Wealth Advisors Northwest LLC

CIK

2053892

Location

PORTLAND, OR

Portfolio Value

Micro $20,006,475

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,724 / 8,592 ▲ 17

Top Industry

Internet Retail 45.3%

3Y Alpha vs SPY

-8.5%

Period ended 3 months ago

Filed Apr 9, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+12.9%

SPY

+24.9%

Annualised alpha

-8.5%

Max drawdown

−25.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

45.3%

−1.5 pts

Top 5

76.2%

−1.9 pts

Top 10

91.5%

+0.9 pts

HHI

2,370

Moderately concentrated−127

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	55.1%	$11,023,021	2
Technology	21.7%	$4,339,658	5
Communication Services	9.6%	$1,912,218	3
Financial Services	6.1%	$1,211,417	3
Energy	3.7%	$746,164	1
Consumer Defensive	2.6%	$517,147	1
Healthcare	1.3%	$256,850	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+235	2,129	$658,946
JPM	Jpmorgan Chase & Co	+6	2,069	$608,617
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−2,380	43,561	$9,072,449
MSFT	Microsoft Corp	−179	2,644	$978,729
AAPL	Apple Inc.	−48	7,341	$1,863,072
HPQ	Hp Inc	−27	16,141	$310,068
GOOGL	Alphabet Inc.	−27	1,114	$320,341
META	Meta Platforms, Inc.	−22	359	$205,394
XOM	Exxon Mobil Corp	−20	4,398	$746,164
V	Visa Inc.	−14	1,059	$320,072
COST	Costco Wholesale Corp /New	−10	519	$517,147
BRK-B	Berkshire Hathaway Inc	−8	590	$282,728
AMGN	Amgen Inc	−3	730	$256,850
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
LLY	ELI LILLY & Co	214	$229,981
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 positions · $20,006,475 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	43,561	-2,380	$9,072,449	−14.4%	45.35%
TSLA	Tesla, Inc. Consumer Cyclical	Held	5,247	0	$1,950,572	−17.3%	9.75%
AAPL	Apple Inc. Technology	Reduced	7,341	-48	$1,863,072	−7.3%	9.31%
NFLX	Netflix Inc Communication Services	Held	14,420	0	$1,386,483	+2.5%	6.93%
MSFT	Microsoft Corp Technology	Reduced	2,644	-179	$978,729	−28.3%	4.89%
XOM	Exxon Mobil Corp Energy	Reduced	4,398	-20	$746,164	+40.3%	3.73%
AVGO	Broadcom Inc. Technology	Added	2,129	+235	$658,946	+0.5%	3.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,069	+6	$608,617	−8.4%	3.04%
HPE	Hewlett Packard Enterprise Co Technology	Held	22,211	0	$528,843	−0.9%	2.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	519	-10	$517,147	+13.4%	2.58%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,114	-27	$320,341	−10.3%	1.60%
V	Visa Inc. Financial Services	Reduced	1,059	-14	$320,072	−14.9%	1.60%
HPQ	Hp Inc Technology	Reduced	16,141	-27	$310,068	−13.9%	1.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	590	-8	$282,728	−5.9%	1.41%
AMGN	Amgen Inc Healthcare	Reduced	730	-3	$256,850	+7.1%	1.28%
META	Meta Platforms, Inc. Communication Services	Reduced	359	-22	$205,394	−18.3%	1.03%