13F Insight
DOSSIER · 13F-HR · Q1 2026

Wealth Advisors Northwest LLC

Wealth Northwest's family office based in San Francisco, CA — $238M in tracked AUM across 57 positions as of Q1 2026.

WN
Wealth Northwest·San Francisco, CA·Family Office
CIK 0002053892 · last filed Mar 31, 2026
Total AUM
$238M
▲ 5.2%
vs prior
Holdings
57
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
37% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Wealth Advisors Northwest LLC Reporting Period: Q4 2025 (Report Date: December 31, 2025)

1. Portfolio Overview

Wealth Advisors Northwest LLC reported a total portfolio value of $225.49 million for the quarter ending December 31, 2025. This represents a significant growth of 18.4% compared to the previous quarter's value of $190.43 million. The portfolio consists of 56 holdings, indicating a strategy that balances broad diversific...

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.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$59M1.5M24.6%
02
DFSV
DIMENSIONAL ETF TRUST
$19M550K8.1%
03
DFIC
DIMENSIONAL ETF TRUST
$19M540K8.1%
04
DFGP
DIMENSIONAL ETF TRUST
$18M331K7.5%
05
DUHP
DIMENSIONAL ETF TRUST
$16M423K6.5%
06
DGCB
DIMENSIONAL ETF TRUST
$15M281K6.4%
07
AMZN
AMAZON COM INC
$9M44K3.8%
08
DFEM
DIMENSIONAL ETF TRUST
$9M252K3.7%
09
DISV
DIMENSIONAL ETF TRUST
$7M175K2.9%
10
DFAU
DIMENSIONAL ETF TRUST
$7M149K2.8%

Filing history

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