Northwest Quadrant Wealth Management, LLC
Northwest Quadrant Wealth Management, LLC reported 77 positions worth $540.0M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SCHX (29.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $157.9M | 29.24% | 5,365,862 | — | — | |
| ▸ 2 | IEFA | SH | $62.7M | 11.61% | 649,061 | — | — | |
| ▸ 3 | VO | SH | $56.6M | 10.49% | 702,864 | — | — | |
| ▸ 4 | SCHD | SH | $54.5M | 10.09% | 1,718,037 | — | — | |
| ▸ 5 | TFLO | SH | $43.7M | 8.10% | 863,892 | — | — | |
| ▸ 6 | VBR | SH | $34.0M | 6.30% | 139,983 | — | — | |
| ▸ 7 | IJR | SH | $30.5M | 5.64% | 205,429 | — | — | |
| ▸ 8 | VCSH | SH | $24.5M | 4.54% | 310,028 | — | — | |
| ▸ 9 | SHV | SH | $19.2M | 3.56% | 174,316 | — | — | |
| ▸ 10 | VNQ | SH | $5.2M | 0.96% | 53,782 | — | — |
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Frequently Asked Questions
What stocks does Northwest Quadrant Wealth Management, LLC hold as of Q2 2026?
Northwest Quadrant Wealth Management, LLC reported 77 positions worth $540.0M in its Q2 2026 13F filing. Largest positions: SCHX (29.2%), IEFA (11.6%), VO (10.5%), SCHD (10.1%) and TFLO (8.1%).
What did Northwest Quadrant Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Northwest Quadrant Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.