NORTHWEST WEALTH MANAGEMENT, LLC
CIK 1695344
13F filing for Q2 2026・No. 3,060
- Holdings
- US$758.11M
- Quarter change
- +US$92.79M
- Entries
- 265
- Net bought (estimate)
- +US$27.19M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 40
- Sold out 27
- Cut 113
- Added 81
- Corporate actions 0
- Unchanged 31
Largest holdings
265 stocks worth US$758.11M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 1,180,006 | US$69.6M | 9.18% |
| ISHARES TRCORE S&P TTL STK | Added | 403,829 | US$66.34M | 8.75% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 1,348,360 | US$59.81M | 7.89% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 640,173 | US$30.57M | 4.03% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 599,305 | US$30.1M | 3.97% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 76,318 | US$28.24M | 3.73% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 258,980 | US$26.69M | 3.52% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 212,515 | US$26.51M | 3.50% |
| ISHARES TRCORE MSCI INTL | Added | 258,286 | US$22.99M | 3.03% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Added | 376,000 | US$15.28M | 2.02% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.