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.
Wealth Advisors Northwest LLC (CIK 2053892) reported $293.2M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($70.3M, 23.98%), DFGP ($29.3M, 10.00%), DFSV ($21.9M, 7.47%), DFIC ($21.0M, 7.16%), DGCB ($20.9M, 7.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $70.3M | 23.98% | 1.6M | Added |
| 2 | DFGP | DIMENSIONAL ETF TRUST | $29.3M | 10.00% | 538,423 | Added |
| 3 | DFSV | DIMENSIONAL ETF TRUST | $21.9M | 7.47% | 565,017 | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $21.0M | 7.16% | 563,696 | Added |
| 5 | DGCB | DIMENSIONAL ETF TRUST | $20.9M | 7.13% | 382,291 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $18.9M | 6.46% | 454,027 | Added |
| 7 | AMZN | AMAZON COM INC | $10.7M | 3.65% | 44,887 | Added |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $10.4M | 3.56% | 256,711 | Added |
| 9 | DISV | DIMENSIONAL ETF TRUST | $7.3M | 2.48% | 181,154 | Added |
| 10 | DFAU | DIMENSIONAL ETF TRUST | $7.1M | 2.43% | 137,605 | Trimmed |
| 11 | DIHP | DIMENSIONAL ETF TRUST | $7.1M | 2.41% | 206,690 | Added |
| 12 | DCOR | DIMENSIONAL ETF TRUST | $5.8M | 1.98% | 70,691 | Added |
| 13 | DFCF | DIMENSIONAL ETF TRUST | $4.4M | 1.49% | 103,408 | Added |
| 14 | DFEV | DIMENSIONAL ETF TRUST | $4.1M | 1.39% | 95,185 | Added |
| 15 | DEHP | DIMENSIONAL ETF TRUST | $4.1M | 1.39% | 95,493 | Added |
| 16 | DFUV | DIMENSIONAL ETF TRUST | $3.8M | 1.29% | 68,612 | Trimmed |
| 17 | DFGR | DIMENSIONAL ETF TRUST | $3.5M | 1.18% | 119,727 | Added |
| 18 | DFSD | DIMENSIONAL ETF TRUST | $2.7M | 0.93% | 56,922 | Added |
| 19 | DFGX | DIMENSIONAL ETF TRUST | $2.5M | 0.87% | 47,544 | Added |
| 20 | SPYG | SPDR SERIES TRUST | $2.4M | 0.82% | 20,230 | Trimmed |
| 21 | SPYV | SPDR SERIES TRUST | $2.3M | 0.79% | 38,027 | Trimmed |
| 22 | AAPL | APPLE INC | $2.3M | 0.78% | 7,856 | Added |
| 23 | DFAX | DIMENSIONAL ETF TRUST | $2.3M | 0.77% | 61,439 | Trimmed |
| 24 | TSLA | TESLA INC | $2.2M | 0.74% | 5,172 | Trimmed |
| 25 | DFSU | DIMENSIONAL ETF TRUST | $2.1M | 0.70% | 44,189 | Added |
Source: SEC Form 13F filings · as of 2026-06-30