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WEALTH ADVISORS NORTHWEST LLC
WEALTH ADVISORS NORTHWEST LLC
Latest filing: 2026-06-30
WEALTH ADVISORS NORTHWEST LLC runs WEALTH ADVISORS NORTHWEST LLC and currently holds 65 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $293.22M. Their top holdings are DFAC, DFGP, DFSV, DFIC, DGCB. The top five represent 55.7% of reported portfolio weight. WEALTH ADVISORS NORTHWEST LLC ranks #891 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WEALTH ADVISORS NORTHWEST LLC initiated 8 new positions. They added to 36 existing positions. They trimmed 16 positions. Their current best-performing preview position is HPE with returns of +89.46%.
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65 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 23.98% | $35.74 | $45.61 | +27.62% | Added +5.17% |
 DFGP DIMENSIONAL ETF TRUST | 10.00% | $54.09 | $53.25 | -1.56% | Added +62.87% |
 DFSV DIMENSIONAL ETF TRUST | 7.47% | $30.74 | $40.29 | +31.05% | Added +2.67% |
 DFIC DIMENSIONAL ETF TRUST | 7.16% | $27.71 | $39.39 | +42.15% | Added +4.32% |
 DGCB DIMENSIONAL ETF TRUST | 7.13% | $54.04 | $53.15 | -1.65% | Added +36.10% |
 DUHP DIMENSIONAL ETF TRUST | 6.46% | $34.93 | $42.39 | +21.36% | Added +7.42% |
 AMZN AMAZON COM INC | 3.65% | $219.59 | $258.63 | +17.78% | Added +3.04% |
 DFEM DIMENSIONAL ETF TRUST | 3.56% | $27.88 | $39.90 | +43.11% | Added +1.72% |
 DISV DIMENSIONAL ETF TRUST | 2.48% | $27.72 | $44.49 | +60.50% | Added +3.47% |
 DFAU DIMENSIONAL ETF TRUST | 2.43% | $40.72 | $53.04 | +30.24% | Trimmed -7.50% |
Showing 1-10 of 65