensions Group In 6.6% Added +5%
AMZN Amazon.com Inc 3.8% Held
DFEM Dimensional ETF Trust 3.6% Added +7%
DISV Dimensional ETF Trust 2.7% Added +4%
DIHP Dimensional ETF Trust 2.5% Added +8%
DFAU Dimensional ETF Trust 2.4% Held
DCOR Dfa Invt Dimensions Group In 2.1% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 15, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • AVGO +23%
  • DFSI +17%
  • DFSU +17%
  • DFSB +16%
arrow_downwardTrimmed
  • SPYV −23%
  • SPYG −21%
  • AAPL −14%
  • SPDW −14%
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.

This is data, not investment advice. About StockToast · Your watchlist