Universe · entity

Northwest Quadrant Wealth Management, LLC

Institutional manager (13F) · CIK 1697767
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $477M
#IssuerValueShares
1SCHWAB STRATEGIC TR$136M5,294,584
2ISHARES TR$58M1,135,747
3ISHARES TR$57M632,469
4SCHWAB STRATEGIC TR$50M1,642,886
5VANGUARD INDEX FDS$50M173,409
6VANGUARD INDEX FDS$30M136,500
7ISHARES TR$28M250,585
8ISHARES TR$26M208,071
9VANGUARD INDEX FDS$5M53,293
10APPLE INC$4M17,253
11COSTCO WHOLESALE CORPORATION$3M2,677
12BERKSHIRE HATHAWAY INC DEL$3M5,517
13CATERPILLAR INC$3M3,647
14ELI LILLY & CO$2M2,490
15ALPHABET INC$2M7,318
16AMAZON COM INC$2M8,378
17VANGUARD INDEX FDS$1M4,493
18CHEVRON CORPORATION$1M6,938
19DEERE & CO$1M2,280
20JOHNSON & JOHNSON$1M4,354
21MICROSOFT CORP$978k2,643
22CUMMINS INC$888k1,651
23STATE STR SPDR S&P 500 ETF T$868k1,334
24LOCKHEED MARTIN CORP$751k1,243
25EXXON MOBIL CORP$720k4,241
26CISCO SYS INC$709k9,139
27MASTERCARD INCORPORATED$687k1,374
28PACCAR INC$597k5,169
29PROCTER & GAMBLE CO$589k4,075
30ALPHABET INC$577k2,010
31AUTOMATIC DATA PROCESSING IN$534k2,628
32ISHARES TR$531k1,246
33PEPSICO INC$500k3,221
34PHILIP MORRIS INTL INC$484k2,930
35ABBVIE INC$426k1,960
36BROADCOM INC$410k1,326
37HUBBELL INC$368k750
38MERCK & CO INC$362k3,007
39UNION PAC CORP$361k1,486
40JPMORGAN CHASE & CO$358k1,218
41TRAVELERS COMPANIES INC$342k1,173
42NVIDIA CORPORATION$336k1,926
43VANGUARD TAX-MANAGED FDS$321k5,011
44BANK AMERICA CORP$320k6,573
45AMERICAN EXPRESS CO$317k1,049
46GOLDMAN SACHS GROUP INC$316k374
47PHILLIPS 66$315k1,728
48ISHARES TR$299k1,401
49RTX CORPORATION$296k1,535
50GE AEROSPACE$295k1,041
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.