Wealth Advisors Northwest LLC Top Holdings and 13F Report (2026) About Wealth Advisors Northwest LLCInvestment ActivityWealth Advisors Northwest LLC has $238.43 million in total holdings as of March 31, 2026.Wealth Advisors Northwest LLC owns shares of 57 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.68% of the portfolio was purchased this quarter.About 0.81% of the portfolio was sold this quarter.This quarter, Wealth Advisors Northwest LLC has purchased 56 new stocks and bought additional shares in 27 stocks.Wealth Advisors Northwest LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $58,563,031Dimensional US Small Cap Value ETF $19,283,152Dimensional International Core Equity 2 ETF $19,199,298DIMENSIONAL ETF TRUST $17,848,580Dimensional US High Profitability ETF $15,537,869 Largest New Holdings this Quarter 33739N108 - First Trust Managed Municipal ETF $274,982 Holding78464A474 - SPDR Portfolio Short Term Corporate Bond ETF $218,557 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 134,245 shares (about $5.22M)DIMENSIONAL ETF TRUST 56,429 shares (about $3.05M)DIMENSIONAL ETF TRUST 35,661 shares (about $1.93M)Dimensional US High Profitability ETF 28,736 shares (about $1.06M)Dimensional US Small Cap Value ETF 25,648 shares (about $898.71K) Largest Sales this Quarter Dimensional US Core Equity Market ETF 12,256 shares (about $552.99K)Amazon.com 2,380 shares (about $495.68K)Dimensional International Small Cap Value ETF 4,183 shares (about $164.98K)Dimensional Emerging Core Equity Market ETF 3,075 shares (about $104.12K)Dimensional Emerging Markets High Profitability ETF 2,512 shares (about $84.88K) 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$58,563,031$5,216,761 ▲9.8%1,507,02624.6%ETFDFSVDimensional US Small Cap Value ETF$19,283,152$898,706 ▲4.9%550,3188.1%ETFDFICDimensional International Core Equity 2 ETF$19,199,298$759,595 ▲4.1%540,3698.1%ETFDIMENSIONAL ETF TRUST$17,848,580$1,925,340 ▲12.1%330,5907.5%GLOBAL CORE PLUSDUHPDimensional US High Profitability ETF$15,537,869$1,056,336 ▲7.3%422,6846.5%ETFDIMENSIONAL ETF TRUST$15,205,868$3,054,772 ▲25.1%280,8896.4%GLOBAL CR ETFAMZNAmazon.com$9,072,449$495,683 ▼-5.2%43,5613.8%Retail/WholesaleDFEMDimensional Emerging Markets Core Equity 2 ETF$8,719,765$410,800 ▲4.9%252,3813.7%ETFDISVDimensional International Small Cap Value ETF$6,904,914$164,977 ▼-2.3%175,0742.9%ETFDFAUDimensional US Core Equity Market ETF$6,711,984$552,989 ▼-7.6%148,7592.8%ETFDIHPDimensional International High Profitability ETF$5,725,699$202,664 ▲3.7%177,7062.4%ETFDFCFDimensional Core Fixed Income ETF$4,203,302$373,901 ▲9.8%99,5571.8%ETFDIMENSIONAL ETF TRUST$4,029,901$326,232 ▲8.8%55,9091.7%US CORE EQUITY 1DFUVDimensional US Marketwide Value ETF$3,434,808$19,093 ▼-0.6%70,8791.4%ETFDFEVDimensional Emerging Markets Value ETF$3,300,662$51,988 ▲1.6%92,2491.4%ETFDEHPDimensional Emerging Markets High Profitability ETF$3,041,233$84,880 ▼-2.7%90,0041.3%ETFDFGRDimensional Global Real Estate ETF$2,929,285$232,310 ▲8.6%110,2061.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,235,536$64,332 ▲3.0%39,5110.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,169,086$1,359 ▲0.1%63,8530.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,041,682$9,497 ▼-0.5%20,8530.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,026,937$57,216 ▲2.9%42,3340.9%ETFDIMENSIONAL ETF TRUST$1,972,480$391,695 ▲24.8%37,6070.8%DIMENSIONAL INTETSLATesla$1,950,5720.0%5,2470.8%Auto/Tires/TrucksDFAIDimensional International Core Equity Market ETF$1,896,136$59,725 ▼-3.1%48,6690.8%ETFAAPLApple$1,863,166$12,183 ▼-0.6%7,3410.8%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$1,667,378$119,366 ▲7.7%40,5790.7%ETFNFLXNetflix$1,386,4830.0%14,4200.6%Consumer DiscretionaryDFASDimensional U.S. Small Cap ETF$1,165,080$5,121 ▼-0.4%16,3800.5%ETFDFAEDimensional Emerging Core Equity Market ETF$1,155,267$104,119 ▼-8.3%34,1190.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,014,812$28,029 ▼-2.7%22,2300.4%ETFMSFTMicrosoft$978,908$66,273 ▼-6.3%2,6440.4%Computer and TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$907,483$59,661 ▲7.0%17,5380.4%ETFVTIVanguard Total Stock Market ETF$865,866$54,217 ▲6.7%2,6990.4%ETFXOMExxonMobil$746,165$3,393 ▼-0.5%4,3980.3%EnergyAVGOBroadcom$658,947$72,735 ▲12.4%2,1290.3%Computer and TechnologyJPMJPMorgan Chase & Co.$608,728$1,765 ▲0.3%2,0690.3%FinanceDFSIDimensional International Sustainability Core 1 ETF$604,841$76,660 ▲14.5%14,2650.3%ETFVGTVanguard Information Technology ETF$535,858$698 ▼-0.1%7680.2%ETFHPEHewlett Packard Enterprise$528,8440.0%22,2110.2%Computer and TechnologyCOSTCostco Wholesale$516,684$9,955 ▼-1.9%5190.2%Retail/WholesaleSLYVSPDR S&P 600 Small Cap Value ETF$402,193$29,890 ▼-6.9%4,2520.2%ETFDFUSDimensional U.S. Equity ETF$390,133$922 ▲0.2%5,5020.2%ETFDFATDimensional U.S. Targeted Value ETF$369,271$749 ▲0.2%5,9130.2%ETFGOOGAlphabet$368,352$3,443 ▼-0.9%1,2840.2%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$345,602$14,879 ▲4.5%3,5770.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$323,108$16,324 ▼-4.8%6,8880.1%ETFGOOGLAlphabet$320,240$7,762 ▼-2.4%1,1140.1%Computer and TechnologyVVisa$320,100$4,232 ▼-1.3%1,0590.1%Business ServicesHPQHP$310,069$519 ▼-0.2%16,1410.1%Computer and TechnologyBRK.BBerkshire Hathaway$282,728$3,834 ▼-1.3%5900.1%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$281,114$16,524 ▲6.2%6,6350.1%ETFDFARDimensional US Real Estate ETF$279,718$2,412 ▲0.9%11,8270.1%ETFVDCVanguard Consumer Staples ETF$275,4030.0%1,2260.1%ETFFMBFirst Trust Managed Municipal ETF$274,982$274,982 ▲New Holding5,4280.1%ManufacturingAMGNAmgen$256,851$1,056 ▼-0.4%7300.1%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$218,557$218,557 ▲New Holding7,2680.1%ETFMETAMeta Platforms$205,395$12,587 ▼-5.8%3590.1%Computer and TechnologyLLYEli Lilly and Company$0$229,982 ▼-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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