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

  1. DFAC - DIMENSIONAL ETF TRUST, 24.39%
  2. DFSV - DIMENSIONAL ETF TRUST, 8.03%
  3. 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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