DOSSIER · 13F-HR · Q4 2025

Northwest Capital Management Inc

$23M in tracked AUM across 92 positions as of Q4 2025.

NC
CIK 0001730404 · last filed Dec 31, 2025
Total AUM
$23M
as of Q4 2025
Holdings
92
positions
Whale Score
39
39
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Northwest Capital Management Inc filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
PG
PROCTER AND GAMBLE CO
$4M29K18.0%
02
MSFT
MICROSOFT CORP
$1M3K6.4%
03
EFV
ISHARES TR
$789K11K3.4%
04
QUAL
ISHARES TR
$762K4K3.3%
05
SCHG
SCHWAB STRATEGIC TR
$739K23K3.2%
06
JIRE
J P MORGAN EXCHANGE TRADED F
$695K9K3.0%
07
SCHR
SCHWAB STRATEGIC TR
$673K27K2.9%
08
MBB
ISHARES TR
$669K7K2.9%
09
DYNF
BLACKROCK ETF TRUST
$656K11K2.8%
10
SCHX
SCHWAB STRATEGIC TR
$642K24K2.8%

Filing history

2025Q4Dec 31
$23M 23.6%
92 positionsView →
2025Q3Sep 30
$30M 83.7%
122 positionsView →
2025Q2Jun 30
$185M 24.1%
352 positionsLocked
2025Q1Mar 31
$243M 4.3%
443 positionsLocked
2024Q4Dec 31
$233M 17.4%
436 positionsLocked
2024Q3Sep 30
$282M 3.0%
460 positionsLocked
2024Q2Jun 30
$274M 12.3%
465 positionsLocked
2024Q1Mar 31
$312M 4.8%
557 positionsLocked
2023Q4Dec 31
$298M 15.2%
555 positionsLocked
2023Q3Sep 30
$259M 8.5%
560 positionsLocked
2023Q2Jun 30
$239M 26.7%
564 positionsLocked
2022Q4Dec 31
$188M 9.0%
96 positionsLocked
Showing 12 of 30