10,000+ stock pitches from top investors available on joinyellowbrick.com
NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2025-02-10 (Q4 2024) | Holdings: 167 | Value: $471.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| DFAC - DIMENSIONAL ETF TRUST | Add 1% ($576.5K) | 9.30% | $43.9M | -2.26% | -3.72% | ||
| ITOT - ISHARES TR | Add 37% ($10.2M) | 8.01% | $37.8M | -1.20% | -3.55% | ||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 44% ($11.0M) | 7.61% | $35.9M | +3.08% | +2.05% | ||
| VTI - VANGUARD INDEX FDS | Reduce 3% $(813.8K) | 4.86% | $23.0M | -1.20% | -3.50% | ||
| VTIP - VANGUARD MALVERN FDS | Add 40% ($4.9M) | 3.64% | $17.2M | +2.41% | +1.75% | ||
| AVDV - AMERICAN CENTY ETF TR | Add 28% ($3.4M) | 3.24% | $15.3M | +15.44% | +9.11% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 4% $(597.5K) | 3.08% | $14.6M | +1.92% | +1.41% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 9% ($1.2M) | 2.95% | $13.9M | -7.24% | -7.13% | ||
| DFSD - DIMENSIONAL ETF TRUST | Add 91% ($6.3M) | 2.82% | $13.3M | +2.59% | +1.58% | ||
| AAPL - APPLE INC | Add 3% ($342.3K) | 2.50% | $11.8M | -13.74% | -7.51% | ||
| IDEV - ISHARES TR | Add 34% ($3.0M) | 2.49% | $11.8M | +10.73% | +7.29% | ||
| DFUS - DIMENSIONAL ETF TRUST | Add 23% ($1.9M) | 2.14% | $10.1M | -1.26% | -3.59% | ||
| AVEM - AMERICAN CENTY ETF TR | Reduce 4% $(320.6K) | 1.80% | $8.5M | +11.72% | +6.17% | ||
| AVUS - AMERICAN CENTY ETF TR | Reduce 1% $(103.9K) | 1.80% | $8.5M | -2.18% | -3.79% | ||
| DFIV - DIMENSIONAL ETF TRUST | Add 33% ($2.0M) | 1.73% | $8.2M | +13.33% | +8.85% | ||
| AVDE - AMERICAN CENTY ETF TR | Reduce 4% $(275.6K) | 1.60% | $7.6M | +13.11% | +8.67% | ||
| DFAI - DIMENSIONAL ETF TRUST | Add 26% ($1.4M) | 1.43% | $6.8M | +11.23% | +7.58% | ||
| SLYV - SPDR SER TR | Reduce 12% $(917.7K) | 1.38% | $6.5M | -9.47% | -8.54% | ||
| DFAT - DIMENSIONAL ETF TRUST | Reduce 9% $(665.6K) | 1.37% | $6.5M | -6.89% | -6.02% | ||
| DFEM - DIMENSIONAL ETF TRUST | Add 115% ($2.9M) | 1.16% | $5.5M | +9.17% | +5.32% | ||
| DFUV - DIMENSIONAL ETF TRUST | Add 37% ($1.4M) | 1.12% | $5.3M | -2.46% | -2.74% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 1.08% | $5.1M | +3.21% | +9.41% | |||
| AVSC - AMERICAN CENTY ETF TR | New Purchase | 1.03% | $4.8M | -7.99% | -7.86% | ||
| NVDA - NVIDIA CORPORATION | Add 10% ($422.1K) | 1.02% | $4.8M | +9.75% | -7.22% | ||
| AMZN - AMAZON COM INC | Reduce 15% $(855.4K) | 1.00% | $4.7M | -8.36% | -10.04% | ||
| AOA - ISHARES TR | Add 3% ($128.4K) | 0.96% | $4.5M | +3.06% | +0.78% | ||
| EFV - ISHARES TR | Reduce 8% $(373.2K) | 0.92% | $4.3M | +13.87% | +10.74% | ||
| MSFT - MICROSOFT CORP | Add 15% ($523.5K) | 0.87% | $4.1M | +17.69% | +9.89% | ||
| DFCF - DIMENSIONAL ETF TRUST | Add 4% ($136.9K) | 0.86% | $4.0M | +2.41% | +1.03% | ||
| TSLA - TESLA INC | Add 4% ($154.3K) | 0.85% | $4.0M | -6.87% | -7.93% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Add 1% ($55.0K) | 0.83% | $3.9M | +11.32% | +7.43% | ||
| IEMG - ISHARES INC | Add 18% ($553.8K) | 0.76% | $3.6M | +8.75% | +5.23% | ||
| IWN - ISHARES TR | Reduce 1% $(41.4K) | 0.72% | $3.4M | -7.14% | -7.28% | ||
| BSVO - EA SERIES TRUST | Add 17% ($485.4K) | 0.72% | $3.4M | -8.76% | -8.88% | ||
| DIHP - DIMENSIONAL ETF TRUST | Add 37% ($888.7K) | 0.70% | $3.3M | +9.26% | +6.41% | ||
| VBR - VANGUARD INDEX FDS | Reduce 7% $(233.9K) | 0.65% | $3.1M | -5.43% | -4.33% | ||
| SPDW - SPDR INDEX SHS FDS | Reduce 5% $(146.7K) | 0.63% | $3.0M | +11.10% | +7.07% | ||
| DFAE - DIMENSIONAL ETF TRUST | Add 1% ($20.4K) | 0.62% | $2.9M | +8.86% | +5.27% | ||
| DISV - DIMENSIONAL ETF TRUST | Reduce 2% $(58.7K) | 0.61% | $2.9M | +16.18% | +10.84% | ||
| VTV - VANGUARD INDEX FDS | Reduce 13% $(400.6K) | 0.59% | $2.8M | -1.36% | -2.22% | ||
| ETN - EATON CORP PLC | Reduce 60% $(4.0M) | 0.56% | $2.6M | +6.27% | +2.22% | ||
| DFIC - DIMENSIONAL ETF TRUST | Reduce 1% $(17.1K) | 0.53% | $2.5M | +13.15% | +8.64% | ||
| AOR - ISHARES TR | Add 6% ($133.7K) | 0.52% | $2.5M | +2.98% | +0.88% | ||
| BSV - VANGUARD BD INDEX FDS | Reduce 7% $(162.9K) | 0.50% | $2.3M | +2.37% | +1.65% | ||
| DFAX - DIMENSIONAL ETF TRUST | Reduce 6% $(141.0K) | 0.49% | $2.3M | +11.96% | +7.54% | ||
| WMT - WALMART INC | Add 3% ($70.2K) | 0.45% | $2.1M | -6.86% | -5.23% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 4% $(86.0K) | 0.43% | $2.0M | +7.06% | +5.15% | ||
| DFSV - DIMENSIONAL ETF TRUST | Add 6% ($104.6K) | 0.40% | $1.9M | -7.56% | -6.85% | ||
| DFGR - DIMENSIONAL ETF TRUST | Add 26% ($388.1K) | 0.40% | $1.9M | +3.34% | +1.88% | ||
| JPM - JPMORGAN CHASE & CO. | New Purchase | 0.38% | $1.8M | +1.99% | -3.19% | ||
| IEFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SPTM - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||