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CIK: 0002053892
Total reported value
$293.2M
$293.2M
62 檔
36.5%
At the close of Q3 2025, Wealth Advisors Northwest LLC disclosed equity holdings valued at approximately $293.2M, spread across 62 reported holdings.
In Q3 2025, Wealth Advisors Northwest LLC displayed an active expansion posture, initiating 8 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 23.78% | -0.58% | -2.48% | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.73% | -0.62% | -2.02% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 7.64% | -0.89% | +6.41% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.37% | -0.06% | -0.09% | |
| 5 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 6.25% | +2.51% | +16.19% | |
| 6 | DGCB | Dimensional Global Credit | ETF-Other | 5.22% | +0.75% | +18.67% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.80% | -0.15% | +1.82% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.83% | -0.39% | +2.54% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.35% | -0.10% | +2.87% | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 2.95% | -0.42% | -3.60% | |
| 11 | DIHP | Dimensional International Hi | ETF-Other | 2.32% | +0.01% | -1.38% | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.79% | -0.27% | +25.26% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.56% | -0.15% | -10.63% | |
| 14 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.35% | +0.29% | +190.06% | |
| 15 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.28% | — | -2.37% | |
| 16 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 1.26% | +0.11% | -1.71% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | -0.08% | — | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.11% | -0.04% | -9.99% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.09% | -0.15% | -3.71% | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.06% | -0.05% | +21.05% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.99% | — | -4.75% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.97% | -0.14% | -2.64% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 0.93% | -0.15% | +0.70% | |
| 24 | DFSD | Dimensional Short Duration | ETF-Other | 0.91% | +0.08% | +9.01% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.22% | — | |
| 26 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.78% | +0.04% | +51.29% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +0.14% | +1.54% | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.65% | — | -19.77% | |
| 29 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.61% | -0.03% | +0.26% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.54% | -0.06% | -13.90% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.49% | -0.06% | -0.21% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.02% | — | |
| 33 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.33% | — | +21.01% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | +0.24% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | +0.03% | — | |
| 36 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.26% | +0.12% | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.05% | +0.90% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.11% | +0.45% | |
| 39 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.22% | -0.01% | -18.35% | |
| 40 | HPQ | Hp Inc | Stock-Tech | 0.21% | -0.01% | — | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.21% | -0.02% | -0.94% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.19% | -0.01% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | — | -1.58% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.03% | +1.90% | |
| 45 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.17% | — | -2.71% | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.17% | -0.04% | -1.20% | |
| 47 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.17% | -0.01% | -41.48% | |
| 48 | DFAT | Dimensional US Target Value | ETF-Other | 0.17% | -0.01% | -12.09% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | -0.01% | +1.07% |
According to official SEC Form 13F filings, Wealth Advisors Northwest LLC reported a total U.S. public equity portfolio value of $293.2M across 62 disclosed positions in Q3 2025.
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, DFSV, DFIC) accounted for 36.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
GOOGL
市值: $364.8K
Top Position Liquidated / Trimmed
SPAB
前期市值: $239.9K
During Q3 2025, Wealth Advisors Northwest LLC's top holdings by market value included DFAC (23.8%)、DFSV (7.7%)、DFIC (7.6%). The largest single position, DFAC, represented 23.8% of total portfolio value.
In Q3 2025, Wealth Advisors Northwest LLC made 47 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 13 holdings, and fully liquidating 1 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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