NORTHWEST WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$429M
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 166 stock holdings with total value $429M as of Q3 2024. Top holdings included DFAC, ITOT, VGIT, VTI, and VGSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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