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Manager record

Northwest Wealth Advisors, LLC

Bellingham, WA · CIK 2094564 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$174.04MReported 13F valueQ2 2026 · as filed
66Holdings listed
+24.3%vs prior quartervalue change includes market moves
3Quarters on record
Jul 23Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $128.5M$128.5MQ4 202561 holdingsQ1 2026: $140.0M$140.0MQ1 202664 holdingsQ2 2026: $174.0M$174.0MQ2 202666 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 23 2026 13F-HR · period Q2 2026

$174.04M · 66 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$140.01M · 64 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$128.48M · 61 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 23, 2026 · Change methodology