account_balance

Investment manager · 13F filer · SEC CIK 2094564

Northwest Wealth Advisors, LLC

Reported value$202Mas of Sep 30, 2026
Positions67 2 new, 1 sold out
Top 10 weight65.6%SPYG alone is 12%
FiledNov 233 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
SPYG SPDR Series Trust 12.5% Added +19%
ILCV iShares Tr 11.0% Added +22%
IMCB iShares Tr 9.4% Added +23%
SPYV SPDR Series Trust 6.1% Added +7%
INTF iShares Tr 5.4% Added +23%
TVAL T Rowe Price Exchange-Traded 5.3% Added +25%
FELG Fidelity Covington Trust 4.9% Added +5%
TGRT T Rowe Price Exchange-Traded 4.5% Added +30%
FTEC Fidelity Covington Trust 3.6% Added +7%
MSFT Microsoft Corp 3.0% Held
SPDW SPDR Index SHS FDS 2.9% Added +13%
GSSC Goldman Sachs ETF Tr 2.8% Added +20%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
  • IYE +54%
  • XSMO +42%
  • AGG +40%
  • FREL +31%
arrow_downwardTrimmed
  • IJH −4%
  • VUG −4%
  • VGT −4%
  • DFAX −4%
remove_circleSold out
  • VOT $206K

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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