Wealth Advisors Northwest LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 299,324
- Description
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- 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 | 10/28/2026 | 62 | 299,324 | 13F-HR | Wealth Advisors Northwest LLC |
| Q2 2026 | 7/14/2026 | 65 | 293,224 | 13F-HR | Wealth Advisors Northwest LLC |
| Q1 2026 | 4/8/2026 | 57 | 238,433 | 13F-HR | Wealth Advisors Northwest LLC |
| Q4 2025 | 1/16/2026 | 56 | 225,486 | 13F-HR | Wealth Advisors Northwest LLC |
| Q3 2025 | 10/9/2025 | 62 | 206,798 | 13F-HR | Wealth Advisors Northwest LLC |
| Q2 2025 | 7/24/2025 | 61 | 189,799 | 13F-HR | Wealth Advisors Northwest LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.21 K | 24.8% | 48.26 K | 0 | 48.26 K |
| ETFs | 225.1 K | 75.2% | 0 | 42.16 K | -42.16 K |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
299,324
Holdings
62
QoQ value change ($000)
6,100
(2.1%)
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.