Wealth Advisors Northwest LLC - Portfolio overview
Wealth Advisors Northwest LLC has 64 reported holdings in this dataset, with the latest filing dated 2026-04-09.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Consumer Cyclical and Technology.
Largest reported holdings by portfolio allocation
- DFAC - DIMENSIONAL ETF TRUST, 24.39%
- DFSV - DIMENSIONAL ETF TRUST, 8.03%
- DFIC - DIMENSIONAL ETF TRUST, 8.00%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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