13F Insight
DOSSIER · 13F-HR · Q2 2026

NORTHWEST WEALTH MANAGEMENT, LLC

$758M in tracked AUM across 265 positions as of Q2 2026.

NW
CIK 0001695344 · last filed Jun 30, 2026
Total AUM
$758M
as of Q2 2026
Holdings
265
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

NORTHWEST WEALTH MANAGEMENT, 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
VGIT
VANGUARD SCOTTSDALE FDS
$70M1.2M9.2%02
ITOT
ISHARES TR
$66M404K8.8%03
DFAC
DIMENSIONAL ETF TRUST
$60M1.3M7.9%04
DFSD
DIMENSIONAL ETF TRUST
$31M640K4.0%05
VTIP
VANGUARD MALVERN FDS
$30M599K4.0%06
VTI
VANGUARD INDEX FDS
$28M76K3.7%07
AVDV
AMERICAN CENTY ETF TR
$27M259K3.5%08
AVUV
AMERICAN CENTY ETF TR
$27M213K3.5%09
IDEV
ISHARES TR
$23M258K3.0%10
DFEM
DIMENSIONAL ETF TRUST
$15M376K2.0%

Filing history

2026Q2Jun 30
$758M▲ 13.9%
265 positionsView →2026Q1Mar 31
$665M▲ 4.7%
255 positionsView →2025Q4Dec 31
$636M▲ 4.7%
250 positionsView →2025Q3Sep 30
$607M▲ 9.7%
221 positionsView →2025Q2Jun 30
$553M▲ 10.2%
208 positionsLocked2025Q1Mar 31
$502M▲ 6.4%
188 positionsLocked2024Q4Dec 31
$472M▲ 10.1%
167 positionsLocked2024Q3Sep 30
$429M▲ 11.0%
166 positionsLocked2024Q2Jun 30
$386M▲ 5.9%
168 positionsLocked2024Q1Mar 31
$365M▲ 9.9%
171 positionsLocked2023Q4Dec 31
$332M▲ 19.6%
161 positionsLocked2023Q3Sep 30
$278M▲ 0.7%
149 positionsLocked
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