Wealth Advisors Northwest LLC
Q1 2025 13F Holdings
- Locationportland, OR
- Num holdings
55
- Value ($000)
$157,851
- Date Filed04/16/2025
- Form type13F-HR
- CIK0002053892
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $39.73M | 25 % | 1,204,370 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $12.84M | 8 % | 462,375 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $12.09M | 8 % | 429,342 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $11.11M | 7 % | 335,104 | ||
AMZN AMAZON COM INC | COM | 023135106 | $8.56M | 5 % | 45,003 | ||
DFGP DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $7.56M | 5 % | 141,524 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.06M | 4 % | 157,660 | ||
DGCB DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | $5.89M | 4 % | 110,775 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $5.29M | 3 % | 181,503 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $5.12M | 3 % | 193,540 |
Rows Per Page
10
- 10
- 50
- 100