13F Filings History of Northwest Quadrant Wealth Management, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$483,501,641
Signature - Title
Tyler Simones - CCO
Location
Bend, OR
Summary
This page shows a list of all the recent 13F filings made by Northwest Quadrant Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northwest Quadrant Wealth Management, LLC reported 71 stock holdings with total value $483,501,641 as of Q4 2025. Top holdings included SCHX, IEFA, TFLO, VO, and SCHD.

Notify me when Northwest Quadrant Wealth Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $483,501,641 +$7,902,874 -$4,679,882 +$3,222,992 SCHX, IEFA, TFLO, VO, SCHD 13F-HR 22 Jan 2026, 17:52
Q3 2025 74 $473,480,489 +$30,135,675 -$28,915,945 +$1,219,730 SCHX, TFLO, IEFA, VO, SCHD 13F-HR 10 Nov 2025, 21:40
Q2 2025 70 $448,542,951 +$4,131,549 -$2,954,845 +$1,176,704 SCHX, VO, TFLO, IJR, IEFA 13F-HR 29 Jul 2025, 15:28
Q1 2025 65 $426,080,321 +$20,043,519 -$24,817,382 -$4,773,863 SCHX, VO, TFLO, IJR, SCHD 13F-HR 09 May 2025, 18:02
Q4 2024 75 $439,673,696 +$104,495,473 -$2,401,817 +$102,093,656 SCHX, VO, IJR, TFLO, IEFA 13F-HR 13 Feb 2025, 20:08
Q3 2024 65 $433,835,882 +$3,689,056 -$2,242,754 +$1,446,302 SCHX, VO, IJR, IEFA, TFLO 13F-HR 04 Oct 2024, 16:34
Q2 2024 62 $406,283,041 +$4,479,535 -$3,871,800 +$607,735 SCHX, VO, IJR, IEFA, TFLO 13F-HR 12 Jul 2024, 14:11
Q1 2024 64 $408,437,868 +$12,445,977 -$11,357,812 +$1,088,165 SCHX, VO, IJR, IEFA, TFLO 13F-HR 12 Apr 2024, 14:13
Q4 2023 61 $386,540,013 +$3,748,910 -$4,867,441 -$1,118,531 SCHX, VO, IJR, TFLO, SHV 13F-HR 09 Jan 2024, 17:52
Q3 2023 60 $356,301,901 +$29,229,045 -$23,206,962 +$6,022,083 SCHX, VO, IJR, TFLO, SHV 13F-HR 10 Oct 2023, 21:12
Q2 2023 55 $361,888,015 +$4,055,551 -$2,415,173 +$1,640,378 SCHX, VO, IJR, TFLO, SHV 13F-HR 03 Aug 2023, 11:26
Q1 2023 54 $347,237,932 +$9,674,334 -$1,116,659 +$8,557,675 SCHX, VO, IJR, SHV, TFLO 13F-HR 10 Apr 2023, 21:57
Q4 2022 58 $328,090,306 +$40,055,936 -$38,644,184 +$1,411,752 SCHX, VO, IJR, SHV, TFLO 13F-HR 30 Jan 2023, 20:16
Q3 2022 54 $304,883,000 +$4,406,682 -$3,097,652 +$1,309,030 SCHX, VO, IJR, VTIP, IEFA 13F-HR 11 Oct 2022, 20:02
Q2 2022 59 $322,722,000 +$7,590,797 -$2,950,910 +$4,639,887 SCHX, VO, IJR, VTIP, IEFA 13F-HR 03 Aug 2022, 18:02
Q1 2022 66 $364,837,000 +$95,645,734 -$46,641,564 +$49,004,170 SCHX, VO, IJR, IEFA, VTIP 13F-HR 08 Apr 2022, 17:14
