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Northwest Capital Management Inc.
CIK:0001730404
Investment Adviser
$8B AUM
252 holdings
Lake Oswego, OR, USA
Northwest Capital Management Inc. offers financial planning and investment advisory services through a team of professionals.
Investment Strategy
Not specifically detailed in the search results
Latest 13F Filing Activity
Northwest Capital Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 251 equity positions with a total 13F market value of $95M. The fund increased holdings in Global X FDS, Nvidia Corporation, Ssga Active Etf TR among other positions. Northwest Capital Management Inc. reduced exposure to Schwab Strategic TR, Microsoft Corp., Vanguard Index FDS among others.
Top Buys
Top Holdings
Equity Positions (251)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 8.63% | $8.2M | 311,639 | $16.89 | $26.34 | -$1.8M |
A AAPL | APPLE INC | 7.31% | $7.0M | 27,297 | $86.43 | $254.63 | -$1.4M |
M MSFT | MICROSOFT CORP | 7.19% | $6.8M | 13,192 | $166.58 | $517.95 | -$8.0M |
P PG | PROCTER AND GAMBLE CO | 4.70% | $4.5M | 29,087 | $122.82 | $153.65 | -$331.0K |
E EFV | ISHARES TR | 4.58% | $4.4M | 64,239 | $51.84 | $67.83 | -$1.5M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+7.6%
ELECTRONIC COMPUTERS
+7.3%
SOAP, DETERGENTS, CLEANG PREPARATIONS, PERFUMES, COSMETICS
+4.7%
SEMICONDUCTORS & RELATED DEVICES
+1.5%
SERVICES-BUSINESS SERVICES, NEC
+1.4%
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