Northwest Wealth Advisors, LLC: 13F holdings
CIK 20945642026Q2
| Positions | 66 |
|---|
| Reported value | $174.0m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 66 (+2 vs prior quarter) |
|---|
| Reported value | $174.0m (+24.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYG SPDR SERIES TRUST | 172,661 | $20.5m | 11.8% |
| PFBC ISHARES TR | 172,952 | $17.5m | 10.1% |
| IMCB ISHARES TR | 163,319 | $15.8m | 9.1% |
| SPYV SPDR SERIES TRUST | 187,942 | $11.4m | 6.6% |
| FELG FIDELITY COVINGTON TRUST | 208,418 | $9.1m | 5.2% |
| INTF ISHARES TR | 212,566 | $8.7m | 5.0% |
| T ROWE PRICE EXCHANGE-TRADED | 205,589 | $8.6m | 4.9% |
| TGRT T ROWE PRICE EXCHANGE-TRADED | 147,514 | $6.7m | 3.9% |
| FTEC FIDELITY COVINGTON TRUST | 22,746 | $6.5m | 3.7% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 10,722 | $5.4m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2094564")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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