StockDriftsStockDriftsTop 50 Northwest Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 11.8% | 172.7K | $20.5M | +14.48%(+21.83K) | $105.30(+16.70%) | 2026-06-30 | |
| ILCV | ISHARES TR | 10.06% | 173.0K | $17.5M | +11.94%(+18.44K) | $92.84(+16.48%) | 2026-06-30 | |
| IMCB | ISHARES TR | 9.06% | 163.3K | $15.8M | +14.12%(+20.20K) | $83.67(+20.62%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 6.56% | 187.9K | $11.4M | +0.98%(+1.82K) | $56.14(+12.95%) | 2026-06-30 | |
| FELG | FIDELITY COVINGTON TRUST | 5.24% | 208.4K | $9.1M | +9.02%(+17.25K) | $41.08(+9.69%) | 2026-06-30 | |
| INTF | ISHARES TR | 5% | 212.6K | $8.7M | +9.52%(+18.47K) | $37.22(+16.32%) | 2026-06-30 | |
| TVAL | T ROWE PRICE EXCHANGE-TRADED | 4.92% | 205.6K | $8.6M | +15.58%(+27.71K) | $35.35(+22.85%) | 2026-06-30 | |
| TGRT | T ROWE PRICE EXCHANGE-TRADED | 3.88% | 147.5K | $6.7M | +34.23%(+37.61K) | $42.98(+10.53%) | 2026-06-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 3.73% | 22.7K | $6.5M | +5.98%(+1.28K) | $223.51(+30.87%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.08% | 10.7K | $5.4M | +0.20%(+21) | $493.88(+1.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.57% |
Northwest Wealth Advisors, LLC reports $174.04M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (11.8%), ILCV (10.1%) and IMCB (9.1%). The top 20 holdings account for 83.69% of reported assets. Its disclosed equity book has returned +9.68% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Northwest Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2094564). View Northwest Wealth Advisors, LLC’s 13F filings on SEC