NORTHWEST WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
NORTHWEST WEALTH MANAGEMENT, LLC disclosed 291 stock positions in a recent SEC 13F filing. $757,851,455 of stock holdings were filed, with the largest holdings including VGIT, ITOT, and DFAC. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,031,354,549 and has 26 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
291Est. Stock Holding Value:
$757,851,455Top Stock Holdings By Sector
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Portfolio Stock Holdings - NORTHWEST WEALTH MANAGEMENT, LLC
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