Northwest Wealth Advisors, LLC
64 holdingsFiling period: 2026-03-31Current AUM: $160.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 150.8K | $14.8M | $17.7M | 11.03% | +22.3K | 2026-03-31 |
| 2 | ILCV | ISHARES TR | 154.5K | $14.4M | $16.3M | 10.16% | +23.9K | 2026-03-31 |
| 3 | IMCB | ISHARES TR | 143.1K | $11.9M | $13.9M | 8.67% | +25.1K | 2026-03-31 |
| 4 | SPYV | SPDR SERIES TRUST | 186.1K | $10.5M | $11.5M | 7.21% | +16.1K | 2026-03-31 |
| 5 | INTF | ISHARES TR | 194.1K | $7.6M | $8.1M | 5.08% | +22.7K | 2026-03-31 |
| 6 | FELG | FIDELITY COVINGTON TRUST | 191.2K | $7.2M | $8.1M | 5.08% | +23.2K | 2026-03-31 |
| 7 | TVAL | T ROWE PRICE ETF INC | 177.9K | $6.4M | $7.6M | 4.73% | +32.3K | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 10.7K | $5.1M | $5.1M | 3.20% | -- | 2026-03-31 |
| 9 | FTEC | FIDELITY COVINGTON TRUST | 21.5K | $4.5M | $5.8M | 3.62% | +3.2K | 2026-03-31 |
| 10 | SPDW | SPDR INDEX SHS FDS | 97.5K | $4.4M | $4.9M | 3.05% | +12.2K | 2026-03-31 |
| 11 | TGRT | T ROWE PRICE ETF INC | 109.9K | $4.3M | $4.9M | 3.07% | +27.6K | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 11.4K | $4.2M | $5.3M | 3.31% | -103 | 2026-03-31 |
| 13 | ILCG | ISHARES TR | 40.4K | $3.9M | $4.5M | 2.82% | +3.4K | 2026-03-31 |
| 14 | IWR | ISHARES TR | 38.9K | $3.8M | $4.3M | 2.66% | +4.5K | 2026-03-31 |
| 15 | GSSC | GOLDMAN SACHS ETF TR | 49.5K | $3.7M | $4.4M | 2.75% | +7.5K | 2026-03-31 |
| 16 | PSC | PRINCIPAL EXCHANGE TRADED FD | 37.7K | $2.2M | $2.6M | 1.60% | +4.5K | 2026-03-31 |
| 17 | BBIN | J P MORGAN EXCHANGE TRADED F | 29.3K | $2.1M | $2.3M | 1.45% | +1.4K | 2026-03-31 |
| 18 | SPSM | SPDR SERIES TRUST | 39.4K | $1.9M | $2.2M | 1.39% | +6.3K | 2026-03-31 |
| 19 | JGRO | J P MORGAN EXCHANGE TRADED F | 20.0K | $1.7M | $1.8M | 1.15% | +2.5K | 2026-03-31 |
| 20 | AAPL | APPLE INC | 6.0K | $1.5M | $1.8M | 1.15% | -268 | 2026-03-31 |
| 21 | IJR | ISHARES TR | 10.9K | $1.4M | $1.6M | 0.99% | +942 | 2026-03-31 |
| 22 | VUG | VANGUARD INDEX FDS | 3.1K | $1.3M | $1.6M | 0.97% | +2 | 2026-03-31 |
| 23 | VGT | VANGUARD WORLD FD | 1.7K | $1.2M | $1.6M | 0.97% | +36 | 2026-03-31 |
| 24 | SPMD | SPDR SERIES TRUST | 20.0K | $1.2M | $1.3M | 0.82% | -474 | 2026-03-31 |
| 25 | RSPG | INVESCO EXCHANGE TRADED FD T | 9.3K | $1.0M | $989K | 0.62% | +1.3K | 2026-03-31 |
← Scroll →
Page 1 of 3