Notify me when Northwest Wealth Management, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 219 | $607M | +$27.9M | -$12M | +$15.9M | DFAC, VGIT, ITOT, VTI, AVDV | 13F-HR | 10/14/2025, 10:07 AM |
| Q2 2025 | 205 | $553M | +$22.5M | -$8.64M | +$13.9M | VGIT, DFAC, ITOT, VTI, VTIP | 13F-HR | 7/17/2025, 03:52 PM |
| Q1 2025 | 187 | $502M | +$42.7M | -$6.47M | +$36.3M | VGIT, DFAC, ITOT, VTIP, VTI | 13F-HR | 4/25/2025, 11:44 AM |
| Q4 2024 | 167 | $472M | +$66M | -$17M | +$49M | DFAC, ITOT, VGIT, VTI, VTIP | 13F-HR | 2/10/2025, 11:26 AM |
| Q3 2024 | 166 | $429M | +$30.6M | -$11.1M | +$19.6M | DFAC, ITOT, VGIT, VTI, VGSH | 13F-HR | 11/4/2024, 03:49 PM |
| Q2 2024 | 168 | $386M | +$31.6M | -$10.5M | +$21.2M | DFAC, ITOT, VTI, VGIT, VGSH | 13F-HR | 8/5/2024, 05:15 PM |
| Q1 2024 | 171 | $365M | +$27.8M | -$12.8M | +$14.9M | DFAC, VTI, ITOT, VGIT, VGSH | 13F-HR | 5/13/2024, 07:01 PM |
| Q4 2023 | 161 | $332M | +$40.1M | -$9.49M | +$30.6M | DFAC, VTI, ITOT, VGSH, VTIP | 13F-HR | 2/14/2024, 12:31 PM |
| Q3 2023 | 149 | $278M | +$14.5M | -$5.15M | +$9.32M | DFAC, VTI, VGSH, ITOT, VTIP | 13F-HR | 11/1/2023, 11:05 AM |
| Q2 2023 | 150 | $276M | +$12M | -$8.41M | +$3.6M | DFAC, VTI, ITOT, VGSH, VTIP | 13F-HR | 8/7/2023, 01:08 PM |
| Q1 2023 | 155 | $262M | +$24.1M | -$6.47M | +$17.6M | DFAC, VTI, ITOT, VTIP, VGSH | 13F-HR | 5/10/2023, 10:55 AM |
| Q4 2022 | 140 | $234M | +$23M | -$31.4M | -$8.43M | DFAC, VTI, ITOT, SLYV, DFAT | 13F-HR | 2/7/2023, 01:29 PM |
| Q3 2022 | 137 | $226M | +$15.3M | -$5.66M | +$9.63M | DFAC, VTI, SLYV, ITOT, DFAT | 13F-HR | 10/27/2022, 04:28 PM |
| Q2 2022 | 145 | $231M | +$68.2M | -$12.6M | +$55.6M | DFAC, VTI, SLYV, AAPL, DFAT | 13F-HR | 7/25/2022, 05:45 PM |
| Q1 2022 | 133 | $204M | +$31.1M | -$37.7M | -$6.59M | VTI, SLYV, IWN, AAPL, AOA | 13F-HR | 4/29/2022, 04:11 PM |
| Q4 2021 | 124 | $215M | +$16.3M | -$1.78M | +$14.6M | DFAC, VTI, SLYV, IWN, AAPL | 13F-HR | 1/21/2022, 06:40 PM |
| Q3 2021 | 115 | $191M | +$13.7M | -$9.21M | +$4.49M | DFAC, VTI, SLYV, IWN, USB | 13F-HR | 10/20/2021, 10:54 AM |
| Q2 2021 | 128 | $189M | +$30.6M | -$8.57M | +$22.1M | DFAC, VTI, SLYV, IWN, USB | 13F-HR | 8/2/2021, 10:24 AM |
| Q1 2021 | 109 | $159M | +$7.77M | -$3.34M | +$4.42M | VTI, SLYV, IWN, VEA, USB | 13F-HR | 5/10/2021, 03:04 PM |
| Q4 2020 | 104 | $145M | +$13.1M | -$5.2M | +$7.94M | VTI, SLYV, VEA, IWN, AAPL | 13F-HR | 1/28/2021, 03:55 PM |
| Q3 2020 | 97 | $121M | +$9.95M | -$6.42M | +$3.53M | VTI, SLYV, VEA, AAPL, AOA | 13F-HR | 10/16/2020, 07:17 PM |
| Q2 2020 | 95 | $115M | +$5.04M | -$4.05M | +$999K | VTI, SLYV, VEA, USB, AOA | 13F-HR | 7/13/2020, 11:41 AM |
| Q1 2020 | 90 | $98.8M | +$25.5M | -$14.5M | +$11M | VTI, VEA, SLYV, USB, BSV | 13F-HR | 4/28/2020, 06:31 PM |
| Q4 2019 | 98 | $109M | +$4.49M | -$23.4M | -$18.9M | USB, VTI, VBR, VEA, AOA | 13F-HR | 1/14/2020, 10:25 AM |
| Q3 2019 | 116 | $122M | +$6.25M | -$7.26M | -$1.02M | VBR, VTI, USB, VEA, BSV | 13F-HR | 10/28/2019, 10:42 AM |
| Q2 2019 | 115 | $124M | +$5.96M | -$16.8M | -$10.8M | VBR, VTI, VEA, USB, BSV | 13F-HR | 7/22/2019, 05:35 PM |
| Q1 2019 | 519 | $133M | +$7.3M | -$4.51M | +$2.8M | VBR, VTI, VEA, USB, OXY | 13F-HR | 4/12/2019, 03:49 PM |
| Q4 2018 | 508 | $118M | +$9.89M | -$9.02M | +$864K | VBR, VTI, VEA, USB, OXY | 13F-HR | 1/23/2019, 06:05 PM |
| Q3 2018 | 516 | $134M | +$5.27M | -$9.15M | -$3.88M | VBR, VTI, VEA, USB, OXY | 13F-HR | 10/11/2018, 10:29 AM |
| Q2 2018 | 510 | $133M | +$4.95M | -$9.11M | -$4.16M | VBR, VEA, VTI, USB, OXY | 13F-HR | 7/10/2018, 11:21 AM |
| Q1 2018 | 526 | $135M | +$27.6M | -$12.7M | +$14.9M | VBR, VEA, VTI, USB, FYT | 13F-HR | 4/13/2018, 10:44 AM |
| Q4 2017 | 91 | $123M | +$51.8M | -$2.64M | +$49.2M | VBR, IVV, VEA, VTI, USB | 13F-HR | 1/31/2018, 09:32 AM |
| Q3 2017 | 64 | $71.5M | +$2.88M | -$43.8M | -$40.9M | VBR, VTI, VEA, BSV, VWO | 13F-HR | 10/30/2017, 10:25 AM |
| Q2 2017 | 95 | $110M | +$3.09M | -$1.76M | +$1.33M | VBR, IVV, USB, VTI, BSV | 13F-HR | 7/24/2017, 11:29 AM |
| Q1 2017 | 93 | $108M | +$7.76M | -$1.73M | +$6.03M | VBR, IVV, USB, VTI, BSV | 13F-HR | 5/2/2017, 01:07 PM |
| Q4 2016 | 89 | $98.1M | $0 | $0 | VBR, IVV, USB, VTI, OXY | Restatement | 2/10/2017, 12:38 PM |