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Northwest Wealth Advisors, LLC

Portfolio Manager
Northwest Wealth Advisors, LLC
Performance
-3.91% (2026 Q1)
AUM (13F)
$140.01M
# of Holdings
64
Performance Rank
Allocation (Top 20)
82.95%

Northwest Wealth Advisors, LLC Holdings Map

Top 50 Northwest Wealth Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYG
SPDR SERIES TRUST
10.55%150.8K$14.8M
+17.34%(+22.29K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 128.5K shares2026-Q1: 150.8K shares
$105.12(+13.05%)
2026-03-31
ILCV
ISHARES TR
10.28%154.5K$14.4M
+18.34%(+23.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 130.6K shares2026-Q1: 154.5K shares
$92.43(+8.54%)
2026-03-31
IMCB
ISHARES TR
8.53%143.1K$11.9M
+21.30%(+25.13K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 118.0K shares2026-Q1: 143.1K shares
$82.92(+9.53%)
2026-03-31
SPYV
SPDR SERIES TRUST
7.52%186.1K$10.5M
+9.45%(+16.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 170.1K shares2026-Q1: 186.1K shares
$56.12(+7.23%)
2026-03-31
INTF
ISHARES TR
5.4%194.1K$7.6M
+13.26%(+22.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 171.4K shares2026-Q1: 194.1K shares
$37.01(+11.97%)
2026-03-31
FELG
FIDELITY COVINGTON TRUST
5.12%191.2K$7.2M
+13.78%(+23.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 168.0K shares2026-Q1: 191.2K shares
$41.19(+7.14%)
2026-03-31
TVAL
T ROWE PRICE ETF INC
4.6%177.9K$6.4M
+22.19%(+32.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 145.6K shares2026-Q1: 177.9K shares
$34.85(+15.74%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.66%10.7K$5.1M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.7K shares2026-Q1: 10.7K shares
$493.90(-1.70%)
2026-03-31
FTEC
FIDELITY COVINGTON TRUST
3.19%21.5K$4.5M
+17.48%(+3.19K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 18.3K shares2026-Q1: 21.5K shares
$222.37(+21.75%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
3.18%97.5K$4.4M
+14.28%(+12.18K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 85.3K shares2026-Q1: 97.5K shares
$43.78(+14.83%)
2026-03-31

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