13F Filings History of NORTHWEST WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$635,522,427
Signature - Title
Eric Van Der Heide - CHIEF COMPLIANCE OFFICER
Location
Spencer, IA
Summary
This page shows a list of all the recent 13F filings made by NORTHWEST WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NORTHWEST WEALTH MANAGEMENT, LLC reported 246 stock holdings with total value $635,522,427 as of Q4 2025. Top holdings included VGIT, ITOT, DFAC, VTI, and VTIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 246 $635,522,427 +$44,650,943 -$28,630,196 +$16,020,747 VGIT, ITOT, DFAC, VTI, VTIP 13F-HR 14 Jan 2026, 15:06
Q3 2025 219 $606,747,605 +$27,890,761 -$12,029,323 +$15,861,438 DFAC, VGIT, ITOT, VTI, AVDV 13F-HR 14 Oct 2025, 10:07
Q2 2025 205 $553,311,451 +$22,500,408 -$8,641,765 +$13,858,643 VGIT, DFAC, ITOT, VTI, VTIP 13F-HR 17 Jul 2025, 15:52
Q1 2025 187 $502,164,289 +$42,741,982 -$6,467,077 +$36,274,905 VGIT, DFAC, ITOT, VTIP, VTI 13F-HR 25 Apr 2025, 11:44
Q4 2024 167 $471,888,408 +$65,983,350 -$16,962,736 +$49,020,614 DFAC, ITOT, VGIT, VTI, VTIP 13F-HR 10 Feb 2025, 11:26
Q3 2024 166 $428,766,520 +$30,642,371 -$11,068,807 +$19,573,564 DFAC, ITOT, VGIT, VTI, VGSH 13F-HR 04 Nov 2024, 15:49
Q2 2024 168 $386,279,430 +$31,619,454 -$10,452,217 +$21,167,237 DFAC, ITOT, VTI, VGIT, VGSH 13F-HR 05 Aug 2024, 17:15
Q1 2024 171 $364,908,595 +$27,751,917 -$12,812,981 +$14,938,936 DFAC, VTI, ITOT, VGIT, VGSH 13F-HR 13 May 2024, 19:01
Q4 2023 161 $332,096,022 +$40,052,091 -$9,493,676 +$30,558,415 DFAC, VTI, ITOT, VGSH, VTIP 13F-HR 14 Feb 2024, 12:31
Q3 2023 149 $277,764,374 +$14,469,803 -$5,152,125 +$9,317,678 DFAC, VTI, VGSH, ITOT, VTIP 13F-HR 01 Nov 2023, 11:05
Q2 2023 150 $275,803,504 +$12,007,207 -$8,408,970 +$3,598,237 DFAC, VTI, ITOT, VGSH, VTIP 13F-HR 07 Aug 2023, 13:08
Q1 2023 155 $261,898,788 +$24,106,157 -$6,472,452 +$17,633,705 DFAC, VTI, ITOT, VTIP, VGSH 13F-HR 10 May 2023, 10:55
Q4 2022 140 $233,643,811 +$23,002,373 -$31,428,572 -$8,426,199 DFAC, VTI, ITOT, SLYV, DFAT 13F-HR 07 Feb 2023, 13:29
Q3 2022 137 $226,336,000 +$15,295,362 -$5,662,233 +$9,633,129 DFAC, VTI, SLYV, ITOT, DFAT 13F-HR 27 Oct 2022, 16:28
Q2 2022 145 $230,619,000 +$68,198,804 -$12,629,857 +$55,568,947 DFAC, VTI, SLYV, AAPL, DFAT 13F-HR 25 Jul 2022, 17:45
Q1 2022 133 $204,115,000 +$31,077,022 -$37,669,224 -$6,592,202 VTI, SLYV, IWN, AAPL, AOA 13F-HR 29 Apr 2022, 16:11
