Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Northwest Wealth Advisors, LLC (CIK 2094564) reported $174.0M across 66 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYG ($20.5M, 11.80%), ILCV ($17.5M, 10.06%), IMCB ($15.8M, 9.06%), SPYV ($11.4M, 6.56%), FELG ($9.1M, 5.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $20.5M | 11.80% | 172,661 | Added |
| 2 | ILCV | ISHARES TR | $17.5M | 10.06% | 172,952 | Added |
| 3 | IMCB | ISHARES TR | $15.8M | 9.06% | 163,319 | Added |
| 4 | SPYV | SPDR SERIES TRUST | $11.4M | 6.56% | 187,942 | Added |
| 5 | FELG | FIDELITY COVINGTON TRUST | $9.1M | 5.24% | 208,418 | Added |
| 6 | INTF | ISHARES TR | $8.7M | 5.00% | 212,566 | Added |
| 7 | TVAL | T ROWE PRICE EXCHANGE-TRADED | $8.6M | 4.92% | 205,589 | Added |
| 8 | TGRT | T ROWE PRICE EXCHANGE-TRADED | $6.7M | 3.88% | 147,514 | Added |
| 9 | FTEC | FIDELITY COVINGTON TRUST | $6.5M | 3.73% | 22,746 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.4M | 3.08% | 10,722 | Added |
| 11 | SPDW | SPDR INDEX SHS FDS | $5.2M | 2.98% | 102,944 | Added |
| 12 | ILCG | ISHARES TR | $5.1M | 2.93% | 43,587 | Added |
| 13 | GSSC | GOLDMAN SACHS ETF TR | $5.1M | 2.91% | 55,544 | Added |
| 14 | IWR | ISHARES TR | $4.4M | 2.52% | 39,833 | Added |
| 15 | MSFT | MICROSOFT CORP | $4.4M | 2.50% | 11,673 | Added |
| 16 | PSC | PRINCIPAL EXCHANGE TRADED FD | $2.7M | 1.55% | 38,530 | Added |
| 17 | SPSM | SPDR SERIES TRUST | $2.6M | 1.49% | 45,081 | Added |
| 18 | BBIN | J P MORGAN EXCHANGE TRADED F | $2.3M | 1.30% | 28,899 | Trimmed |
| 19 | JGRO | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.17% | 20,587 | Added |
| 20 | AAPL | APPLE INC | $1.8M | 1.01% | 6,061 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $1.7M | 0.96% | 19,394 | Added |
| 22 | VGT | VANGUARD WORLD FD | $1.6M | 0.94% | 13,732 | Added |
| 23 | IJR | ISHARES TR | $1.6M | 0.91% | 10,721 | Trimmed |
| 24 | SPMD | SPDR SERIES TRUST | $1.3M | 0.77% | 19,727 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $1.2M | 0.67% | 1,580 | Added |
Source: SEC Form 13F filings · as of 2026-06-30