13F Filings History of Wealth Advisors Northwest LLC

Latest 13F report
Q3 2025 - Oct 9, 2025
Value $
$207M
Signature - Title
Liliane Menezes - Compliance Manager
Location
Portland, OR
Summary
This page shows a list of all the recent 13F filings made by Wealth Advisors Northwest LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Advisors Northwest LLC reported 62 stock holdings with total value $207M as of Q3 2025. Top holdings included DFAC, DFSV, DFIC, DUHP, and DFGP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 62 $207M +$9.36M -$4.16M +$5.19M DFAC, DFSV, DFIC, DUHP, DFGP 13F-HR 10/8/2025, 06:28 PM
Q2 2025 61 $190M +$19.9M -$1.7M +$18.2M DFAC, DFSV, DFIC, DUHP, DFGP 13F-HR 7/23/2025, 07:52 PM
Q1 2025 55 $158M +$17.8M -$2.68M +$15.1M DFAC, DFIC, DFSV, DUHP, AMZN 13F-HR 4/16/2025, 03:14 PM
Q4 2024 55 $147M $0 $0 DFAC, DFIC, DFSV, DUHP, AMZN 13F-HR 1/29/2025, 02:21 PM