Northwest Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Northwest Wealth Advisors, LLCInvestment ActivityNorthwest Wealth Advisors, LLC has $174.04 million in total holdings as of June 30, 2026.Northwest Wealth Advisors, LLC owns shares of 66 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 10.46% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Northwest Wealth Advisors, LLC has purchased 64 new stocks and bought additional shares in 47 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 $20,544,924iShares Morningstar Value ETF $17,509,621iShares Morningstar Mid-Cap ETF $15,770,025SPDR Portfolio S&P 500 Value ETF $11,424,988FIDELITY COVINGTON TRUST $9,118,285 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $325,319 Holding46432F388 - iShares MSCI USA Value Factor ETF $234,833 Holding922908538 - Vanguard Mid-Cap Growth ETF $205,834 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Growth ETF 21,834 shares (about $2.60M)iShares Morningstar Mid-Cap ETF 20,202 shares (about $1.95M)iShares Morningstar Value ETF 18,442 shares (about $1.87M)T. Rowe Price Growth ETF 37,614 shares (about $1.72M)Vanguard Information Technology ETF 12,016 shares (about $1.44M) Largest Sales this Quarter Invesco S&P 500 Equal Weight Energy ETF 1,592 shares (about $155.95K)Energy Select Sector SPDR Fund 919 shares (about $48.81K)JPMorgan BetaBuilders International Equity ETF 434 shares (about $33.89K)iShares Core S&P Small-Cap ETF 205 shares (about $30.40K)iShares Core S&P Mid-Cap ETF 357 shares (about $27.53K) 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$20,544,924$2,598,027 â–²14.5%172,66111.8%ETFILCViShares Morningstar Value ETF$17,509,621$1,867,064 â–²11.9%172,95210.1%ETFIMCBiShares Morningstar Mid-Cap ETF$15,770,025$1,950,698 â–²14.1%163,3199.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$11,424,988$110,942 â–²1.0%187,9426.6%ETFFIDELITY COVINGTON TRUST$9,118,285$754,731 â–²9.0%208,4185.2%ENHANCED LARGEINTFiShares International Equity Factor ETF$8,706,694$756,653 â–²9.5%212,5665.0%ETFTVALT. Rowe Price Value ETF$8,568,953$1,155,078 â–²15.6%205,5894.9%ETFTGRTT. Rowe Price Growth ETF$6,744,339$1,719,712 â–²34.2%147,5143.9%ETFFTECFidelity MSCI Information Technology Index ETF$6,495,688$366,393 â–²6.0%22,7463.7%ETFBRK.BBerkshire Hathaway$5,364,933$10,508 â–²0.2%10,7223.1%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$5,187,319$276,539 â–²5.6%102,9443.0%ETFILCGiShares Morningstar Growth ETF$5,100,495$370,598 â–²7.8%43,5872.9%ETFGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$5,068,873$553,210 â–²12.3%55,5442.9%ETFIWRiShares Russell Mid-Cap ETF$4,394,396$106,018 â–²2.5%39,8332.5%ETFMSFTMicrosoft$4,354,074$92,878 â–²2.2%11,6732.5%Computer and TechnologyPSCPrincipal U.S. Small-Cap Multi-Factor ETF$2,701,862$60,937 â–²2.3%38,5301.6%ManufacturingSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,599,817$328,834 â–²14.5%45,0811.5%ETFBBINJPMorgan BetaBuilders International Equity ETF$2,256,443$33,887 â–¼-1.5%28,8991.3%ETFJGROJPMorgan Active Growth ETF$2,029,675$54,323 â–²2.8%20,5871.2%ETFAAPLApple$1,753,783$29,514 â–²1.7%6,0611.0%Computer and TechnologyVUGVanguard Growth ETF$1,670,608$1,407,793 â–²535.7%19,3941.0%ETFVGTVanguard Information Technology ETF$1,641,276$1,436,176 â–²700.2%13,7320.9%ETFIJRiShares Core S&P Small-Cap ETF$1,590,088$30,405 â–¼-1.9%10,7210.