Northwest Quadrant Wealth Management, LLC: 13F holdings
CIK 16977672026Q2
| Positions | 77 |
|---|
| Reported value | $540.0m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 77 (+10 vs prior quarter) |
|---|
| Reported value | $540.0m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 5,365,862 | $157.9m | 29.2% |
| IEFA ISHARES TR | 649,061 | $62.7m | 11.6% |
| VO VANGUARD INDEX FDS | 702,864 | $56.6m | 10.5% |
| SCHD SCHWAB STRATEGIC TR | 1,718,037 | $54.5m | 10.1% |
| TFLO ISHARES TR | 863,892 | $43.7m | 8.1% |
| VBR VANGUARD INDEX FDS | 139,983 | $34.0m | 6.3% |
| IJR ISHARES TR | 205,429 | $30.5m | 5.6% |
| VCSH VANGUARD SCOTTSDALE FDS | 310,028 | $24.5m | 4.5% |
| SHV ISHARES TR | 174,316 | $19.2m | 3.6% |
| VNQ VANGUARD INDEX FDS | 53,782 | $5.2m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697767")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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