NORTHWEST WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Spencer, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 758,112
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 265 | 758,112 | 13F-HR | NORTHWEST WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/14/2026 | 255 | 665,324 | 13F-HR | NORTHWEST WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/14/2026 | 250 | 635,523 | 13F-HR | NORTHWEST WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/14/2025 | 221 | 606,748 | 13F-HR | NORTHWEST WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/17/2025 | 208 | 553,313 | 13F-HR | NORTHWEST WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 135.6 K | 17.9% | 14.03 K | 0 | 14.03 K |
| ETFs | 620.3 K | 81.8% | 78.83 K | 0 | 78.83 K |
| Debt | 2.281 K | 0.3% | 0 | 70 | -70 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
758,112
Holdings
265
QoQ value change ($000)
92,788
(13.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.