Northwest Wealth Advisors, LLC
All 13F Filings
- Location
- Bellingham, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 140,006
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 64 | 140,006 | 13F-HR | Northwest Wealth Advisors, LLC |
| Q4 2025 | 2/6/2026 | 61 | 128,480 | 13F-HR | Northwest Wealth Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.23 K | 18.0% | 0 | 71.06 K | -71.06 K |
| ETFs | 114.8 K | 82.0% | 82.59 K | 0 | 82.59 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
140,006
Holdings
64
QoQ value change ($000)
11,526
(9.0%)
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.