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Wealth Advisors Northwest LLC

Q2 2026 13F Holdings

  • Location
    portland, OR
  • Num holdings

    65

  • Value ($000)

    $293,224

  • Date Filed
    07/14/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
25434V708
$70.31M
24 %

1,584,943

D
DFGP

DIMENSIONAL ETF TRUST

GLOB CO PLUS ETF
25434V583
$29.32M
10 %

538,423

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V815
$21.92M
8 %

565,017

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$21M
7 %

563,696

D
DGCB

DIMENSIONAL ETF TRUST

GLOBAL CR ETF
25434V567
$20.9M
7 %

382,291

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROF ETF
25434V831
$18.95M
7 %

454,027

A
AMZN

AMAZON COM INC

COM
023135106
$10.7M
4 %

44,887

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$10.43M
4 %

256,711

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$7.27M
3 %

181,154

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$7.11M
2 %

137,605

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