Wealth Advisors Northwest LLC
Q2 2025 13F Holdings
- Locationportland, OR
- Num holdings
61
- Value ($000)
$189,799
- Date Filed07/24/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $46.85M | 25 % | 1,307,267 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $15.09M | 8 % | 512,589 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $14.08M | 7 % | 452,767 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $12.41M | 7 % | 348,916 | ||
DFGP DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $10.91M | 6 % | 200,222 | ||
AMZN AMAZON COM INC | COM | 023135106 | $9.73M | 5 % | 44,354 | ||
DGCB DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | $8.90M | 5 % | 164,186 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $7.15M | 4 % | 168,837 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $6.24M | 3 % | 210,138 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $5.84M | 3 % | 177,547 |
Rows Per Page
10
- 10
- 50
- 100