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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2025-07-17 (Q2 2025) | Holdings: 208 | Value: $553.3M | 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 4% ($1.8M) | 8.33% | $46.1M | +2.78% | +3.05% | ||
| DFAC - DIMENSIONAL ETF TRUST | Reduce 2% $(897.4K) | 8.31% | $46.0M | +8.58% | +5.68% | ||
| ITOT - ISHARES TR | Reduce 2% $(748.3K) | 7.67% | $42.5M | +8.50% | +6.91% | ||
| VTI - VANGUARD INDEX FDS | Add 15% ($3.5M) | 4.79% | $26.5M | +8.67% | +7.04% | ||
| VTIP - VANGUARD MALVERN FDS | Add 4% ($820.4K) | 3.94% | $21.8M | +1.30% | +1.36% | ||
| AVDV - AMERICAN CENTY ETF TR | Add 1% ($305.0K) | 3.74% | $20.7M | ||||
| DFSD - DIMENSIONAL ETF TRUST | Add 9% ($1.4M) | 3.29% | $18.2M | +2.30% | +2.17% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 9% ($1.3M) | 2.90% | $16.1M | +11.12% | +4.19% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 2% $(374.9K) | 2.75% | $15.2M | +2.00% | +1.63% | ||
| IDEV - ISHARES TR | 2.64% | $14.6M | |||||
| DFUS - DIMENSIONAL ETF TRUST | 2.27% | $12.6M | +8.63% | +6.94% | |||
| DFIV - DIMENSIONAL ETF TRUST | Add 1% ($92.5K) | 1.88% | $10.4M | +16.07% | +7.84% | ||
| AVEM - AMERICAN CENTY ETF TR | 1.85% | $10.2M | +8.77% | +9.50% | |||
| AVDE - AMERICAN CENTY ETF TR | 1.74% | $9.6M | +11.30% | +7.43% | |||
| AAPL - APPLE INC | Reduce 3% $(320.1K) | 1.69% | $9.4M | +32.25% | +24.50% | ||
| DFAI - DIMENSIONAL ETF TRUST | 1.59% | $8.8M | +10.01% | +7.13% | |||
| AVUS - AMERICAN CENTY ETF TR | Reduce 2% $(167.1K) | 1.57% | $8.7M | +9.28% | +6.24% | ||
| DFEM - DIMENSIONAL ETF TRUST | Add 3% ($259.9K) | 1.47% | $8.1M | +9.17% | +9.14% | ||
| DFAT - DIMENSIONAL ETF TRUST | 1.15% | $6.4M | +9.55% | +3.47% | |||
| NVDA - NVIDIA CORPORATION | Add 2% ($104.7K) | 1.11% | $6.1M | +0.81% | +5.19% | ||
| DFUV - DIMENSIONAL ETF TRUST | Add 3% ($168.9K) | 1.06% | $5.8M | +9.90% | +5.11% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 3% ($172.4K) | 1.03% | $5.7M | +5.38% | +4.24% | ||
| AVSC - AMERICAN CENTY ETF TR | Add 9% ($433.4K) | 0.99% | $5.5M | +11.97% | +7.28% | ||
| SLYV - SPDR SERIES TRUST | Reduce 2% $(92.2K) | 0.97% | $5.3M | +13.35% | +7.64% | ||
| AOA - ISHARES TR | 0.92% | $5.1M | +7.71% | +6.59% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Add 9% ($407.0K) | 0.89% | $4.9M | +10.04% | +7.86% | ||
| MSFT - MICROSOFT CORP | 0.89% | $4.9M | -6.66% | +0.61% | |||
| DIHP - DIMENSIONAL ETF TRUST | Add 3% ($136.4K) | 0.88% | $4.9M | +7.92% | +6.72% | ||
| EFV - ISHARES TR | Reduce 5% $(252.6K) | 0.83% | $4.6M | +13.28% | +8.07% | ||
| AMZN - AMAZON COM INC | Add 3% ($116.3K) | 0.82% | $4.5M | +0.47% | -3.85% | ||
| BSVO - EA SERIES TRUST | Add 17% ($646.3K) | 0.81% | $4.5M | +13.32% | +4.70% | ||
| IEMG - ISHARES INC | 0.79% | $4.4M | +8.99% | +10.48% | |||
| DFCF - DIMENSIONAL ETF TRUST | Reduce 1% $(25.7K) | 0.74% | $4.1M | +3.88% | +4.19% | ||
| DISV - DIMENSIONAL ETF TRUST | Add 4% ($163.5K) | 0.70% | $3.9M | +12.89% | +8.36% | ||
| SPDW - SPDR INDEX SHS FDS | Reduce 1% $(28.7K) | 0.62% | $3.4M | +10.01% | +8.06% | ||
| TSLA - TESLA INC | Add 1% ($34.3K) | 0.60% | $3.3M | +42.68% | +39.10% | ||
| DFAE - DIMENSIONAL ETF TRUST | Add 2% ($65.3K) | 0.60% | $3.3M | +9.85% | +10.02% | ||
| IWN - ISHARES TR | 0.59% | $3.3M | +13.99% | +9.53% | |||
| DFIC - DIMENSIONAL ETF TRUST | Reduce 2% $(52.0K) | 0.57% | $3.1M | +10.33% | +6.85% | ||
| ETN - EATON CORP PLC | Add 1% ($27.1K) | 0.56% | $3.1M | -12.77% | -1.03% | ||
| VBR - VANGUARD INDEX FDS | 0.54% | $3.0M | |||||
| CASY - CASEYS GEN STORES INC | 0.52% | $2.9M | +4.77% | +9.37% | |||
| VTV - VANGUARD INDEX FDS | Reduce 2% $(50.7K) | 0.51% | $2.8M | +8.65% | +5.55% | ||
| DUHP - DIMENSIONAL ETF TRUST | Add 12% ($292.7K) | 0.48% | $2.7M | +4.86% | +4.67% | ||
| DFAX - DIMENSIONAL ETF TRUST | Reduce 2% $(54.3K) | 0.48% | $2.6M | +10.41% | +7.60% | ||
| DFGR - DIMENSIONAL ETF TRUST | Add 11% ($240.9K) | 0.44% | $2.4M | +0.49% | +3.46% | ||
| AOR - ISHARES TR | Reduce 8% $(209.6K) | 0.42% | $2.3M | +6.81% | +6.06% | ||
| JPM - JPMORGAN CHASE & CO. | Add 2% ($53.3K) | 0.41% | $2.3M | ||||
| BSV - VANGUARD BD INDEX FDS | Add 2% ($41.1K) | 0.41% | $2.3M | +2.25% | +1.99% | ||
| SPTM - SPDR SERIES TRUST | New Purchase | 0.38% | $2.1M | ||||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||