Northwest Wealth Advisors, LLC - Portfolio overview

Northwest Wealth Advisors, LLC has 64 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 10.55%
2. ILCV - ISHARES TR, 10.28%
3. IMCB - ISHARES TR, 8.53%

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

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