Wealth Advisors Northwest LLC: 13F holdings
CIK 20538922026Q2
| Positions | 65 |
|---|
| Reported value | $293.2m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 65 (+8 vs prior quarter) |
|---|
| Reported value | $293.2m (+23.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,584,943 | $70.3m | 24.0% |
| DFGP DIMENSIONAL ETF TRUST | 538,423 | $29.3m | 10.0% |
| DIMENSIONAL ETF TRUST | 565,017 | $21.9m | 7.5% |
| DFIC DIMENSIONAL ETF TRUST | 563,696 | $21.0m | 7.2% |
| DGCB DIMENSIONAL ETF TRUST | 382,291 | $20.9m | 7.1% |
| DIMENSIONAL ETF TRUST | 454,027 | $18.9m | 6.5% |
| AMZN AMAZON COM INC | 44,887 | $10.7m | 3.6% |
| DFEM DIMENSIONAL ETF TRUST | 256,711 | $10.4m | 3.6% |
| DISV DIMENSIONAL ETF TRUST | 181,154 | $7.3m | 2.5% |
| PAVE DIMENSIONAL ETF TRUST | 137,605 | $7.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053892")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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