Northwest Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Northwest Wealth Advisors, LLCInvestment ActivityNorthwest Wealth Advisors, LLC has $140.01 million in total holdings as of March 31, 2026.Northwest Wealth Advisors, LLC owns shares of 64 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 11.69% of the portfolio was purchased this quarter.About 0.70% of the portfolio was sold this quarter.This quarter, Northwest Wealth Advisors, LLC has purchased 61 new stocks and bought additional shares in 41 stocks.Northwest Wealth Advisors, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $14,767,427iShares Morningstar Value ETF $14,391,065iShares Morningstar Mid-Cap ETF $11,940,218SPDR Portfolio S&P 500 Value ETF $10,530,469iShares International Equity Factor ETF $7,561,835 Largest New Holdings this Quarter 46137V498 - Invesco S&P SmallCap Momentum ETF $303,032 Holding19761L854 - COLUMBIA ETF TR I $226,107 Holding67092P201 - Nuveen ESG Large-Cap Growth ETF $221,257 Holding478160104 - Johnson & Johnson $202,336 Holding Largest Purchases this Quarter iShares Morningstar Value ETF 23,950 shares (about $2.23M)SPDR Portfolio S&P 500 Growth ETF 22,290 shares (about $2.18M)iShares Morningstar Mid-Cap ETF 25,129 shares (about $2.10M)T. Rowe Price Value ETF 32,305 shares (about $1.17M)T. Rowe Price Growth ETF 27,559 shares (about $1.08M) Largest Sales this Quarter Vanguard S&P 500 Value ETF 950 shares (about $193.59K)iShares Core S&P Mid-Cap ETF 2,289 shares (about $154.57K)VanEck Semiconductor ETF 242 shares (about $92.78K)Invesco QQQ 131 shares (about $75.62K)Apple 268 shares (about $68.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorthwest Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$14,767,427$2,182,407 ▲17.3%150,82710.5%ETFILCViShares Morningstar Value ETF$14,391,065$2,230,704 ▲18.3%154,51010.3%ETFIMCBiShares Morningstar Mid-Cap ETF$11,940,218$2,096,507 ▲21.3%143,1178.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$10,530,469$908,955 ▲9.4%186,1177.5%ETFINTFiShares International Equity Factor ETF$7,561,835$885,480 ▲13.3%194,0935.4%ETFFIDELITY COVINGTON TRUST$7,166,859$867,969 ▲13.8%191,1675.1%ENHANCED LARGETVALT. Rowe Price Value ETF$6,435,562$1,168,796 ▲22.2%177,8764.6%ETFBRK.BBerkshire Hathaway$5,127,6810.0%10,7013.7%FinanceFTECFidelity MSCI Information Technology Index ETF$4,465,303$664,293 ▲17.5%21,4633.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,448,857$555,788 ▲14.3%97,4563.2%ETFTGRTT. Rowe Price Growth ETF$4,320,172$1,083,345 ▲33.5%109,9003.1%ETFMSFTMicrosoft$4,228,927$38,128 ▼-0.9%11,4243.0%Computer and TechnologyILCGiShares Morningstar Growth ETF$3,859,269$321,669 ▲9.1%40,4202.8%ETFIWRiShares Russell Mid-Cap ETF$3,779,547$441,913 ▲13.2%38,8722.7%ETFGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$3,688,734$557,388 ▲17.8%49,4822.6%ETFPSCPrincipal U.S. Small-Cap Multi-Factor ETF$2,158,905$258,764 ▲13.6%37,6611.5%ManufacturingBBINJPMorgan BetaBuilders International Equity ETF$2,144,838$99,882 ▲4.9%29,3331.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,902,807$306,544 ▲19.2%39,3791.4%ETFJGROJPMorgan Active Growth ETF$1,693,472$214,177 ▲14.5%20,0361.2%ETFAAPLApple$1,512,418$68,019 ▼-4.3%5,9591.