Wealth Advisors Northwest LLC Top Holdings and 13F Report (2025) About Wealth Advisors Northwest LLCInvestment ActivityWealth Advisors Northwest LLC has $157.85 million in total holdings as of March 31, 2025.Wealth Advisors Northwest LLC owns shares of 55 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 11.26% of the portfolio was purchased this quarter.About 1.70% of the portfolio was sold this quarter.This quarter, Wealth Advisors Northwest LLC has purchased 55 new stocks and bought additional shares in 21 stocks.Wealth Advisors Northwest LLC sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $39,732,153Dimensional International Core Equity 2 ETF $12,840,150Dimensional US Small Cap Value ETF $12,085,990Dimensional US High Profitability ETF $11,105,355Amazon.com $8,562,271 Largest New Holdings this Quarter 25434V575 - DIMENSIONAL ETF TRUST $242,597 Holding922908736 - Vanguard Growth ETF $239,550 Holding031162100 - Amgen $230,235 Holding25434V682 - Dimensional Emerging Markets Sustainability Core 1 ETF $214,542 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 62,119 shares (about $3.32M)DIMENSIONAL ETF TRUST 54,495 shares (about $2.90M)Dimensional U.S. Core Equity 2 ETF 83,848 shares (about $2.77M)Dimensional US Small Cap Value ETF 73,312 shares (about $2.06M)Dimensional US High Profitability ETF 48,567 shares (about $1.61M) Largest Sales this Quarter Dimensional US Real Estate ETF 31,438 shares (about $747.28K)Apple 786 shares (about $174.60K)Microsoft 392 shares (about $147.14K)Dimensional International Core Equity Market ETF 3,597 shares (about $112.33K)SPDR Portfolio S&P 500 Growth ETF 1,247 shares (about $100.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Advisors Northwest LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$39,732,153$2,766,145 ▲7.5%1,204,37025.2%ETFDFICDimensional International Core Equity 2 ETF$12,840,150$755,205 ▲6.2%462,3758.1%ETFDFSVDimensional US Small Cap Value ETF$12,085,990$2,063,735 ▲20.6%429,3427.7%ETFDUHPDimensional US High Profitability ETF$11,105,355$1,609,512 ▲16.9%335,1047.0%ETFAMZNAmazon.com$8,562,271$171,805 ▲2.0%45,0035.4%Retail/WholesaleDIMENSIONAL ETF TRUST$7,561,627$3,319,018 ▲78.2%141,5244.8%GLOBAL CORE PLUSDFAUDimensional US Core Equity Market ETF$6,060,454$63,080 ▲1.1%157,6603.8%ETFDIMENSIONAL ETF TRUST$5,889,907$2,897,499 ▲96.8%110,7753.7%GLOBAL CR ETFDISVDimensional International Small Cap Value ETF$5,285,360$438,692 ▲9.1%181,5033.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,121,057$978,303 ▲23.6%193,5403.2%ETFDIHPDimensional International High Profitability ETF$4,305,365$85,211 ▲2.0%159,8132.7%ETFDFUVDimensional US Marketwide Value ETF$3,456,406$25,344 ▼-0.7%83,8732.2%ETFDFCFDimensional Core Fixed Income ETF$2,270,164$134,257 ▲6.3%53,9741.4%ETFDFEVDimensional Emerging Markets Value ETF$2,235,242$69,167 ▲3.2%82,6341.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,211,471$47,699 ▼-2.1%43,3031.4%ETFDEHPDimensional Emerging Markets High Profitability ETF$2,157,887$121,888 ▲6.0%85,5631.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,031,312$100,219 ▼-4.7%25,2751.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,777,1200.0%67,8291.1%ETFAAPLApple$1,725,758$174,597 ▼-9.2%7,7691.1%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$1,661,162$112,335 ▼-6.3%53,1911.1%ETFTSLATesla$1,367,587$67,382 ▼-4.7%5,2770.9%Auto/Tires/TrucksNFLXNetflix$1,326,990$24,246 ▼-1.8%1,4230.8%Consumer DiscretionaryDFSUDimensional US Sustainability Core 1 ETF$1,296,000$131,208 ▲11.3%36,1910.8%ETFDFGRDimensional Global Real Estate ETF$1,285,322$875,797 ▲213.9%48,9460.8%ETFDFASDimensional U.S. Small Cap ETF$1,158,373$52,938 ▼-4.4%19,3870.7%ETFMSFTMicrosoft$997,701$147,140 ▼-12.9%2,6580.6%Computer and TechnologyDFARDimensional US Real Estate ETF$994,612$747,284 ▼-42.9%41,8430.6%ETFDFAEDimensional Emerging Core Equity Market ETF$966,240$37,204 ▼-3.7%37,3210.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$900,431$1,748 ▼-0.2%24,7300.6%ETFVTIVanguard Total Stock Market ETF$710,4610.0%2,5850.5%ETFDIMENSIONAL ETF TRUST$542,219$21,956 ▲4.2%8,8410.3%US CORE EQUITY 1DFSBDimensional Global Sustainability Fixed Income ETF$528,236$80,804 ▲18.1%10,2570.3%ETFXOMExxon Mobil$523,054$19,861 ▼-3.7%4,3980.3%EnergyJPMJPMorgan Chase & Co.$477,931$18,892 ▼-3.8%1,9480.3%FinanceCOSTCostco Wholesale$467,685$17,041 ▼-3.5%4940.3%Retail/WholesaleDFSIDimensional International Sustainability Core 1 ETF$453,116$58,022 ▲14.7%12,9870.3%ETFHPQHP$448,0520.0%16,1810.3%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$442,886$199,299 ▲81.8%9,3200.3%ETFVGTVanguard Information Technology ETF$436,079$26,035 ▼-5.6%8040.3%ETFVVisa$371,081$16,469 ▼-4.2%1,0590.2%Business ServicesSLYVSPDR S&P 600 Small Cap Value ETF$357,938$2,038 ▼-0.6%4,5660.2%ETFHPEHewlett Packard Enterprise$342,8080.0%22,2170.2%Computer and TechnologyBRK.BBerkshire Hathaway$333,9280.0%6270.2%FinanceDFUSDimensional U.S. Equity ETF$331,2490.0%5,4770.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$311,435$6,142 ▼-1.9%3,7520.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$301,308$787 ▼-0.3%7,6530.2%ETFVDCVanguard Consumer Staples ETF$286,6840.0%1,3100.2%ETFSBUXStarbucks$243,656$7,455 ▼-3.0%2,4840.2%Retail/WholesaleDIMENSIONAL ETF TRUST$242,597$242,597 ▲New Holding4,6430.2%GLOBAL EX US CORSPABSPDR Portfolio Aggregate Bond ETF$239,910$4,470 ▲1.9%9,3930.2%ETFVUGVanguard Growth ETF$239,550$239,550 ▲New Holding6460.2%ETFAMGNAmgen$230,235$230,235 ▲New Holding7390.1%MedicalDFSEDimensional Emerging Markets Sustainability Core 1 ETF$214,542$214,542 ▲New Holding6,3700.1%ETFSYKStryker$203,621$7,817 ▼-3.7%5470.1%MedicalMETAMeta Platforms$201,150$18,444 ▼-8.4%3490.1%Computer and TechnologyAVGOBroadcom$0$311,129 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$260,529 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$223,522 ▼-100.0%00.0%Retail/WholesaleGOOGAlphabet$0$207,291 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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