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NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
Holdings from the most recent 13F from NORTHWEST WEALTH MANAGEMENT, LLC
Filed: 2025-10-14 (Q3 2025) | Holdings: 221 | Value: $606.7M | 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 |
| DFAC - DIMENSIONAL ETF TRUST | Reduce 1% $(438.7K) | 8.09% | $49.1M | +3.01% | |||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 6% ($2.7M) | 8.07% | $49.0M | -0.04% | |||
| ITOT - ISHARES TR | Add 4% ($1.8M) | 7.85% | $47.6M | +1.96% | |||
| VTI - VANGUARD INDEX FDS | Reduce 3% $(920.2K) | 4.56% | $27.7M | +2.00% | |||
| AVDV - AMERICAN CENTY ETF TR | Reduce 2% $(494.2K) | 3.75% | $22.7M | ||||
| VTIP - VANGUARD MALVERN FDS | Add 3% ($654.4K) | 3.73% | $22.6M | -0.02% | |||
| DFSD - DIMENSIONAL ETF TRUST | Add 7% ($1.2M) | 3.21% | $19.5M | +0.31% | |||
| NVDA - NVIDIA CORPORATION | Add 147% ($10.6M) | 2.94% | $17.8M | -5.29% | |||
| AVUV - AMERICAN CENTY ETF TR | Reduce 2% $(427.7K) | 2.82% | $17.1M | +5.46% | |||
| IDEV - ISHARES TR | Add 1% ($162.8K) | 2.57% | $15.6M | ||||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 2% $(262.5K) | 2.47% | $15.0M | +0.48% | |||
| DFUS - DIMENSIONAL ETF TRUST | Reduce 5% $(706.9K) | 2.12% | $12.9M | +2.09% | |||
| DFIV - DIMENSIONAL ETF TRUST | Reduce 3% $(294.2K) | 1.80% | $10.9M | +8.33% | |||
| AVEM - AMERICAN CENTY ETF TR | Reduce 3% $(287.8K) | 1.80% | $10.9M | +1.08% | |||
| AAPL - APPLE INC | Reduce 7% $(783.0K) | 1.79% | $10.9M | +11.65% | |||
| AVDE - AMERICAN CENTY ETF TR | Reduce 2% $(204.2K) | 1.66% | $10.1M | +4.40% | |||
| DFAI - DIMENSIONAL ETF TRUST | Reduce 2% $(147.7K) | 1.50% | $9.1M | +3.93% | |||
| AVUS - AMERICAN CENTY ETF TR | Reduce 5% $(464.0K) | 1.47% | $8.9M | +2.99% | |||
| DFEM - DIMENSIONAL ETF TRUST | Add 1% ($49.6K) | 1.46% | $8.8M | +1.67% | |||
| DFAT - DIMENSIONAL ETF TRUST | Reduce 1% $(60.3K) | 1.12% | $6.8M | +4.97% | |||
| AVSC - AMERICAN CENTY ETF TR | Add 10% ($593.7K) | 1.10% | $6.6M | +4.14% | |||
| DFUV - DIMENSIONAL ETF TRUST | Reduce 2% $(134.6K) | 1.00% | $6.0M | +4.74% | |||
| SLYV - SPDR SERIES TRUST | Reduce 2% $(112.6K) | 0.96% | $5.8M | +5.18% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(132.7K) | 0.95% | $5.7M | +1.14% | |||
| MSFT - MICROSOFT CORP | Add 4% ($228.9K) | 0.88% | $5.4M | -6.90% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Add 2% ($97.0K) | 0.87% | $5.3M | +3.60% | |||
| AOA - ISHARES TR | Reduce 2% $(118.7K) | 0.87% | $5.3M | +2.08% | |||
| IEMG - ISHARES INC | Add 2% ($101.8K) | 0.81% | $4.9M | +0.54% | |||
| BSVO - EA SERIES TRUST | Reduce 2% $(80.8K) | 0.80% | $4.9M | +7.89% | |||
| DIHP - DIMENSIONAL ETF TRUST | Reduce 3% $(159.1K) | 0.80% | $4.9M | +2.57% | |||
| TSLA - TESLA INC | Add 1% ($67.6K) | 0.78% | $4.7M | +5.53% | |||
| EFV - ISHARES TR | Reduce 5% $(233.5K) | 0.77% | $4.7M | +6.16% | |||
| AMZN - AMAZON COM INC | Add 1% ($28.3K) | 0.75% | $4.6M | +4.42% | |||
| DFCF - DIMENSIONAL ETF TRUST | Add 6% ($255.0K) | 0.72% | $4.4M | +0.01% | |||
| DISV - DIMENSIONAL ETF TRUST | Reduce 1% $(41.9K) | 0.68% | $4.1M | +4.53% | |||
| DFAE - DIMENSIONAL ETF TRUST | Add 3% ($116.7K) | 0.62% | $3.8M | +1.60% | |||
| IWN - ISHARES TR | 0.60% | $3.7M | +3.64% | ||||
| SPDW - SPDR INDEX SHS FDS | 0.60% | $3.6M | +3.34% | ||||
| DFIC - DIMENSIONAL ETF TRUST | Add 2% ($78.5K) | 0.56% | $3.4M | +4.35% | |||
| ETN - EATON CORP PLC | Reduce 1% $(22.1K) | 0.53% | $3.2M | -12.34% | |||
| VBR - VANGUARD INDEX FDS | 0.53% | $3.2M | |||||
| CASY - CASEYS GEN STORES INC | Reduce 2% $(53.1K) | 0.51% | $3.1M | -4.43% | |||
| DUHP - DIMENSIONAL ETF TRUST | Add 6% ($173.2K) | 0.49% | $3.0M | +0.24% | |||
| VTV - VANGUARD INDEX FDS | Reduce 1% $(36.0K) | 0.49% | $2.9M | +2.99% | |||
| DFAX - DIMENSIONAL ETF TRUST | Reduce 4% $(114.5K) | 0.45% | $2.7M | +3.69% | |||
| DFSV - DIMENSIONAL ETF TRUST | New Purchase | 0.42% | $2.5M | ||||
| JPM - JPMORGAN CHASE & CO. | 0.41% | $2.5M | |||||
| DFGR - DIMENSIONAL ETF TRUST | Reduce 5% $(114.0K) | 0.39% | $2.4M | -0.50% | |||
| WMT - WALMART INC | New Purchase | 0.37% | $2.3M | +8.96% | |||
| AOR - ISHARES TR | Reduce 7% $(165.3K) | 0.37% | $2.2M | +1.26% | |||
| BSV - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| SPTM - SPDR SERIES TRUST | Reduce 100% | 0.00% | $0.00 | ||||