Wealth Advisors Northwest LLC

Q2 2026 13F-HR Holdings

Location
Portland, OR
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$293,224
Net value change ($000)
+54,791 (23.0%)
New positions
9
Sold out positions
1
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 11,745 20.1%
DFGP 11,474 64.3%
DGCB 5,694 37.4%
DUHP 3,409 21.9%
DFSV 2,634 13.7%
DFIC 1,804 9.4%
DCOR 1,765 43.8%
DFEM 1,713 19.6%
AMZN 1,626 17.9%
DIHP 1,327 23.2%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -340 -24.5%
SPSB -219 -100.0%
XOM -165 -22.1%
COST -28 -5.4%
SPEM -15 -4.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type