NORTHWEST WEALTH MANAGEMENT, LLC
NORTHWEST WEALTH MANAGEMENT, LLC reported 265 positions worth $758.1M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: VGIT (9.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VGIT | SH | $69.6M | 9.18% | 1,180,006 | — | — | |
| ▸ 2 | ITOT | SH | $66.3M | 8.75% | 403,829 | — | — | |
| ▸ 3 | DFAC | SH | $59.8M | 7.89% | 1,348,360 | — | — | |
| ▸ 4 | DFSD | SH | $30.6M | 4.03% | 640,173 | — | — | |
| ▸ 5 | VTIP | SH | $30.1M | 3.97% | 599,305 | — | — | |
| ▸ 6 | VTI | SH | $28.2M | 3.73% | 76,318 | — | — | |
| ▸ 7 | AVDV | SH | $26.7M | 3.52% | 258,980 | — | — | |
| ▸ 8 | AVUV | SH | $26.5M | 3.50% | 212,515 | — | — | |
| ▸ 9 | IDEV | SH | $23.0M | 3.03% | 258,286 | — | — | |
| ▸ 10 | DFEM | SH | $15.3M | 2.02% | 376,000 | — | — |
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Frequently Asked Questions
What stocks does NORTHWEST WEALTH MANAGEMENT, LLC hold as of Q2 2026?
NORTHWEST WEALTH MANAGEMENT, LLC reported 265 positions worth $758.1M in its Q2 2026 13F filing. Largest positions: VGIT (9.2%), ITOT (8.8%), DFAC (7.9%), DFSD (4.0%) and VTIP (4.0%).
What did NORTHWEST WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did NORTHWEST 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.