Northwest Wealth Advisors, LLC
CIK
2094564
Location
BELLINGHAM, WA
Portfolio Value
Micro
$6,001,360
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 43.3% | $6,001,360 |
| Financial Services | 38.9% | $5,397,663 |
| Unclassified | 8.3% | $1,154,918 |
| Consumer Defensive | 6.4% | $890,808 |
| Consumer Cyclical | 1.6% | $217,017 |
| Healthcare | 1.5% | $202,396 |
Last Quarter's Activity
Export CSVNew 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. | ||||
3 positions ·
$6,001,360 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,424 | $4,228,822 | 70.46% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,959 | $1,512,334 | 25.20% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,492 | $260,204 | 4.34% |