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,358,226$117,101 ▲9.4%10,9261.0%ETFVUGVanguard Growth ETF$1,332,563$874 ▲0.1%3,0511.0%ETFVGTVanguard Information Technology ETF$1,197,619$25,125 ▲2.1%1,7160.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,183,901$28,070 ▼-2.3%19,9920.8%ETFRSPGInvesco S&P 500 Equal Weight Energy ETF$1,013,044$138,152 ▲15.8%9,2540.7%ETFDFASDimensional U.S. Small Cap ETF$898,841$19,347 ▼-2.1%12,6370.6%ETFDFUVDimensional US Marketwide Value ETF$890,810$1,454 ▲0.2%18,3820.6%ETFCOSTCostco Wholesale$890,766$32,881 ▲3.8%8940.6%Retail/WholesaleVOOVVanguard S&P 500 Value ETF$854,643$193,589 ▼-18.5%4,1940.6%ETFFRELFidelity MSCI Real Estate Index ETF$843,936$153,174 ▲22.2%31,3610.6%ETFQQQInvesco QQQ$842,167$75,616 ▼-8.2%1,4590.6%FinanceDFACDimensional U.S. Core Equity 2 ETF$841,220$2,021 ▲0.2%21,6470.6%ETFVIGVanguard Dividend Appreciation ETF$834,214$1,720 ▲0.2%3,8790.6%ETFIYEiShares U.S. Energy ETF$776,997$21,310 ▲2.8%11,9960.6%ETFIJHiShares Core S&P Mid-Cap ETF$753,061$154,569 ▼-17.0%11,1520.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$662,051$883 ▲0.1%19,4890.5%ETFVBKVanguard Small-Cap Growth ETF$659,467$25,992 ▲4.1%2,1820.5%ETFISCViShares Morningstar Small-Cap Value ETF$457,930$1,390 ▲0.3%6,5880.3%ETFVOOVanguard S&P 500 ETF$452,301$19,120 ▲4.4%7570.3%ETFXLKTechnology Select Sector SPDR Fund$451,8600.0%3,4000.3%ETFCOWZPacer US Cash Cows 100 ETF$437,260$7,508 ▼-1.7%6,9890.3%ETFXLEEnergy Select Sector SPDR Fund$420,722$1,899 ▲0.5%6,8680.3%ETFSMHVanEck Semiconductor ETF$404,099$92,782 ▼-18.7%1,0540.3%ManufacturingDGROiShares Core Dividend Growth ETF$364,899$1,684 ▲0.5%5,1990.3%ETFVYMVanguard High Dividend Yield ETF$360,820$444 ▲0.1%2,4360.3%ETFIEFAiShares Core MSCI EAFE ETF$338,6170.0%3,7400.2%ETFSPYSPDR S&P 500 ETF Trust$312,699$650 ▲0.2%4810.2%FinanceXSMOInvesco S&P SmallCap Momentum ETF$303,032$303,032 ▲New Holding3,9860.2%ETFQUALiShares MSCI USA Quality Factor ETF$273,857$575 ▲0.2%1,4280.2%ETFJPMJPMorgan Chase & Co.$269,7520.0%9170.2%FinanceVOVanguard Mid-Cap ETF$268,971$3,158 ▼-1.2%9370.2%ETFNVDANVIDIA$260,230$13,605 ▼-5.0%1,4920.2%Computer and TechnologyVONEVanguard Russell 1000 ETF$258,637$590 ▲0.2%8760.2%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$246,465$2,268 ▼-0.9%8,5850.2%ManufacturingSPYDSPDR Portfolio S&P 500 High Dividend ETF$234,000$1,001 ▲0.4%5,1410.2%ETFCOLUMBIA ETF TR I$226,107$226,107 ▲New Holding4,6000.2%US EQUITY INCOMENULGNuveen ESG Large-Cap Growth ETF$221,257$221,257 ▲New Holding2,4330.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$217,412$14,097 ▲6.9%2,1900.2%FinanceAMZNAmazon.com$217,017$3,124 ▲1.5%1,0420.2%Retail/WholesaleGOLDMAN SACHS ETF TR$215,873$16,118 ▼-6.9%3,9510.2%SMALL CAP EQUITYDFSVDimensional US Small Cap Value ETF$212,634$44,538 ▼-17.3%6,0680.2%ETFIWFiShares Russell 1000 Growth ETF$211,2410.0%4950.2%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$207,774$1,431 ▲0.7%8,1320.1%ETFJNJJohnson & Johnson$202,336$202,336 ▲New Holding8280.1%MedicalMELIMercadoLibre$0$221,569 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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