Wealth Advisors Northwest LLC
CIK: 0002053892SEC EDGAR →
Portfolio Value
$225.5B
Holdings
56
As of
Q4 2025
New Positions
2
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,372,781 | $54.3B | 24.10% |
| 2 | DIMENSIONAL ETF TRUST | 518,990 | $17.9B | 7.93% |
| 3 | DIMENSIONAL ETF TRUST | 524,670 | $17.3B | 7.65% |
| 4 | DIMENSIONAL ETF TRUST | 294,929 | $15.9B | 7.07% |
| 5 | DIMENSIONAL ETF TRUST | 393,948 | $15.0B | 6.64% |
| 6 | DIMENSIONAL ETF TRUST | 224,460 | $12.2B | 5.40% |
| 7 | AMAZON COM INC | 45,941 | $10.6B | 4.70% |
| 8 | DIMENSIONAL ETF TRUST | 240,491 | $8.0B | 3.53% |
| 9 | DIMENSIONAL ETF TRUST | 161,015 | $7.5B | 3.34% |
| 10 | DIMENSIONAL ETF TRUST | 179,257 | $6.8B | 3.02% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $203.5B | 90.2% |
| Consumer Cyclical | 2 | $13.0B | 5.7% |
| Technology | 4 | $4.6B | 2.0% |
| Communication Services | 4 | $2.4B | 1.0% |
| Unknown | 2 | $660.0M | 0.3% |
| Energy | 1 | $531.0M | 0.2% |
| Healthcare | 2 | $468.0M | 0.2% |
| Consumer Defensive | 1 | $456.0M | 0.2% |