Wealth Advisors Northwest LLC Top Holdings and 13F Report (2025) About Wealth Advisors Northwest LLCInvestment ActivityWealth Advisors Northwest LLC has $206.80 million in total holdings as of September 30, 2025.Wealth Advisors Northwest LLC owns shares of 62 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.53% of the portfolio was purchased this quarter.About 2.01% of the portfolio was sold this quarter.This quarter, Wealth Advisors Northwest LLC has purchased 61 new stocks and bought additional shares in 22 stocks.Wealth Advisors Northwest LLC sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $49,173,174Dimensional US Small Cap Value ETF $15,991,462Dimensional International Core Equity 2 ETF $15,798,013Dimensional US High Profitability ETF $13,167,244DIMENSIONAL ETF TRUST $12,927,706 Largest New Holdings this Quarter 02079K107 - Alphabet $261,072 Holding68389X105 - Oracle $221,295 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 25,521 shares (about $1.84M)DIMENSIONAL ETF TRUST 32,416 shares (about $1.80M)DIMENSIONAL ETF TRUST 30,654 shares (about $1.70M)Dimensional International Core Equity 2 ETF 29,027 shares (about $951.79K)Dimensional Core Fixed Income ETF 17,485 shares (about $747.66K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 32,360 shares (about $1.25M)Dimensional US Marketwide Value ETF 8,570 shares (about $382.99K)Dimensional US Sustainability Core 1 ETF 7,824 shares (about $332.31K)Dimensional US Small Cap Value ETF 10,345 shares (about $329.39K)SPDR Portfolio S&P 500 Growth ETF 2,441 shares (about $255.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Advisors Northwest LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$49,173,174$1,248,125 ▼-2.5%1,274,90723.8%ETFDFSVDimensional US Small Cap Value ETF$15,991,462$329,385 ▼-2.0%502,2447.7%ETFDFICDimensional International Core Equity 2 ETF$15,798,013$951,795 ▲6.4%481,7947.6%ETFDUHPDimensional US High Profitability ETF$13,167,244$11,331 ▼-0.1%348,6166.4%ETFDIMENSIONAL ETF TRUST$12,927,706$1,801,359 ▲16.2%232,6386.3%GLOBAL CORE PLUSDIMENSIONAL ETF TRUST$10,803,878$1,699,764 ▲18.7%194,8405.2%GLOBAL CR ETFAMZNAmazon.com$9,916,001$177,193 ▲1.8%45,1614.8%Retail/WholesaleDFAUDimensional US Core Equity Market ETF$7,922,545$196,584 ▲2.5%173,1333.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,932,675$193,543 ▲2.9%216,1733.4%ETFDISVDimensional International Small Cap Value ETF$6,108,452$228,202 ▼-3.6%171,1533.0%ETFDIHPDimensional International High Profitability ETF$4,796,502$66,960 ▼-1.4%157,8062.3%ETFDFCFDimensional Core Fixed Income ETF$3,707,318$747,655 ▲25.3%86,7011.8%ETFDFUVDimensional US Marketwide Value ETF$3,219,959$382,993 ▼-10.6%72,0511.6%ETFDIMENSIONAL ETF TRUST$2,801,991$1,835,981 ▲190.1%38,9491.4%US CORE EQUITY 1DFEVDimensional Emerging Markets Value ETF$2,647,822$64,258 ▼-2.4%83,0301.3%ETFDEHPDimensional Emerging Markets High Profitability ETF$2,609,840$45,415 ▼-1.7%85,4521.3%ETFTSLATesla$2,333,4460.0%5,2471.1%Auto/Tires/TrucksSPYGSPDR Portfolio S&P 500 Growth ETF$2,298,514$255,112 ▼-10.0%21,9931.