Northwest Wealth Advisors, LLC

CIK

2094564

Location

BELLINGHAM, WA

Portfolio Value

Micro $13,864,162

Diversification

Highly concentrated

Filing Date

Global Rank

#7,594 / 8,232 ▲ 140

Top Industry

Insurance - Diversified 40.3%

3Y Alpha vs SPY

-23.3%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+2.3%

SPY

+9.1%

Annualised alpha

-23.3%

Max drawdown

−8.5%

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

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

Top Position

37.0%

+1.6 pts

Top 5

90.9%

−0.4 pts

Top 10

100.0%

0.0 pts

HHI

2,513

Highly concentrated−102

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.3%	$6,001,360	3
Financial Services	38.9%	$5,397,663	2
Unclassified	8.3%	$1,154,918	2
Consumer Defensive	6.4%	$890,808	1
Consumer Cyclical	1.6%	$217,017	1
Healthcare	1.5%	$202,396	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
COST	Costco Wholesale Corp /New	+33	894	$890,808
AMZN	Amazon Com Inc	+15	1,042	$217,017
SPY	Spdr S&P 500 ETF Trust	+1	481	$312,813
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−268	5,959	$1,512,334
QQQ	Invesco Qqq Trust, Series 1	−131	1,459	$842,105
MSFT	Microsoft Corp	−103	11,424	$4,228,822
NVDA	Nvidia Corp	−78	1,492	$260,204
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
JNJ	Johnson & Johnson	828	$202,396
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
MELI	Mercadolibre Inc	110	$221,568
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $13,864,162 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Held	10,701	0	$5,127,919	−4.7%	36.99%
MSFT	Microsoft Corp Technology	Reduced	11,424	-103	$4,228,822	−24.1%	30.50%
AAPL	Apple Inc. Technology	Reduced	5,959	-268	$1,512,334	−10.7%	10.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	894	+33	$890,808	+20.0%	6.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,459	-131	$842,105	−13.8%	6.07%
SPY	Spdr S&P 500 ETF Trust	Added	481	+1	$312,813	−4.4%	2.26%
JPM	Jpmorgan Chase & Co Financial Services	Held	917	0	$269,744	−8.7%	1.95%
NVDA	Nvidia Corp Technology	Reduced	1,492	-78	$260,204	−11.1%	1.88%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,042	+15	$217,017	−8.5%	1.57%
JNJ	Johnson & Johnson Healthcare	NEW	828	NEW	$202,396	NEW	1.46%