Northwest Wealth Advisors, LLC
Northwest Wealth Advisors, LLC reported 66 positions worth $174.0M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: SPYG (11.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYG | SH | $20.5M | 11.80% | 172,661 | — | — | |
| ▸ 2 | ILCV | SH | $17.5M | 10.06% | 172,952 | — | — | |
| ▸ 3 | IMCB | SH | $15.8M | 9.06% | 163,319 | — | — | |
| ▸ 4 | SPYV | SH | $11.4M | 6.56% | 187,942 | — | — | |
| ▸ 5 | FELG | SH | $9.1M | 5.24% | 208,418 | — | — | |
| ▸ 6 | INTF | SH | $8.7M | 5.00% | 212,566 | — | — | |
| ▸ 7 | TVAL | SH | $8.6M | 4.92% | 205,589 | — | — | |
| ▸ 8 | TGRT | SH | $6.7M | 3.88% | 147,514 | — | — | |
| ▸ 9 | FTEC | SH | $6.5M | 3.73% | 22,746 | — | — | |
| ▸ 10 | BRK-B | SH | $5.4M | 3.08% | 10,722 | — | — |
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Frequently Asked Questions
What stocks does Northwest Wealth Advisors, LLC hold as of Q2 2026?
Northwest Wealth Advisors, LLC reported 66 positions worth $174.0M in its Q2 2026 13F filing. Largest positions: SPYG (11.8%), ILCV (10.1%), IMCB (9.1%), SPYV (6.6%) and FELG (5.2%).
What did Northwest Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Northwest Wealth Advisors, 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.