Free Trial

Wealth Advisors Northwest LLC Top Holdings and 13F Report (2025)

About Wealth Advisors Northwest LLC

Investment Activity

  • Wealth Advisors Northwest LLC has $146.82 million in total holdings as of December 31, 2024.
  • Wealth Advisors Northwest LLC owns shares of 55 different stocks, but just 16 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofWealth Advisors Northwest LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
DFAC
Dimensional U.S. Core Equity 2 ETF
$38,758,8611,120,52226.4%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$11,247,236435,1807.7%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$10,958,611356,0307.5%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$9,682,077286,5376.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,675,09944,1006.6%Retail/Wholesale
DFAU
Dimensional US Core Equity Market ETF
$6,317,192156,0194.3%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$4,422,262166,4383.0%ETF
DIMENSIONAL ETF TRUST
$4,194,96679,4052.9%GLOBAL CORE PLUS
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$4,100,482156,5672.8%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$3,952,283156,6502.7%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$3,457,24984,4882.4%ETF
DIMENSIONAL ETF TRUST
$2,960,32856,2802.0%GLOBAL CR ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,331,31026,5221.6%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$2,262,29644,2371.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$2,236,0625,5371.5%Auto/Tires/Trucks
Apple Inc. stock logo
AAPL
Apple
$2,142,4668,5551.5%Computer and Technology
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$2,098,80780,0771.4%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$2,095,77350,7821.4%ETF
DEHP
Dimensional Emerging Markets High Profitability ETF
$1,997,26680,7301.4%ETF
DFAR
Dimensional US Real Estate ETF
$1,705,25373,2811.2%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,686,22967,8291.1%ETF
DFAI
Dimensional International Core Equity Market ETF
$1,658,22056,7881.1%ETF
DFAS
Dimensional U.S. Small Cap ETF
$1,319,36720,2730.9%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,291,5231,4490.9%Consumer Discretionary
Microsoft Co. stock logo
MSFT
Microsoft
$1,285,3943,0500.9%Computer and Technology
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$1,232,77332,5270.8%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$983,29538,7580.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$845,68424,7780.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$749,1592,5850.5%ETF
DIMENSIONAL ETF TRUST
$544,2698,4830.4%US CORE EQUITY 1
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$529,7798520.4%ETF
HP Inc. stock logo
HPQ
HP
$527,98616,1810.4%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$491,0574,5650.3%Oils/Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$485,3332,0250.3%Finance
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$474,33322,2170.3%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$469,5865120.3%Retail/Wholesale
DFSB
Dimensional Global Sustainability Fixed Income ETF
$442,5678,6880.3%ETF
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$400,6434,5920.3%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$398,29615,5950.3%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$371,99311,3240.3%ETF
Visa Inc. stock logo
V
Visa
$349,4721,1060.2%Business Services
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$349,1595,4770.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$345,6613,8260.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$311,1291,3420.2%Computer and Technology
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$294,4237,6730.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$284,2076270.2%Finance
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$276,9151,3100.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$260,5291,3760.2%Computer and Technology
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$240,3075,1260.2%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$233,6002,5600.2%Retail/Wholesale
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$230,3579,2180.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$223,5225750.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$223,0793810.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$207,2911,0880.1%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$204,5085680.1%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data