Wealth Advisors Northwest LLC

Q3 2025 13F Holdings

  • Location
    portland, OR
  • Num holdings

    62

  • Value ($000)

    $206,798

  • Date Filed
    10/09/2025
  • Form type
    13F-HR
  • CIK
    0002053892
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$49.17M
24 %

1,274,907

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$15.99M
8 %

502,244

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$15.80M
8 %

481,794

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$13.17M
6 %

348,616

D
DFGP

DIMENSIONAL ETF TRUST

GLOBAL CORE PLUS
25434V583
$12.93M
6 %

232,638

D
DGCB

DIMENSIONAL ETF TRUST

GLOBAL CR ETF
25434V567
$10.80M
5 %

194,840

A
AMZN

AMAZON COM INC

COM
023135106
$9.92M
5 %

45,161

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$7.92M
4 %

173,133

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$6.93M
3 %

216,173

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$6.11M
3 %

171,153

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