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CIK: 0002053892
Total reported value
$293.2M
$293.2M
55 檔
27.4%
The Q4 2024 SEC filing reveals that Wealth Advisors Northwest LLC held a total portfolio value of $293.2M, covering 55 public equity positions.
During Q4 2024, Wealth Advisors Northwest LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 26.40% | -0.58% | — | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 7.66% | -0.89% | — | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.46% | -0.62% | — | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.59% | -0.06% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.59% | -0.15% | — | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.30% | -0.39% | — | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.01% | -0.42% | — | |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.86% | +2.51% | — | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.79% | -0.10% | — | |
| 10 | DIHP | Dimensional International Hi | ETF-Other | 2.69% | +0.01% | — | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.35% | -0.15% | — | |
| 12 | DGCB | Dimensional Global Credit | ETF-Other | 2.02% | +0.75% | — | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.59% | -0.04% | — | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.54% | -0.15% | — | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.52% | -0.08% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.46% | — | — | |
| 17 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.43% | — | — | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.43% | -0.27% | — | |
| 19 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 1.36% | +0.11% | — | |
| 20 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.16% | -0.01% | — | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.15% | -0.14% | — | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 1.13% | -0.15% | — | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.90% | -0.06% | — | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.88% | -0.22% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.14% | — | |
| 26 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.84% | — | — | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.67% | -0.03% | — | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.58% | -0.06% | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.02% | — | |
| 30 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.37% | +0.29% | — | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | +0.03% | — | |
| 32 | HPQ | Hp Inc | Stock-Tech | 0.36% | -0.01% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.11% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.01% | — | |
| 35 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.32% | +0.12% | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.05% | — | |
| 37 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.30% | — | — | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.27% | -0.02% | — | |
| 39 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.27% | -0.05% | — | |
| 40 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.25% | -0.01% | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | — | — | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.24% | -0.01% | — | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.24% | — | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | -0.02% | — | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.20% | -0.04% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.01% | — | |
| 47 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.19% | -0.03% | — | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.03% | — | |
| 49 | DFSD | Dimensional Short Duration | ETF-Other | 0.16% | +0.08% | — | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.16% | +0.07% | NEW |
According to official SEC Form 13F filings, Wealth Advisors Northwest LLC reported a total U.S. public equity portfolio value of $293.2M across 55 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFSV) accounted for 27.4% of total reported equity market value during Q4 2024.
During Q4 2024, Wealth Advisors Northwest LLC's top holdings by market value included DFAC (26.4%)、DFIC (7.7%)、DFSV (7.5%). The largest single position, DFAC, represented 26.4% of total portfolio value.
In Q4 2024, Wealth Advisors Northwest LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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