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WEALTH ADVISORS NORTHWEST LLC 13F portfolio summary

WEALTH ADVISORS NORTHWEST LLC of WEALTH ADVISORS NORTHWEST LLC has 57 current stock holdings with a reported portfolio value of $238.4M. The portfolio 1 year return is +16.39%. Top holdings include DFAC (24.56%), DFSV (8.09%), DFIC (8.05%), DFGP (7.49%), DUHP (6.52%).

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WEALTH ADVISORS NORTHWEST LLC

WEALTH ADVISORS NORTHWEST LLC
Latest filing: 2026-03-31

WEALTH ADVISORS NORTHWEST LLC runs WEALTH ADVISORS NORTHWEST LLC and currently holds 57 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $238.43M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WEALTH ADVISORS NORTHWEST LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WEALTH ADVISORS NORTHWEST LLC's portfolio at WEALTH ADVISORS NORTHWEST LLC has delivered returns of +16.39%. Their 3-year annualized return is +13.17%. Looking at the 5-year horizon, WEALTH ADVISORS NORTHWEST LLC has achieved +13.17% annualized returns at WEALTH ADVISORS NORTHWEST LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.39%
#0/1000
3 Year
+13.17%
#0/1000
5 Year
+13.17%
#0/1000

Portfolio Value

$238.43M

Alpha Score

12.4

#0 of 1000

Holdings

57

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change