SEC Form 13F

NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings

Inspect NORTHWEST WEALTH MANAGEMENT, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-14T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-14
Reported value
$758,111,652
Positions
265

Read this manager's filing book

Step 1 of 3

Disclosed positions

NORTHWEST WEALTH MANAGEMENT, LLC: source evidence dated 2026-07-14T03:59:59.999Z.

Issuer
VANGUARD SCOTTSDALE FDS
Ticker
VGIT
Class
INTER TERM TREAS
Reported value
$69,596,734
Reported amount
1,180,006
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001695344-26-000004
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
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Disclosed positions

See the complete disclosed positions
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$69,596,7341,180,006SHNone
ISHARES TRITOTCORE S&P TTL STK$66,336,992403,829SHNone
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$59,813,2611,348,360SHNone
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$30,568,266640,173SHNone
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$30,103,073599,305SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$28,240,59576,318SHNone
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$26,687,846258,980SHNone
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$26,513,368212,515SHNone
ISHARES TRIDEVCORE MSCI INTL$22,990,029258,286SHNone
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$15,280,644376,000SHNone
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$14,965,714257,143SHNone
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$14,435,818176,175SHNone
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$12,417,951128,697SHNone
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$11,876,824287,923SHNone
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$11,694,942216,493SHNone
NVIDIA CORPORATIONNVDACOM$11,542,71457,688SHNone
APPLE INCAAPLCOM$11,359,81939,258SHNone
AMERICAN CENTY ETF TRAVSCAVAN US SMAL ETF$10,932,545149,067SHNone
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$10,882,020121,996SHNone
AMERICAN CENTY ETF TRAVUSUS EQT ETF$9,688,03575,640SHNone
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$7,653,376139,127SHNone
TESLA INCTSLACOM$7,450,08817,713SHNone
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$7,150,052102,290SHNone
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$7,003,031205,217SHNone
ISHARES INCIEMGCORE MSCI EMKT$6,743,05881,399SHNone
SPDR SERIES TRUSTSLYVST STR SP600SM C$6,621,19760,684SHNone
EA SERIES TRUSTBSVOBRID OMN SMA ETF$6,389,450218,894SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$5,626,68211,245SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$5,511,39277,353SHNone
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$5,187,623124,314SHNone
AMAZON COM INCAMZNCOM$5,081,17021,319SHNone
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$4,811,476113,989SHNone
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$4,779,150119,092SHNone
ISHARES TREFVEAFE VALUE ETF$4,758,56762,163SHNone
ISHARES TRIWNRUS 2000 VAL ETF$4,573,53120,676SHNone
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$4,466,979119,887SHNone
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$4,290,647106,706SHNone
CASEYS GEN STORES INCCASYCOM$4,209,0795,296SHNone
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$3,664,427126,490SHNone
MICROSOFT CORPMSFTCOM$3,495,6889,371SHNone
EATON CORP PLCETNSHS$3,451,9988,101SHNone
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$3,235,18964,203SHNone
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$3,111,77284,467SHNone
VANGUARD INDEX FDSVBRSM CP VAL ETF$3,083,67012,691SHNone
MICRON TECHNOLOGY INCMUCOM$3,080,8002,669SHNone
VANGUARD INDEX FDSVTVVALUE ETF$3,063,85114,059SHNone
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$3,018,85877,826SHNone
ALPHABET INCGOOGCAP STK CL C$2,898,9058,205SHNone
WALMART INCWMTCOM$2,697,06923,813SHNone
JPMORGAN CHASE & COJPMCOM$2,558,9327,818SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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