NORTHWEST WEALTH MANAGEMENT, LLC
•CIK: 1695344•Filing: Q4 2025
**NORTHWEST WEALTH MANAGEMENT, LLC** manages $636M across a diversified portfolio of 246 positions. The strategy shows a significant allocation to fixed income and broad market exposure, highlighted by top holdings in VGIT ($56.0M) and ITOT ($51.1M). Further concentration is observed in sector-specific plays, including DFAC ($49.9M) and VTI ($26.6M). This structure suggests a core focus on income generation and broad equity market participation.
Total AUM
$635.5M
QoQ Performance
+4.8%
Positions
171
Top 10 Concentration
49.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VGIT
ITOT
DFAC
VGIT8.8%
ITOT8.0%
DFAC7.9%
VTI4.2%
VTIP3.9%
DFSD3.6%
AVDV3.6%
IDEV3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.4%
Technology5.7%
Consumer2.4%
Financial2.1%
Industrial0.6%
ETF0.6%
Healthcare0.6%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+33 more exited positions
Changes from Q3 2025
NEW19 new positions
↑78 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023