Northwest Quadrant Wealth Management, LLC
All 13F Filings
- Location
- Bend, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 540,040
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 77 | 540,040 | 13F-HR | Northwest Quadrant Wealth Management, LLC |
| Q1 2026 | 5/11/2026 | 67 | 481,108 | 13F-HR | Northwest Quadrant Wealth Management, LLC |
| Q4 2025 | 1/23/2026 | 71 | 483,502 | 13F-HR | Northwest Quadrant Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 74 | 473,480 | 13F-HR | Northwest Quadrant Wealth Management, LLC |
| Q2 2025 | 7/29/2025 | 70 | 448,543 | 13F-HR | Northwest Quadrant Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 45.13 K | 9.1% | 6.835 K | 0 | 6.835 K |
| ETFs | 451.2 K | 90.9% | 65.86 K | 0 | 65.86 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
540,040
Holdings
77
QoQ value change ($000)
58,932
(12.2%)
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.