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
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$49.17M
24 %

1,274,907

DFSV
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$15.99M
8 %

502,244

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$15.80M
8 %

481,794

DUHP
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$13.17M
6 %

348,616

DFGP
DFGP

DIMENSIONAL ETF TRUST

GLOBAL CORE PLUS
$12.93M
6 %

232,638

DGCB
DGCB

DIMENSIONAL ETF TRUST

GLOBAL CR ETF
$10.80M
5 %

194,840

AMZN
AMZN

AMAZON COM INC

COM
$9.92M
5 %

45,161

DFAU
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$7.92M
4 %

173,133

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$6.93M
3 %

216,173

DISV
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
$6.11M
3 %

171,153

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