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Blair West

Northwest Wealth Advisors, Llc

Assets Managed
$140.006M
Holdings
64
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
8.98%(2Q avg: 4.49%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Northwest Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Northwest Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 140.006M in assets, with a quarterly growth rate of 8.98% and a 2-quarter average growth rate of 4.49%. The portfolio is managed by Blair West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 17.35%
10.55%
$14.767M
150,827 shares@ $97.91 avg price
ILCV
Ishares Morningstar Value Et
Recent Activity
Increased 18.35%
10.28%
$14.391M
154,510 shares@ $93.15 avg price
IMCB
Ishares Morningstar Mid-cap
Recent Activity
Increased 21.3%
8.53%
$11.94M
143,117 shares@ $83.43 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 9.45%
7.53%
$10.53M
186,117 shares@ $56.58 avg price
INTF
Ishares International Equity
Recent Activity
Increased 13.27%
5.41%
$7.562M
194,093 shares@ $38.96 avg price
FELG
Fidelity Enhncd Lrg Cap Gwth
Recent Activity
Increased 13.78%
5.12%
$7.167M
191,167 shares@ $37.5 avg price
TVAL
T. Rowe Price Value Etf
Recent Activity
Increased 22.2%
4.6%
$6.436M
177,876 shares@ $36.19 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
3.67%
$5.128M
10,701 shares@ $479.18 avg price
FTEC
Fidelity Msci Info Tech Etf
Recent Activity
Increased 17.48%
3.19%
$4.465M
21,463 shares@ $208.05 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 14.28%
3.18%
$4.449M
97,456 shares@ $45.65 avg price

1-10 of 64