13F Filings History of Northwest Capital Management Inc

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$23,073,217
Signature - Title
James Clements - Chief Compliance Officer
Location
Lake Oswego, OR
Summary
This page shows a list of all the recent 13F filings made by Northwest Capital Management Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northwest Capital Management Inc reported 92 stock holdings with total value $23,073,217 as of Q4 2025. Top holdings included PG, MSFT, EFV, QUAL, and SCHG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $23,073,217 +$162,292 -$72,635,675 -$72,473,383 PG, MSFT, EFV, QUAL, SCHG 13F-HR 26 Jan 2026, 10:13
Q3 2025 252 $95,077,411 +$565,223 -$99,349,831 -$98,784,608 SCHX, AAPL, MSFT, PG, EFV 13F-HR 20 Oct 2025, 16:42
Q2 2025 349 $184,660,911 +$10,742,170 -$86,261,087 -$75,518,917 MSFT, SCHF, SCHX, AAPL, SCHD 13F-HR 25 Jul 2025, 15:50
Q1 2025 441 $243,314,452 +$41,867,361 -$27,909,661 +$13,957,700 SCHR, SCHF, SCHX, MSFT, AAPL 13F-HR 01 May 2025, 11:31
Q4 2024 434 $233,259,262 +$29,937,532 -$16,713,328 +$13,224,204 SCHR, SCHX, MSFT, EFV, AAPL 13F-HR 04 Feb 2025, 11:47
Q3 2024 456 $277,505,748 +$34,171,203 -$41,785,728 -$7,614,525 SCHR, SCHX, MSFT, EFV, AAPL Restatement 15 Oct 2024, 16:53
Q2 2024 460 $274,090,338 +$22,648,933 -$65,253,239 -$42,604,306 AMZN, SCHR, SCHX, MSFT, SCHQ 13F-HR 09 Jul 2024, 17:07
Q1 2024 553 $312,463,435 +$5,445,643 -$5,513,740 -$68,097 SCHR, AMZN, SCHX, MSFT, SCHQ 13F-HR 09 Apr 2024, 13:54
Q4 2023 551 $298,164,023 +$29,969,650 -$14,766,032 +$15,203,618 SCHR, AMZN, SCHX, SCHQ, MSFT 13F-HR 01 Feb 2024, 12:28
Q3 2023 556 $258,914,288 +$38,500,605 -$8,790,472 +$29,710,133 SCHR, AMZN, MSFT, ESGU, SCHX 13F-HR 10 Oct 2023, 15:43
Q2 2023 560 $238,524,359 +$22,989,525 -$3,041,283 +$19,948,242 AMZN, MSFT, ESGU, SCHX, AAPL 13F-HR 03 Aug 2023, 12:39
Q1 2023 99 $206,015,473 +$23,310,402 -$16,499,094 +$6,811,308 AMZN, ESGU, SCHX, EFV, MSFT 13F-HR 03 May 2023, 10:29
Q4 2022 96 $188,193,030 +$22,373,657 -$13,737,324 +$8,636,333 ESGU, SCHX, EFV, MSFT, AGG 13F-HR 02 Feb 2023, 13:21
Q3 2022 88 $172,583,000 +$21,251,080 -$26,181,563 -$4,930,483 ESGU, VUSB, SCHX, EFV, MSFT 13F-HR 07 Nov 2022, 10:48
Q2 2022 92 $190,856,000 +$14,878,590 -$8,397,515 +$6,481,075 COMT, EFV, ESGU, VUSB, MSFT 13F-HR 02 Aug 2022, 16:48
Q1 2022 96 $212,522,000 +$14,197,835 -$7,158,371 +$7,039,464 EFV, ESGU, COMT, MSFT, VUSB 13F-HR 10 May 2022, 12:36
Q4 2021 93 $203,403,000 +$65,191,909 -$46,682,535 +$18,509,374 EFV, ESGU, COMT, VUSB, MSFT 13F-HR 07 Feb 2022, 17:15
Q3 2021 96 $192,032,000 +$13,868,562 -$2,539,064 +$11,329,498 VUSB, SCHF, MBB, SCHM, MSFT 13F-HR 25 Oct 2021, 15:36
Q2 2021 87 $176,730,000 +$38,873,326 -$6,761,447 +$32,111,879 VUSB, MBB, SCHF, SCHM, MSFT 13F-HR 02 Aug 2021, 12:10
Q1 2021 68 $137,623,000 +$2,450,007 -$2,761,523 -$311,516 MBB, SCHF, SCHM, UCON, JPST 13F-HR 10 May 2021, 16:51
Q4 2020 64 $134,312,000 +$5,909,804 -$2,531,241 +$3,378,563 MBB, SCHF, SCHM, UCON, JPST 13F-HR 08 Feb 2021, 18:01
Q3 2020 58 $120,811,000 +$6,175,381 -$1,327,824 +$4,847,557 MBB, SCHF, UCON, SCHM, JPST 13F-HR 09 Nov 2020, 17:58
Q2 2020 55 $113,910,000 +$9,411,092 -$8,418,821 +$992,271 MBB, SCHF, UCON, SCHM, JPST 13F-HR 23 Jul 2020, 19:18
Q1 2020 51 $100,000,000 +$25,433,925 -$20,474,539 +$4,959,386 MBB, SCHF, UCON, JPST, SCHM 13F-HR 11 May 2020, 11:46
Q4 2019 60 $109,446,000 +$16,177,140 -$6,613,106 +$9,564,034 SCHR, SCHF, SCHM, SCHE, JPST 13F-HR 27 Jan 2020, 15:43
Q3 2019 58 $94,727,000 +$4,191,609 -$1,707,282 +$2,484,327 SCHR, SCHF, JPST, SCHM, SCHE 13F-HR 23 Oct 2019, 16:36
Q2 2019 59 $91,494,000 +$10,221,156 -$3,855,748 +$6,365,408 SCHR, SCHF, SCHM, SCHE, JPST 13F-HR 01 Aug 2019, 13:15
Q1 2019 61 $82,927,000 +$20,924,102 -$16,538,950 +$4,385,152 SCHF, SCHM, SCHE, SCHR, JPST 13F-HR 07 May 2019, 16:22
Q4 2018 69 $71,152,000 +$8,226,615 -$21,003,847 -$12,777,232 SCHM, SCHF, SCHC, MSFT, EZU 13F-HR 30 Jan 2019, 13:15
Q3 2018 74 $94,066,000 +$12,859,469 -$1,565,372 +$11,294,097 SCHM, SCHF, SCHC, EZU, BSCJ 13F-HR 26 Oct 2018, 16:55
Q2 2018 55 $80,393,000 +$18,763,190 -$32,315,217 -$13,552,027 SCHM, SCHC, SCHF, EZU, BSCJ 13F-HR 01 Aug 2018, 14:50
Q1 2018 55 $93,380,000 +$6,468,031 -$4,121,259 +$2,346,772 SCHM, BSCI, VTIP, EZU, SCHC 13F-HR 02 May 2018, 11:48
Q4 2017 61 $91,194,000 $0 $0 $0 SCHM, BSCI, VTIP, EZU, BSCJ 13F-HR 06 Feb 2018, 17:22