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 MANAGEMENT, LLC (CIK 1695344) reported $665.3M across 249 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGIT ($61.9M, 9.30%), ITOT ($53.8M, 8.08%), DFAC ($51.6M, 7.75%), VTIP ($27.3M, 4.10%), DFSD ($26.6M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | $61.9M | 9.30% | 1.0M | Added |
| 2 | ITOT | ISHARES TR | $53.8M | 8.08% | 377,533 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $51.6M | 7.75% | 1.3M | Added |
| 4 | VTIP | VANGUARD MALVERN FDS | $27.3M | 4.10% | 546,717 | Added |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $26.6M | 3.99% | 554,913 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $25.5M | 3.83% | 79,533 | Added |
| 7 | AVDV | AMERICAN CENTY ETF TR | $24.5M | 3.68% | 245,336 | Added |
| 8 | AVUV | AMERICAN CENTY ETF TR | $21.8M | 3.27% | 196,951 | Added |
| 9 | IDEV | ISHARES TR | $20.4M | 3.07% | 244,510 | Added |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $14.8M | 2.23% | 253,161 | Added |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $12.8M | 1.93% | 180,675 | Trimmed |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $11.9M | 1.80% | 345,770 | Added |
| 13 | DFIV | DIMENSIONAL ETF TRUST | $11.3M | 1.70% | 214,245 | Trimmed |
| 14 | AVEM | AMERICAN CENTY ETF TR | $10.7M | 1.61% | 133,328 | Trimmed |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $10.6M | 1.59% | 271,944 | Added |
| 16 | AVDE | AMERICAN CENTY ETF TR | $10.4M | 1.56% | 122,434 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $10.1M | 1.51% | 57,794 | Trimmed |
| 18 | AAPL | APPLE INC | $9.8M | 1.48% | 38,786 | Trimmed |
| 19 | AVSC | AMERICAN CENTY ETF TR | $8.8M | 1.33% | 141,788 | Added |
| 20 | AVUS | AMERICAN CENTY ETF TR | $8.7M | 1.31% | 78,609 | Trimmed |
| 21 | DFUV | DIMENSIONAL ETF TRUST | $6.6M | 0.99% | 135,865 | Trimmed |
| 22 | DFAT | DIMENSIONAL ETF TRUST | $6.5M | 0.98% | 104,585 | Added |
| 23 | DIHP | DIMENSIONAL ETF TRUST | $6.3M | 0.94% | 194,569 | Added |
| 24 | TSLA | TESLA INC | $6.2M | 0.93% | 16,662 | Added |
| 25 | IEMG | ISHARES INC | $5.9M | 0.88% | 83,877 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31