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Wealth Advisors Northwest - Q2 2026 13F Filings

WE

Wealth Advisors Northwest LLC

CIK: 0002053892
Address: Oregon Portland 9400 Sw Barnes Road Suite 309
$293.22 M
Portfolio Value
65
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DFGP Dimensional Global Core Plus Fixed Income Etf
+$11.32 M
2. DGCB Dimensional Global Credit Etf
+$5.54 M
3. DFAC Dimensional Us Core Equity 2 Etf
+$3.46 M
4. DUHP Dimensional Us High Profitability Etf
+$1.31 M
5. DCOR Dimensional Us Core Equity 1 Etf
+$1.21 M

Top Sells

Q2 2026
1. DFAU Dimensional Us Core Equity Market Etf
−$576,550.14
2. SPSB Spdr Portfolio Short Term Corporate Bond Etf
−$218,557
3. DFUV Dimensional Us Marketwide Value Etf
−$124,707.43
4. SPYV Spdr Portfolio S&P 500 Value Etf
−$90,211.45
5. DFAI Dimensional International Core Equity Market Etf
−$89,800.27

Asset Allocation

Stocks/ETFs
+22.98%
$293.22 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Wealth Advisors Northwest Q2 2026 Filing Summary

Wealth Advisors Northwest LLC filed its 13F report for Q2 2026 on July 14, 2026. The portfolio totaled 293.22 M reflecting a +22.98% change from the prior quarter, spanning 65 assets. The top 10 holdings comprised 74.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Wealth Advisors Northwest’s Q2 2026 Filing

Wealth Advisors Northwest submitted their Form 13F-HR for the Q2 2026 period on 07/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Wealth Advisors Northwest reported a managed portfolio value of 293.22 M, consisting of 65 individual positions.

This page displays the raw filing documents. To see which stocks Wealth Advisors Northwest bought or sold during Q2 2026, please visit Wealth Advisors Northwest's Portfolio Analysis page.