NORTHWEST WEALTH MANAGEMENT, LLC - Portfolio overview

NORTHWEST WEALTH MANAGEMENT, LLC has 274 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VGIT - VANGUARD SCOTTSDALE FDS, 9.23%
2. ITOT - ISHARES TR, 8.02%
3. DFAC - DIMENSIONAL ETF TRUST, 7.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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