NORTHWEST WEALTH MANAGEMENT, LLC: 13F holdings
CIK 16953442026Q2
| Positions | 265 |
|---|---|
| Reported value | $758.1m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VGIT VANGUARD SCOTTSDALE FDS | 1,180,006 | $69.6m | 9.2% |
| ITOT ISHARES TR | 403,829 | $66.3m | 8.8% |
| DIMENSIONAL ETF TRUST | 1,348,360 | $59.8m | 7.9% |
| DFSD DIMENSIONAL ETF TRUST | 640,173 | $30.6m | 4.0% |
| VTIP VANGUARD MALVERN FDS | 599,305 | $30.1m | 4.0% |
| VTI VANGUARD INDEX FDS | 76,318 | $28.2m | 3.7% |
| AVDV AMERICAN CENTY ETF TR | 258,980 | $26.7m | 3.5% |
| AVUV AMERICAN CENTY ETF TR | 212,515 | $26.5m | 3.5% |
| VGK ISHARES TR | 258,286 | $23.0m | 3.0% |
| DFEM DIMENSIONAL ETF TRUST | 376,000 | $15.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1695344")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.