Universe · entity
NORTHWEST WEALTH MANAGEMENT, LLC
Institutional manager (13F) · CIK 1695344
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $560M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $62M | 1,039,280 |
| 2 | ISHARES TR | $54M | 377,533 |
| 3 | DIMENSIONAL ETF TRUST | $52M | 1,326,887 |
| 4 | VANGUARD MALVERN FDS | $27M | 546,717 |
| 5 | DIMENSIONAL ETF TRUST | $27M | 554,913 |
| 6 | VANGUARD INDEX FDS | $26M | 79,533 |
| 7 | AMERICAN CENTY ETF TR | $24M | 245,336 |
| 8 | AMERICAN CENTY ETF TR | $22M | 196,951 |
| 9 | ISHARES TR | $20M | 244,510 |
| 10 | VANGUARD SCOTTSDALE FDS | $15M | 253,161 |
| 11 | DIMENSIONAL ETF TRUST | $13M | 180,675 |
| 12 | DIMENSIONAL ETF TRUST | $12M | 345,770 |
| 13 | DIMENSIONAL ETF TRUST | $11M | 214,245 |
| 14 | AMERICAN CENTY ETF TR | $11M | 133,328 |
| 15 | DIMENSIONAL ETF TRUST | $11M | 271,944 |
| 16 | AMERICAN CENTY ETF TR | $10M | 122,434 |
| 17 | NVIDIA CORPORATION | $10M | 57,794 |
| 18 | APPLE INC | $10M | 38,786 |
| 19 | AMERICAN CENTY ETF TR | $9M | 141,788 |
| 20 | AMERICAN CENTY ETF TR | $9M | 78,609 |
| 21 | DIMENSIONAL ETF TRUST | $7M | 135,865 |
| 22 | DIMENSIONAL ETF TRUST | $7M | 104,585 |
| 23 | DIMENSIONAL ETF TRUST | $6M | 194,569 |
| 24 | TESLA INC | $6M | 16,662 |
| 25 | ISHARES INC | $6M | 83,877 |
| 26 | SPDR SERIES TRUST | $6M | 61,535 |
| 27 | EA SERIES TRUST | $6M | 220,481 |
| 28 | BERKSHIRE HATHAWAY INC DEL | $5M | 10,764 |
| 29 | VANGUARD TAX-MANAGED FDS | $5M | 79,409 |
| 30 | DIMENSIONAL ETF TRUST | $5M | 123,883 |
| 31 | DIMENSIONAL ETF TRUST | $5M | 111,003 |
| 32 | ISHARES TR | $5M | 62,302 |
| 33 | AMAZON COM INC | $4M | 21,376 |
| 34 | DIMENSIONAL ETF TRUST | $4M | 121,426 |
| 35 | DIMENSIONAL ETF TRUST | $4M | 116,673 |
| 36 | ISHARES TR | $4M | 20,676 |
| 37 | CASEYS GEN STORES INC | $4M | 5,252 |
| 38 | DIMENSIONAL ETF TRUST | $4M | 112,734 |
| 39 | MICROSOFT CORP | $4M | 9,912 |
| 40 | DIMENSIONAL ETF TRUST | $3M | 124,103 |
| 41 | SPDR INDEX SHS FDS | $3M | 66,903 |
| 42 | WALMART INC | $3M | 24,544 |
| 43 | EATON CORP PLC | $3M | 8,358 |
| 44 | DIMENSIONAL ETF TRUST | $3M | 82,929 |
| 45 | DIMENSIONAL ETF TRUST | $3M | 85,295 |
| 46 | VANGUARD INDEX FDS | $3M | 14,680 |
| 47 | VANGUARD INDEX FDS | $3M | 12,837 |
| 48 | ALPHABET INC | $2M | 8,352 |
| 49 | JPMORGAN CHASE & CO | $2M | 7,773 |
| 50 | SPDR SERIES TRUST | $2M | 27,523 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.