Northwest Capital Management Inc

All 13F Filings

Location
Lake Oswego, OR
Most recent 13F
Q4 2025
Holdings value ($000)
23,073
Description
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Website
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Founded
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Chairman
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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
Q4 2025 1/26/2026 92 23,073 13F-HR Northwest Capital Management Inc
Q3 2025 10/20/2025 253 95,077 13F-HR Northwest Capital Management Inc
Q2 2025 7/25/2025 352 184,661 13F-HR Northwest Capital Management Inc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 15.35 K 66.6% 0 37.03 K -37.03 K
ETFs 7.6 K 33.0% 0 34.08 K -34.08 K
Other 80 0.3% 0 827 -827
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Fund Snapshot

Q4 2025
Latest filed
1/26/2026
Total value ($000)
23,073
Holdings
92
QoQ value change ($000)
-72,004 (-75.7%)
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.