Sign In
test

ERIC VAN DER HEIDE

Northwest Wealth Management, Llc

Assets Managed
$758.112M
Holdings
265
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
13.95%(2Q avg: 9.32%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Northwest Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 265 positions.

Assets under management

The assets under management (AUM) of Northwest Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 758.112M in assets, with a quarterly growth rate of 13.95% and a 2-quarter average growth rate of 9.32%. The portfolio is managed by ERIC VAN DER HEIDE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 13.55%
9.19%
$69.597M
1.18M shares@ $58.98 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 6.97%
8.76%
$66.337M
403,829 shares@ $164.28 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.62%
7.89%
$59.813M
1.348M shares@ $44.37 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 15.37%
4.04%
$30.568M
640,173 shares@ $47.76 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 9.62%
3.98%
$30.103M
599,305 shares@ $50.23 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -4.04%
3.73%
$28.241M
76,318 shares@ $370.04 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 5.57%
3.53%
$26.688M
258,980 shares@ $103.05 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 7.91%
3.5%
$26.513M
212,515 shares@ $124.76 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 5.64%
3.04%
$22.99M
258,286 shares@ $89.01 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 8.75%
2.02%
$15.281M
376,000 shares@ $40.65 avg price

1-10 of 265