Sign In
test

Liliane Menezes

Wealth Advisors Northwest Llc

Assets Managed
$293.224M
Holdings
65
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
22.98%(2Q avg: 14.37%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Advisors Northwest Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Wealth Advisors Northwest Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 293.224M in assets, with a quarterly growth rate of 22.98% and a 2-quarter average growth rate of 14.37%. The portfolio is managed by Liliane Menezes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 5.18%
23.98%
$70.308M
1.585M shares@ $44.37 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 62.87%
10.01%
$29.323M
538,423 shares@ $54.47 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 2.68%
7.48%
$21.917M
565,017 shares@ $38.79 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 4.32%
7.17%
$21.003M
563,696 shares@ $37.26 avg price
DGCB
Dimensional Global Credit
Recent Activity
Increased 36.11%
7.13%
$20.9M
382,291 shares@ $54.67 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 7.42%
6.47%
$18.947M
454,027 shares@ $41.74 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.05%
3.65%
$10.698M
44,887 shares@ $238.35 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 1.72%
3.56%
$10.433M
256,711 shares@ $40.64 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 3.48%
2.48%
$7.27M
181,154 shares@ $40.14 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -7.49%
2.43%
$7.113M
137,605 shares@ $51.69 avg price

1-10 of 65