Northwest Quadrant Wealth Management, LLC - Portfolio overview

Northwest Quadrant Wealth Management, LLC has 75 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 28.10%
2. TFLO - ISHARES TR, 11.90%
3. IEFA - ISHARES TR, 11.85%

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

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