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,332,768$17,904 â–¼-1.3%19,7270.8%ETFQQQInvesco QQQ$1,163,589$89,110 â–²8.3%1,5800.7%FinanceFRELFidelity MSCI Real Estate Index ETF$1,045,561$126,692 â–²13.8%35,6850.6%ETFDFASDimensional U.S. Small Cap ETF$1,031,648$8,893 â–¼-0.9%12,5290.6%ETFDFUVDimensional US Marketwide Value ETF$1,012,481$1,265 â–²0.1%18,4050.6%ETFDFACDimensional U.S. Core Equity 2 ETF$995,629$35,355 â–²3.7%22,4440.6%ETFVIGVanguard Dividend Appreciation ETF$919,785$1,893 â–²0.2%3,8870.5%ETFVOOVVanguard S&P 500 Value ETF$914,444$4,822 â–¼-0.5%4,1720.5%ETFCOSTCostco Wholesale$876,716$40,233 â–²4.8%9370.5%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$832,368$27,527 â–¼-3.2%10,7950.5%ETFIYEiShares U.S. Energy ETF$812,053$133,211 â–²19.6%14,3500.5%ETFSMHVanEck Semiconductor ETF$801,491$110,189 â–²15.9%1,2220.5%ManufacturingVBKVanguard Small-Cap Growth ETF$782,040$15,721 â–¼-2.0%2,1390.4%ETFRSPGInvesco S&P 500 Equal Weight Energy ETF$750,535$155,945 â–¼-17.2%7,6620.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$723,783$5,821 â–²0.8%19,6470.4%ETFXLKTechnology Select Sector SPDR Fund$647,7680.0%3,4000.4%ETFXSMOInvesco S&P SmallCap Momentum ETF$591,480$218,259 â–²58.5%6,3170.3%ETFVOOVanguard S&P 500 ETF$520,948$1,373 â–²0.3%7590.3%ETFISCViShares Morningstar Small-Cap Value ETF$510,139$5,795 â–¼-1.1%6,5140.3%ETFCOWZPacer US Cash Cows 100 ETF$412,919$21,769 â–¼-5.0%6,6390.2%ETFDGROiShares Core Dividend Growth ETF$395,790$1,743 â–²0.4%5,2220.2%ETFVYMVanguard High Dividend Yield ETF$385,580$632 â–²0.2%2,4400.2%Financial ServicesIEFAiShares Core MSCI EAFE ETF$375,473$14,293 â–²4.0%3,8880.2%ETFSPYSPDR S&P 500 ETF Trust$359,4600.0%4810.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$349,165$132,421 â–²61.1%3,5280.2%FinanceJPMJPMorgan Chase & Co.$341,256$41,226 â–²13.7%1,0430.2%FinanceNVDANVIDIA$331,339$32,814 â–²11.0%1,6560.2%Computer and TechnologySPACE EXPLORATION TECHN CORP$325,319$325,319 â–²New Holding1,9040.2%CLASS A COM STKQUALiShares MSCI USA Quality Factor ETF$319,996$6,584 â–²2.1%1,4580.2%ETFXLEEnergy Select Sector SPDR Fund$315,967$48,811 â–¼-13.4%5,9490.2%ETFVOVanguard Mid-Cap ETF$305,785$230,286 â–²305.0%3,7950.2%ETFVONEVanguard Russell 1000 ETF$297,621$1,016 â–²0.3%8790.2%ETFNULGNuveen ESG Large-Cap Growth ETF$290,778$5,970 â–²2.1%2,4840.2%ETFGOLDMAN SACHS ETF TR$266,655$6,853 â–¼-2.5%3,8520.2%SMAL CAP EQU ETFAMZNAmazon.com$263,842$15,492 â–²6.2%1,1070.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$246,251$184,781 â–²300.6%1,9830.1%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$240,735$1,646 â–²0.7%8,1880.1%ETFDFSVDimensional US Small Cap Value ETF$236,109$737 â–²0.3%6,0870.1%ETFVLUEiShares MSCI USA Value Factor ETF$234,833$234,833 â–²New Holding1,1750.1%ETFCOLUMBIA ETF TR I$231,664$4,309 â–¼-1.8%4,5160.1%US EQUI INCO ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$228,222$4,003 â–¼-1.7%8,4370.1%ManufacturingJNJJohnson & Johnson$216,065$5,840 â–²2.8%8510.1%MedicalVOTVanguard Mid-Cap Growth ETF$205,834$205,834 â–²New Holding6720.1%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$0$234,000 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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