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Wealth Advisors Northwest - Q4 2025 13F Filings

WE

Wealth Advisors Northwest LLC

CIK: 0002053892
Address: Oregon Portland 9400 Sw Barnes Road Suite 309
$225.49 M
Portfolio Value
56
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFAC Dimensional Us Core Equity 2 Etf
+$3.87 M
2. DFGP Dimensional Global Core Plus Fixed Income Etf
+$3.37 M
3. DUHP Dimensional Us High Profitability Etf
+$1.72 M
4. DGCB Dimensional Global Credit Etf
+$1.61 M
5. DFIC Dimensional International Core Equity 2 Etf
+$1.28 M

Top Sells

Q4 2025
1. DFAU Dimensional Us Core Equity Market Etf
−$567,121.35
2. VUG Vanguard Growth Etf
−$313,380
3. SCHF Schwab International Equity Etf
−$254,223
4. HD The Home Depot
−$235,333
5. WMT Walmart
−$231,928

Asset Allocation

Stocks/ETFs
+8.94%
$221.71 M 98.33%
Options
$0 0.00%
Debt
$0 0.00%
Other
+14.94%
$3.78 M 1.67%

Sector Allocation (Stocks)

Wealth Advisors Northwest Q4 2025 Filing Summary

Wealth Advisors Northwest LLC filed its 13F report for Q4 2025 on January 15, 2026. The portfolio totaled 225.49 M reflecting a +9.04% change from the prior quarter, spanning 56 assets. The top 10 holdings comprised 74.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 7 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Wealth Advisors Northwest’s Q4 2025 Filing

Wealth Advisors Northwest submitted their Form 13F-HR for the Q4 2025 period on 01/15/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Wealth Advisors Northwest reported a managed portfolio value of 225.49 M, consisting of 56 individual positions.

This page displays the raw filing documents. To see which stocks Wealth Advisors Northwest bought or sold during Q4 2025, please visit Wealth Advisors Northwest's Portfolio Analysis page.