AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Northwest Quadrant Wealth Management’s 13F filing for the period ending December 31, 2025, reveals a substantial transformation in portfolio scale and structure. The total portfolio value surged by 312.5%, growing from $117.23M to $483.50M within a single quarter. This dramatic increase suggests significant capital inflows or a major strategic reallocation rather than merely market appreciation. The firm currently holds 71 positions, maintaining a moderate...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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