Top 50 Northwest Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 10.55% | 150.8K | $14.8M | +17.34%(+22.29K) | $105.12(+13.05%) | 2026-03-31 | |
| ILCV | ISHARES TR | 10.28% | 154.5K | $14.4M | +18.34%(+23.95K) | $92.43(+8.54%) | 2026-03-31 | |
| IMCB | ISHARES TR | 8.53% | 143.1K | $11.9M | +21.30%(+25.13K) | $82.92(+9.53%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 7.52% | 186.1K | $10.5M | +9.45%(+16.07K) | $56.12(+7.23%) | 2026-03-31 | |
| INTF | ISHARES TR | 5.4% | 194.1K | $7.6M | +13.26%(+22.73K) | $37.01(+11.97%) | 2026-03-31 | |
| FELG | FIDELITY COVINGTON TRUST | 5.12% | 191.2K | $7.2M | +13.78%(+23.15K) | $41.19(+7.14%) | 2026-03-31 | |
| TVAL | T ROWE PRICE ETF INC | 4.6% | 177.9K | $6.4M | +22.19%(+32.30K) | $34.85(+15.74%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.66% | 10.7K | $5.1M | +0.00%(+0) | $493.90(-1.70%) | 2026-03-31 | |
| FTEC | FIDELITY COVINGTON TRUST | 3.19% | 21.5K | $4.5M | +17.48%(+3.19K) | $222.37(+21.75%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.18% | 97.5K | $4.4M | +14.28%(+12.18K) | $43.78(+14.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -14.75% | -38.04% |
| Top 20 Holdings Unweighted | -14.56% | -37.63% |
Sign up free to track Northwest Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.