DOSSIER · 13F-HR · Q2 2026

Northwest Wealth Advisors, LLC

$174M in tracked AUM across 66 positions as of Q2 2026.

NW
CIK 0002094564 · last filed Jun 30, 2026
Total AUM
$174M
as of Q2 2026
Holdings
66
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Northwest Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$21M173K11.8%
02
ILCV
ISHARES TR
$18M173K10.1%
03
IMCB
ISHARES TR
$16M163K9.1%
04
SPYV
SPDR SERIES TRUST
$11M188K6.6%
05
FELG
FIDELITY COVINGTON TRUST
$9M208K5.2%
06
INTF
ISHARES TR
$9M213K5.0%
07
TVAL
T ROWE PRICE EXCHANGE-TRADED
$9M206K4.9%
08
TGRT
T ROWE PRICE EXCHANGE-TRADED
$7M148K3.9%
09
FTEC
FIDELITY COVINGTON TRUST
$6M23K3.7%
10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M11K3.1%

Filing history

2026Q2Jun 30
$174M 24.3%
66 positionsView →
2026Q1Mar 31
$140M 9.0%
64 positionsView →
2025Q4Dec 31
$128M
61 positionsView →