Northwest Wealth Management, LLC
Northwest Wealth Management, LLC is a registered investment adviser headquartered in Spencer, Iowa, United States. Founded in 2011, the firm serves over 4,000 client accounts including individuals (both high net worth and others), charitable organizations, and some corporations. Employing 24 professionals, the firm primarily acts as an investment adviser focused on constructing and managing investment portfolios and providing financial planning solutions tailored to client objectives.
Investment Strategy
Northwest Wealth Management, LLC provides discretionary investment management services, focusing mainly on public equities, mutual funds, and other securities. Their investment approach emphasizes strategic asset allocation for individuals, high net worth clients, charitable organizations, and select businesses. They aim to build diversified portfolios and adjust holdings based on risk tolerance and long-term goals, prioritizing personalized financial planning, active portfolio oversight, and fiduciary responsibility. Major holdings include prominent technology companies such as Apple, Nvidia, Microsoft, and Amazon.
Top Holdings
Equity Positions (219)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 8.09% | $49.1M | 1,271,967 | $26.00 | $38.57 | +$3.1M |
V VGIT | VANGUARD SCOTTSDALE FDS | 8.07% | $49.0M | 816,131 | $59.26 | $60.03 | +$2.9M |
I ITOT | ISHARES TR | 7.85% | $47.6M | 327,122 | $110.20 | $145.65 | +$5.2M |
V VTI | VANGUARD INDEX FDS | 4.56% | $27.7M | 84,386 | $179.83 | $328.17 | +$1.2M |
A AVDV | AMERICAN CENTY ETF TR | 3.75% | $22.7M | 255,510 | $62.40 | $89.03 | +$2.1M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M MARA | MARA HOLDINGS INC | New | Call | $328 | 8 | $18.26 | $18.26 | +8 | +$328 |
P PII | POLARIS INC | New | Put | $185 | 2 | $58.13 | $58.13 | +2 | +$185 |