Northwest Wealth Advisors, LLC ETF holdings
Bellingham, WA
Reported $160.2M in 57 ETFs in its Form 13F for June 30, 2026.
ETF value
$160.2M
ETFs held
57
Change from prior quarter
+25.9%
With price moves
ETFs as a share of its 13F
92.1%
of $174.0M
Top 10 of 57 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $20.5M | 172,661 | +21,834 shares |
| ILCV | iShares Morningstar Value ETF | $17.5M | 172,952 | +18,442 shares |
| IMCB | iShares Morningstar Mid-Cap ETF | $15.8M | 163,319 | +20,202 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $11.4M | 187,942 | +1,825 shares |
| FELG | Fidelity Enhanced Large Cap Growth ETF | $9.1M | 208,418 | +17,251 shares |
| INTF | iShares International Equity Factor ETF | $8.7M | 212,566 | +18,473 shares |
| TVAL | T. Rowe Price Value ETF | $8.6M | 205,589 | +27,713 shares |
| TGRT | T. Rowe Price Growth ETF | $6.7M | 147,514 | +37,614 shares |
| FTEC | Fidelity MSCI Information Technology Index ETF | $6.5M | 22,746 | +1,283 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $5.2M | 102,944 | +5,488 shares |
47 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002094564. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Northwest Wealth Advisors, LLC own?
Northwest Wealth Advisors, LLC reported 57 ETF positions worth $160.2M in its Form 13F for June 30, 2026. The largest was SPYG, at $20.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.