WEALTH ADVISORS NORTHWEST LLC 13F Portfolio
WEALTH ADVISORS NORTHWEST LLC runs WEALTH ADVISORS NORTHWEST LLC and currently holds 65 stock positions, which is fewer than the average of 231 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 #876 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%.
Portfolio Value
$293.22M
Alpha Score
22.7
#876 of 1000
Holdings
65
WEALTH ADVISORS NORTHWEST LLC Current 13F Holdings
Reported holdings from WEALTH ADVISORS NORTHWEST LLC's latest SEC 13F filing, ranked by portfolio weight.
65 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 23.98% | $35.74 | $45.31 | +26.76% | Added +5.17% |
 DFGP DIMENSIONAL ETF TRUST | 10.00% | $54.09 | $52.23 | -3.44% | Added +62.87% |
 DFSV DIMENSIONAL ETF TRUST | 7.47% | $30.74 | $37.93 | +23.37% | Added +2.67% |
 DFIC DIMENSIONAL ETF TRUST | 7.16% | $27.71 | $37.51 | +35.37% | Added +4.32% |
 DGCB DIMENSIONAL ETF TRUST | 7.13% | $54.04 | $52.20 | -3.40% | Added +36.10% |
 DUHP DIMENSIONAL ETF TRUST | 6.46% | $34.93 | $42.61 | +21.99% | Added +7.42% |
 AMZN AMAZON COM INC | 3.65% | $219.59 | $262.43 | +19.51% | Added +3.04% |
 DFEM DIMENSIONAL ETF TRUST | 3.56% | $27.88 | $40.01 | +43.51% | Added +1.72% |
 DISV DIMENSIONAL ETF TRUST | 2.48% | $27.72 | $42.66 | +53.90% | Added +3.47% |
 DFAU DIMENSIONAL ETF TRUST | 2.43% | $40.72 | $53.42 | +31.19% | Trimmed -7.50% |
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