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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2025-04-25 (Q1 2025) | Holdings: 188 | Value: $502.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 20% ($7.3M) | 8.77% | $44.0M | +0.17% | |||
| DFAC - DIMENSIONAL ETF TRUST | Add 3% ($1.3M) | 8.60% | $43.2M | +7.92% | |||
| ITOT - ISHARES TR | Add 9% ($3.2M) | 7.77% | $39.0M | +8.47% | |||
| VTIP - VANGUARD MALVERN FDS | Add 18% ($3.1M) | 4.15% | $20.8M | -0.02% | |||
| VTI - VANGUARD INDEX FDS | Reduce 4% $(957.3K) | 4.14% | $20.8M | +8.52% | |||
| AVDV - AMERICAN CENTY ETF TR | Add 9% ($1.5M) | 3.57% | $17.9M | ||||
| DFSD - DIMENSIONAL ETF TRUST | Add 23% ($3.1M) | 3.30% | $16.6M | +0.91% | |||
| VGSH - VANGUARD SCOTTSDALE FDS | Add 6% ($894.4K) | 3.10% | $15.6M | +0.19% | |||
| AVUV - AMERICAN CENTY ETF TR | Add 12% ($1.5M) | 2.81% | $14.1M | +8.19% | |||
| IDEV - ISHARES TR | Add 6% ($731.0K) | 2.65% | $13.3M | ||||
| DFUS - DIMENSIONAL ETF TRUST | Add 18% ($1.7M) | 2.26% | $11.3M | +8.49% | |||
| AAPL - APPLE INC | 2.09% | $10.5M | -6.27% | ||||
| DFIV - DIMENSIONAL ETF TRUST | Add 5% ($448.7K) | 1.89% | $9.5M | +6.64% | |||
| AVEM - AMERICAN CENTY ETF TR | Add 3% ($224.3K) | 1.78% | $8.9M | +10.98% | |||
| AVDE - AMERICAN CENTY ETF TR | Add 6% ($484.6K) | 1.72% | $8.7M | +6.96% | |||
| AVUS - AMERICAN CENTY ETF TR | 1.61% | $8.1M | +8.01% | ||||
| DFAI - DIMENSIONAL ETF TRUST | Add 10% ($721.8K) | 1.58% | $8.0M | +6.13% | |||
| DFEM - DIMENSIONAL ETF TRUST | Add 27% ($1.5M) | 1.40% | $7.0M | +9.17% | |||
| DFAT - DIMENSIONAL ETF TRUST | Add 2% ($104.3K) | 1.21% | $6.1M | +7.40% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($39.4K) | 1.20% | $6.0M | -9.09% | |||
| DFUV - DIMENSIONAL ETF TRUST | Add 4% ($210.0K) | 1.10% | $5.5M | +5.35% | |||
| SLYV - SPDR SER TR | Reduce 9% $(527.2K) | 1.06% | $5.3M | +6.39% | |||
| AVSC - AMERICAN CENTY ETF TR | Add 9% ($402.2K) | 0.94% | $4.7M | +8.30% | |||
| AOA - ISHARES TR | Add 3% ($148.6K) | 0.93% | $4.7M | +6.20% | |||
| EFV - ISHARES TR | Reduce 8% $(373.2K) | 0.89% | $4.5M | +4.62% | |||
| DIHP - DIMENSIONAL ETF TRUST | Add 22% ($794.1K) | 0.86% | $4.3M | +5.66% | |||
| NVDA - NVIDIA CORPORATION | Add 6% ($246.8K) | 0.82% | $4.1M | +32.64% | |||
| DFCF - DIMENSIONAL ETF TRUST | Reduce 1% $(33.5K) | 0.81% | $4.1M | +0.73% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 2% $(103.5K) | 0.81% | $4.0M | +6.46% | |||
| IEMG - ISHARES INC | Add 5% ($203.1K) | 0.78% | $3.9M | +8.83% | |||
| AMZN - AMAZON COM INC | Reduce 7% $(268.1K) | 0.76% | $3.8M | +11.79% | |||
| MSFT - MICROSOFT CORP | Add 2% ($80.7K) | 0.74% | $3.7M | +22.75% | |||
| BSVO - EA SERIES TRUST | Add 20% ($610.3K) | 0.72% | $3.6M | +8.15% | |||
| DISV - DIMENSIONAL ETF TRUST | Add 3% ($94.6K) | 0.65% | $3.3M | +7.61% | |||
| IWN - ISHARES TR | 0.62% | $3.1M | +6.50% | ||||
| SPDW - SPDR INDEX SHS FDS | Reduce 3% $(89.6K) | 0.62% | $3.1M | +6.57% | |||
| DFAE - DIMENSIONAL ETF TRUST | Reduce 2% $(52.3K) | 0.58% | $2.9M | +9.22% | |||
| VBR - VANGUARD INDEX FDS | Reduce 1% $(29.1K) | 0.57% | $2.9M | ||||
| DFIC - DIMENSIONAL ETF TRUST | Add 5% ($143.7K) | 0.57% | $2.9M | +7.21% | |||
| VTV - VANGUARD INDEX FDS | Reduce 1% $(41.5K) | 0.56% | $2.8M | +4.82% | |||
| TSLA - TESLA INC | Add 5% ($132.2K) | 0.54% | $2.7M | +11.44% | |||
| CASY - CASEYS GEN STORES INC | New Purchase | 0.48% | $2.4M | +12.59% | |||
| DFAX - DIMENSIONAL ETF TRUST | Reduce 2% $(40.0K) | 0.48% | $2.4M | +8.20% | |||
| AOR - ISHARES TR | Reduce 5% $(123.3K) | 0.47% | $2.3M | +4.83% | |||
| ETN - EATON CORP PLC | Add 9% ($188.9K) | 0.47% | $2.3M | +16.65% | |||
| BSV - VANGUARD BD INDEX FDS | Reduce 6% $(132.1K) | 0.45% | $2.2M | +0.34% | |||
| DUHP - DIMENSIONAL ETF TRUST | New Purchase | 0.44% | $2.2M | +6.90% | |||
| DFGR - DIMENSIONAL ETF TRUST | Add 10% ($196.0K) | 0.43% | $2.1M | +4.34% | |||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 2% $(45.9K) | 0.40% | $2.0M | +7.00% | |||
| JPM - JPMORGAN CHASE & CO. | Add 2% ($36.3K) | 0.38% | $1.9M | ||||
| DFSV - DIMENSIONAL ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| WMT - WALMART INC | Reduce 100% | 0.00% | $0.00 | ||||