Q4 2021 65 $372,308,000 +$32,592,742 -$24,542,367 +$8,050,375 SCHX, VO, VGSH, IJR, IEFA 13F-HR 25 Jan 2022, 18:52
Q3 2021 64 $348,957,000 +$4,749,682 -$2,048,697 +$2,700,985 SCHX, VO, IJR, VGSH, IEFA 13F-HR 12 Oct 2021, 21:54
Q2 2021 65 $347,233,000 +$7,772,873 -$802,956 +$6,969,917 SCHX, VO, IJR, VGSH, IEFA 13F-HR 19 Jul 2021, 19:27
Q1 2021 63 $323,645,000 +$19,121,883 -$11,040,504 +$8,081,379 SCHX, VGSH, IJR, VO, IEFA 13F-HR 14 Apr 2021, 13:06
Q4 2020 60 $295,727,000 +$14,355,124 -$3,226,055 +$11,129,069 SCHX, VGSH, VO, IEFA, IJR 13F-HR 22 Jan 2021, 17:20
Q3 2020 55 $252,354,000 +$7,320,028 -$3,796,733 +$3,523,295 SCHX, VGSH, IEFA, VO, IJR 13F-HR 13 Oct 2020, 09:55
Q2 2020 57 $237,364,000 +$5,285,613 -$1,299,562 +$3,986,051 SCHX, VGSH, IEFA, VO, IJR 13F-HR 08 Jul 2020, 17:49
Q1 2020 55 $218,634,000 +$16,982,965 -$9,310,636 +$7,672,329 SCHX, VGSH, IEFA, VO, IJR 13F-HR 11 May 2020, 16:53
Q4 2019 66 $242,543,000 +$25,901,807 -$25,387,744 +$514,063 SCHX, VGSH, IEFA, VO, IJR 13F-HR 21 Jan 2020, 16:44
Q3 2019 65 $233,250,000 +$11,473,051 -$908,974 +$10,564,077 SCHX, IEFA, VGSH, IJR, VO 13F-HR 24 Oct 2019, 14:01
Q2 2019 62 $218,825,000 +$4,851,853 -$1,287,678 +$3,564,175 SCHX, IEFA, VGSH, IJR, VO 13F-HR 16 Jul 2019, 19:50
Q1 2019 62 $213,985,000 +$4,148,224 -$879,817 +$3,268,407 SCHX, IEFA, VGSH, IJR, VO 13F-HR 10 Apr 2019, 11:47
Q4 2018 58 $199,675,000 +$44,888,391 -$550,694 +$44,337,697 SCHX, IEFA, VGSH, IJR, VO 13F-HR 01 Feb 2019, 17:05
Q3 2018 55 $161,986,000 +$30,575,269 -$16,039,283 +$14,535,986 SCHX, IEFA, IJR, VGSH, VO 13F-HR 16 Nov 2018, 13:17
Q2 2018 53 $147,854,000 +$25,337,435 -$32,679,381 -$7,341,946 SCHX, IEFA, IJR, VO, VCSH 13F-HR 10 Aug 2018, 14:14
Q1 2018 60 $153,323,000 +$14,479,895 -$6,228,407 +$8,251,488 SCHX, IEFA, IJR, VO, BSCK 13F-HR 09 May 2018, 11:17
Q4 2017 58 $144,310,000 +$17,240,793 -$7,902,549 +$9,338,244 SCHX, IEFA, IJR, VO, BSCK 13F-HR 08 Feb 2018, 11:26
Q3 2017 58 $132,706,000 +$15,281,100 -$1,651,156 +$13,629,944 SCHX, IEFA, IJR, VO, BSCK 13F-HR 14 Nov 2017, 15:45
Q2 2017 57 $114,908,000 +$10,781,778 -$2,309,939 +$8,471,839 SCHX, IEFA, IJR, VO, BSCK 13F-HR 10 Aug 2017, 11:27
Q1 2017 58 $104,590,000 +$6,681,464 -$204,051 +$6,477,413 SCHX, IEFA, IJR, VO, BSCK 13F-HR 11 May 2017, 19:46
Q4 2016 58 $84,849,000 $0 $0 $0 SCHX, IEFA, VO, BSCK, BSCJ Restatement 11 May 2017, 19:45