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Tyler Simones

Northwest Quadrant Wealth Management, Llc

Assets Managed
$481.108M
Holdings
67
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
-0.49%(2Q avg: 0.82%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Northwest Quadrant Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Northwest Quadrant Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 481.108M in assets, with a quarterly growth rate of -0.49% and a 2-quarter average growth rate of 0.82%. The portfolio is managed by Tyler Simones, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.12%
28.22%
$135.753M
5.295M shares@ $25.64 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 3.34%
11.96%
$57.503M
1.136M shares@ $50.63 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.13%
11.91%
$57.257M
632,469 shares@ $90.53 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 1.78%
10.48%
$50.404M
1.643M shares@ $30.69 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -1.44%
10.36%
$49.8M
173,409 shares@ $287.18 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 0.59%
6.17%
$29.655M
136,500 shares@ $217.25 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -1.41%
5.75%
$27.662M
250,585 shares@ $110.39 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -3.24%
5.38%
$25.865M
208,071 shares@ $124.31 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Decreased -14.73%
0.99%
$4.727M
53,293 shares@ $88.71 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.14%
0.92%
$4.379M
17,253 shares@ $253.8 avg price

1-10 of 67