Northwest Wealth Advisors, LLC

Institutional manager·CIK 0002094564

Annual return

—

SPY

—

Alpha

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Invested

$140M

Holdings

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$SPYG

SPDR SERIES TRUST

Q4 2025: New position (128.5k shares)

10.5%

$ILCV

ISHARES TR

Q4 2025: New position (130.6k shares)

10.3%

$IMCB

ISHARES TR

Q4 2025: New position (118.0k shares)

8.5%

$SPYV

SPDR SERIES TRUST

Q4 2025: New position (170.1k shares)

7.5%

$INTF

ISHARES TR

Q4 2025: New position (171.4k shares)

5.4%

$FELG

FIDELITY COVINGTON TRUST

Q4 2025: New position (168.0k shares)

5.1%

$TVAL

T ROWE PRICE ETF INC

Q4 2025: New position (145.6k shares)

4.6%

$BRK/B

BERKSHIRE HATHAWAY INC DEL

Q4 2025: New position (10.7k shares)

3.7%

$FTEC

FIDELITY COVINGTON TRUST

Q4 2025: New position (18.3k shares)

3.2%

$SPDW

SPDR INDEX SHS FDS

Q4 2025: New position (85.3k shares)

3.2%

See all 64 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:37 UTC.