Q4 2021 124 $215,069,000 +$16,334,288 -$1,780,708 +$14,553,580 DFAC, VTI, SLYV, IWN, AAPL 13F-HR 21 Jan 2022, 18:40
Q3 2021 115 $191,163,000 +$13,705,671 -$9,211,911 +$4,493,760 DFAC, VTI, SLYV, IWN, USB 13F-HR 20 Oct 2021, 10:54
Q2 2021 128 $188,929,000 +$30,640,071 -$8,574,740 +$22,065,331 DFAC, VTI, SLYV, IWN, USB 13F-HR 02 Aug 2021, 10:24
Q1 2021 109 $159,454,000 +$7,765,093 -$3,342,900 +$4,422,193 VTI, SLYV, IWN, VEA, USB 13F-HR 10 May 2021, 15:04
Q4 2020 104 $144,883,000 +$13,142,946 -$5,203,630 +$7,939,316 VTI, SLYV, VEA, IWN, AAPL 13F-HR 28 Jan 2021, 15:55
Q3 2020 97 $120,540,000 +$9,950,349 -$6,418,178 +$3,532,171 VTI, SLYV, VEA, AAPL, AOA 13F-HR 16 Oct 2020, 19:17
Q2 2020 95 $114,619,000 +$5,044,485 -$4,045,681 +$998,804 VTI, SLYV, VEA, USB, AOA 13F-HR 13 Jul 2020, 11:41
Q1 2020 90 $98,810,000 +$25,496,497 -$14,492,106 +$11,004,391 VTI, VEA, SLYV, USB, BSV 13F-HR 28 Apr 2020, 18:31
Q4 2019 98 $109,114,000 +$4,491,924 -$23,378,813 -$18,886,889 USB, VTI, VBR, VEA, AOA 13F-HR 14 Jan 2020, 10:25
Q3 2019 116 $121,817,000 +$6,245,028 -$7,261,901 -$1,016,873 VBR, VTI, USB, VEA, BSV 13F-HR 28 Oct 2019, 10:42
Q2 2019 115 $123,955,000 +$5,961,810 -$16,768,687 -$10,806,877 VBR, VTI, VEA, USB, BSV 13F-HR 22 Jul 2019, 17:35
Q1 2019 519 $132,655,000 +$7,304,847 -$4,507,238 +$2,797,609 VBR, VTI, VEA, USB, OXY 13F-HR 12 Apr 2019, 15:49
Q4 2018 508 $118,107,000 +$9,886,790 -$9,023,068 +$863,722 VBR, VTI, VEA, USB, OXY 13F-HR 23 Jan 2019, 18:05
Q3 2018 516 $133,583,000 +$5,266,282 -$9,145,188 -$3,878,906 VBR, VTI, VEA, USB, OXY 13F-HR 11 Oct 2018, 10:29
Q2 2018 510 $133,028,000 +$4,946,039 -$9,109,688 -$4,163,649 VBR, VEA, VTI, USB, OXY 13F-HR 10 Jul 2018, 11:21
Q1 2018 526 $134,593,000 +$27,583,971 -$12,708,996 +$14,874,975 VBR, VEA, VTI, USB, FYT 13F-HR 13 Apr 2018, 10:44
Q4 2017 91 $122,762,000 +$51,834,422 -$2,637,061 +$49,197,361 VBR, IVV, VEA, VTI, USB 13F-HR 31 Jan 2018, 09:32
Q3 2017 64 $71,482,000 +$2,879,268 -$43,788,477 -$40,909,209 VBR, VTI, VEA, BSV, VWO 13F-HR 30 Oct 2017, 10:25
Q2 2017 95 $109,522,000 +$3,089,927 -$1,755,985 +$1,333,942 VBR, IVV, USB, VTI, BSV 13F-HR 24 Jul 2017, 11:29
Q1 2017 93 $108,047,000 +$7,764,508 -$1,732,715 +$6,031,793 VBR, IVV, USB, VTI, BSV 13F-HR 02 May 2017, 13:07
Q4 2016 89 $98,134,000 $0 $0 $0 VBR, IVV, USB, VTI, OXY Restatement 10 Feb 2017, 12:38