Northwest Wealth Advisors, LLC
•CIK: 2094564•Filing: Q4 2025
Northwest Wealth Advisors, LLC manages $128M across a diversified portfolio of 61 positions. The fund exhibits notable concentration in technology and growth sectors, with top holdings including SPYG at $13.7M and ILCV at $12.3M. Further significant allocations are directed toward IMCB ($9.8M), SPYV ($9.7M), and FELG ($7.0M). This positioning suggests a tactical focus on established market leaders and thematic growth areas.
Total AUM
$128.5M
QoQ Performance
N/A
Positions
31
Top 10 Concentration
61.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG
ILCV
IMCB
SPYV
FELG
INTF
SPYG10.7%
ILCV9.6%
IMCB7.6%
SPYV7.5%
FELG5.5%
INTF5.0%
MSFT4.3%
BRK/B4.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other88.3%
Technology5.9%
Financial4.4%
Consumer0.8%
ETF0.6%