StockDriftsStockDriftsTop 50 Wealth Advisors Northwest LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 23.98% | 1.58M | $70.3M | +5.17%(+77.92K) | $35.42(+29.85%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 10% | 538.4K | $29.3M | +62.87%(+207.83K) | $54.07(-1.08%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 7.47% | 565.0K | $21.9M | +2.67%(+14.70K) | $30.69(+31.78%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 7.16% | 563.7K | $21.0M | +4.32%(+23.33K) | $28.35(+38.34%) | 2026-06-30 | |
| DGCB | DIMENSIONAL ETF TRUST | 7.13% | 382.3K | $20.9M | +36.10%(+101.40K) | $53.97(-0.98%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.46% | 454.0K | $18.9M | +7.42%(+31.34K) | $34.84(+22.39%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.65% | 44.9K | $10.7M | +3.04%(+1.33K) | $204.04(+34.75%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.56% | 256.7K | $10.4M | +1.72%(+4.33K) | $28.18(+39.83%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 2.48% | 181.2K | $7.3M | +3.47%(+6.08K) | $28.59(+53.15%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.43% | 137.6K | $7.1M | -7.50%(-11.15K) | $40.20(+33.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.80% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.34% |
Wealth Advisors Northwest LLC reports $293.22M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (24.0%), DFGP (10.0%) and DFSV (7.5%). The top 20 holdings account for 88.07% of reported assets. Its disclosed equity book has returned +24.80% cumulatively over 6 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 Wealth Advisors Northwest LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053892). View Wealth Advisors Northwest LLC’s 13F filings on SEC