Notify me when NORTHWEST WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| 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 |