Northwest Wealth Advisors, LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.9% | $6,439,421 |
| Financial Services | 37.2% | $5,706,586 |
| Unclassified | 9.9% | $1,522,708 |
| Consumer Defensive | 5.7% | $876,535 |
| Industrials | 2.1% | $325,317 |
| Consumer Cyclical | 1.7% | $263,842 |
| Healthcare | 1.4% | $216,128 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +249 | 11,673 | $4,354,262 | |
| NVDA | Nvidia Corp | +164 | 1,656 | $331,349 | |
| JPM | Jpmorgan Chase & Co | +126 | 1,043 | $341,405 | |
| QQQ | Invesco Qqq Trust, Series 1 | +121 | 1,580 | $1,163,512 | |
| AAPL | Apple Inc. | +102 | 6,061 | $1,753,810 | |
| AMZN | Amazon Com Inc | +65 | 1,107 | $263,842 | |
| COST | Costco Wholesale Corp /New | +43 | 937 | $876,535 | |
| JNJ | Johnson & Johnson | +23 | 851 | $216,128 | |
| BRK-B | Berkshire Hathaway Inc | +21 | 10,722 | $5,365,181 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 1,904 | $325,317 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | 3,879 | $834,217 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 10,722 | $5,365,181 | 34.95% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 11,673 | $4,354,262 | 28.37% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,061 | $1,753,810 | 11.43% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,580 | $1,163,512 | 7.58% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 937 | $876,535 | 5.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 481 | $359,196 | 2.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,043 | $341,405 | 2.22% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,656 | $331,349 | 2.16% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 1,904 | $325,317 | 2.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,107 | $263,842 | 1.72% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 851 | $216,128 | 1.41% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.