NORTHWEST WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Spencer, IA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 777,260
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 286 | 777,260 | 13F-HR | NORTHWEST WEALTH MANAGEMENT, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5
(0.0% of total reported value)
· QoQ Δ:
+5
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 152.1 K | 19.6% | 16.53 K | 0 | 16.53 K |
| ETFs | 623 K | 80.1% | 2.686 K | 0 | 2.686 K |
| Debt | 2.214 K | 0.3% | 0 | 67 | -67 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
777,260
Holdings
286
QoQ value change ($000)
19,148
(2.5%)
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.