13F Filings History of Wealth Advisors Northwest LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$225,485,677
Signature - Title
Liliane Menezes - Client Services 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 56 stock holdings with total value $225,485,677 as of Q4 2025. Top holdings included DFAC, DFIC, DFSV, DFGP, and DUHP.

Notify me when Wealth Advisors Northwest LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 56 $225,485,677 +$19,030,175 -$3,411,745 +$15,618,430 DFAC, DFIC, DFSV, DFGP, DUHP 13F-HR 15 Jan 2026, 18:44
Q3 2025 62 $206,798,157 +$9,358,052 -$4,164,580 +$5,193,472 DFAC, DFSV, DFIC, DUHP, DFGP 13F-HR 08 Oct 2025, 18:28
Q2 2025 61 $189,798,895 +$19,904,756 -$1,701,049 +$18,203,707 DFAC, DFSV, DFIC, DUHP, DFGP 13F-HR 23 Jul 2025, 19:52
Q1 2025 55 $157,850,878 +$17,771,997 -$2,681,588 +$15,090,409 DFAC, DFIC, DFSV, DUHP, AMZN 13F-HR 16 Apr 2025, 15:14
Q4 2024 55 $146,817,524 $0 $0 $0 DFAC, DFIC, DFSV, DUHP, AMZN 13F-HR 29 Jan 2025, 14:21