Wealth Advisors Northwest LLC
CIK
2053892
Location
PORTLAND, OR
Portfolio Value
Micro
$19,260,311
Diversification
Highly concentrated
Filing Date
Global Rank
#7,747
/ 8,603
▲ 7
· as of Mar 2026
Top Industry
Internet Retail
47.1%
3Y Alpha vs SPY
-8.7%
Period ended 3 months ago
Filed Apr 9, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.6%
SPY
+24.0%
Annualised alpha
-8.5%
Max drawdown
−26.0%
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
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
47.1%
−0.8 pts
Top 5
79.2%
−0.8 pts
Top 10
92.9%
+0.7 pts
HHI
2,542
Highly concentrated−70
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 57.2% | $11,023,021 |
| Technology | 22.5% | $4,339,658 |
| Communication Services | 9.9% | $1,912,218 |
| Financial Services | 6.3% | $1,211,417 |
| Consumer Defensive | 2.7% | $517,147 |
| Healthcare | 1.3% | $256,850 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| 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 quarterNo 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. | ||||
15 positions ·
$19,260,311 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 43,561 | $9,072,449 | 47.10% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 5,247 | $1,950,572 | 10.13% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,341 | $1,863,072 | 9.67% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 14,420 | $1,386,483 | 7.20% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,644 | $978,729 | 5.08% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,129 | $658,946 | 3.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,069 | $608,617 | 3.16% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Held | 22,211 | $528,843 | 2.75% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 519 | $517,147 | 2.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,114 | $320,341 | 1.66% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,059 | $320,072 | 1.66% | |
| HPQ |
Hp Inc
Technology
|
Reduced | 16,141 | $310,068 | 1.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 590 | $282,728 | 1.47% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 730 | $256,850 | 1.33% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 359 | $205,394 | 1.07% |