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,250,502$86,647 ▼-3.7%40,6741.1%ETFDFGRDimensional Global Real Estate ETF$2,186,291$380,181 ▲21.0%80,0551.1%ETFAAPLApple$2,047,069$102,112 ▼-4.8%8,0391.0%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$1,999,188$54,193 ▼-2.6%63,7091.0%ETFDFAIDimensional International Core Equity Market ETF$1,921,032$13,268 ▲0.7%52,8480.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,886,060$155,846 ▲9.0%39,1380.9%ETFNFLXNetflix$1,718,0520.0%1,4330.8%Consumer DiscretionaryDIMENSIONAL ETF TRUST$1,619,286$548,989 ▲51.3%30,0090.8%GLOBAL EX US CORMSFTMicrosoft$1,607,764$24,344 ▲1.5%3,1040.8%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$1,348,632$332,306 ▼-19.8%31,7530.7%ETFDFAEDimensional Emerging Core Equity Market ETF$1,261,881$3,216 ▲0.3%40,0220.6%ETFDFASDimensional U.S. Small Cap ETF$1,126,167$181,830 ▼-13.9%16,4500.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,004,027$2,097 ▼-0.2%23,4640.5%ETFVTIVanguard Total Stock Market ETF$848,3190.0%2,5850.4%ETFDFSBDimensional Global Sustainability Fixed Income ETF$683,987$118,739 ▲21.0%12,8400.3%ETFJPMJPMorgan Chase & Co.$648,940$1,577 ▲0.2%2,0570.3%FinanceVGTVanguard Information Technology ETF$600,2990.0%8040.3%ETFHPEHewlett Packard Enterprise$545,5020.0%22,2110.3%Computer and TechnologyCOSTCostco Wholesale$517,922$4,624 ▲0.9%5600.3%Retail/WholesaleXOMExxon Mobil$498,130$2,255 ▲0.5%4,4180.2%EnergyDFSIDimensional International Sustainability Core 1 ETF$450,533$101,270 ▼-18.4%11,0020.2%ETFHPQHP$440,2820.0%16,1690.2%Computer and TechnologySLYVSPDR S&P 600 Small Cap Value ETF$438,482$4,167 ▼-0.9%4,9460.2%ETFDFUSDimensional U.S. Equity ETF$396,7540.0%5,4770.2%ETFVVisa$381,671$6,145 ▼-1.6%1,1180.2%Business ServicesGOOGLAlphabet$364,780$6,805 ▲1.9%1,5010.2%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$359,431$9,997 ▼-2.7%3,8110.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$345,678$4,213 ▼-1.2%7,3850.2%ETFDFARDimensional US Real Estate ETF$343,314$243,384 ▼-41.5%14,3950.2%ETFDFATDimensional U.S. Targeted Value ETF$342,973$47,150 ▼-12.1%5,8920.2%ETFVUGVanguard Growth ETF$313,3800.0%6530.2%ETFBRK.BBerkshire Hathaway$284,551$3,016 ▲1.1%5660.1%FinanceVDCVanguard Consumer Staples ETF$276,191$3,848 ▼-1.4%1,2920.1%ETFAVGOBroadcom$266,237$5,279 ▲2.0%8070.1%Computer and TechnologyGOOGAlphabet$261,072$261,072 ▲New Holding1,0720.1%Computer and TechnologyMETAMeta Platforms$259,971$3,672 ▲1.4%3540.1%Computer and TechnologySCHFSchwab International Equity ETF$254,2230.0%10,9200.1%ETFHDHome Depot$235,333$29,569 ▼-11.2%5810.1%Retail/WholesaleWMTWalmart$231,928$19,070 ▼-7.6%2,2500.1%Retail/WholesaleDFSEDimensional Emerging Markets Sustainability Core 1 ETF$225,050$47,418 ▼-17.4%5,4770.1%ETFORCLOracle$221,295$221,295 ▲New Holding7870.1%Computer and TechnologyAMGNAmgen$217,081$18,067 ▼-7.7%7690.1%MedicalSBUXStarbucks$210,1460.0%2,4840.1%Retail/WholesaleSYKStryker$202,2090.0%5470.1%MedicalLLYEli Lilly and Company$0$239,316 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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