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The Analysis of Wealth Advisors Northwest LLC's Holdings & P&L

Currently, Wealth Advisors Northwest LLC holds 57 types of securities in its portfolio with a total value $238.4M. In the most recent quarter, they have increased their positions in DFAC (+134.2K shares, valued at $5.2M), DGCB (+56.4K shares, valued at $3.1M), DFGP (+35.7K shares, valued at $1.9M); decreased their positions in DFAU (-12.3K shares, valued at $553.0K), AMZN (-2.4K shares, valued at $495.7K), DISV (-4.2K shares, valued at $165.0K); initiated new positions in FMB (+5.4K shares, valued at $275.0K), SPSB (+7.3K shares, valued at $218.6K).

1M P&L

+7.4M+2.94%

3M P&L

+5.6M+2.22%

HY P&L

+22.9M+9.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A218.1M

92.2%

2Internet Retail9.1M

3.8%

3Auto Manufacturers2.0M

0.8%

Top Industries by Stock Count

1N/A40 stocks

76.9%

2Internet Retail1 stocks

1.9%

3Drug Manufacturers - General1 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.5M shares9.78%2026-03-312026-04-09

DFSV DIMENSIONAL ETF TRUST550.3K shares4.89%2026-03-312026-04-09

DFIC DIMENSIONAL ETF TRUST540.4K shares4.12%2026-03-312026-04-09

DFGP DIMENSIONAL ETF TRUST330.6K shares12.09%2026-03-312026-04-09

DUHP DIMENSIONAL ETF TRUST422.7K shares7.29%2026-03-312026-04-09

DGCB DIMENSIONAL ETF TRUST280.9K shares25.14%2026-03-312026-04-09

AMZN AMAZON COM INC43.6K shares-5.18%2026-03-312026-04-09

DFEM DIMENSIONAL ETF TRUST252.4K shares4.94%2026-03-312026-04-09

Sponsored

DISV DIMENSIONAL ETF TRUST175.1K shares-2.33%2026-03-312026-04-09

DFAU DIMENSIONAL ETF TRUST148.8K shares-7.61%2026-03-312026-04-09

DIHP DIMENSIONAL ETF TRUST177.7K shares3.67%2026-03-312026-04-09

DFCF DIMENSIONAL ETF TRUST99.6K shares9.76%2026-03-312026-04-09

DCOR DIMENSIONAL ETF TRUST55.9K shares8.81%2026-03-312026-04-09

DFUV DIMENSIONAL ETF TRUST70.9K shares-0.55%2026-03-312026-04-09

DFEV DIMENSIONAL ETF TRUST92.2K shares1.60%2026-03-312026-04-09

DEHP DIMENSIONAL ETF TRUST90.0K shares-2.72%2026-03-312026-04-09

Sponsored

DFGR DIMENSIONAL ETF TRUST110.2K shares8.61%2026-03-312026-04-09

SPYV SPDR SERIES TRUST39.5K shares2.96%2026-03-312026-04-09

DFAX DIMENSIONAL ETF TRUST63.9K shares0.06%2026-03-312026-04-09

SPYG SPDR SERIES TRUST20.9K shares-0.46%2026-03-312026-04-09

DFSD DIMENSIONAL ETF TRUST42.3K shares2.90%2026-03-312026-04-09

DFGX DIMENSIONAL ETF TRUST37.6K shares24.78%2026-03-312026-04-09

TSLA TESLA INC5.2K shares0.00%2026-03-312026-04-09

DFAI DIMENSIONAL ETF TRUST48.7K shares-3.05%2026-03-312026-04-09

Sponsored

AAPL APPLE INC7.3K shares-0.65%2026-03-312026-04-09

DFSU DIMENSIONAL ETF TRUST40.6K shares7.71%2026-03-312026-04-09

NFLX NETFLIX INC.14.4K shares0.00%2026-03-312026-04-09

DFAS DIMENSIONAL ETF TRUST16.4K shares-0.44%2026-03-312026-04-09

DFAE DIMENSIONAL ETF TRUST34.1K shares-8.27%2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS22.2K shares-2.69%2026-03-312026-04-09

MSFT MICROSOFT CORP2.6K shares-6.34%2026-03-312026-04-09

DFSB DIMENSIONAL ETF TRUST17.5K shares7.04%2026-03-312026-04-09

Sponsored

VTI VANGUARD INDEX FDS2.7K shares6.68%2026-03-312026-04-09

XOM EXXON MOBIL CORP4.4K shares-0.45%2026-03-312026-04-09

BROADCOM INC BROADCOM INC2.1K shares12.41%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO2.1K shares0.29%2026-03-312026-04-09

DFSI DIMENSIONAL ETF TRUST14.3K shares14.51%2026-03-312026-04-09

VGT VANGUARD WORLD FD768 shares-0.13%2026-03-312026-04-09

HPE HEWLETT PACKARD ENTERPRISE C22.2K shares0.00%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION519 shares-1.89%2026-03-312026-04-09

Sponsored

SLYV SPDR SERIES TRUST4.3K shares-6.92%2026-03-312026-04-09

DFUS DIMENSIONAL ETF TRUST5.5K shares0.24%2026-03-312026-04-09

DFAT DIMENSIONAL ETF TRUST5.9K shares0.20%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.3K shares-0.93%2026-03-312026-04-09

SLYG SPDR SERIES TRUST3.6K shares4.50%2026-03-312026-04-09

SPEM SPDR INDEX SHS FDS6.9K shares-4.81%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.1K shares-2.37%2026-03-312026-04-09

V VISA INC1.1K shares-1.30%2026-03-312026-04-09

Sponsored

HP INC HP INC16.1K shares-0.17%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL590 shares-1.34%2026-03-312026-04-09

DFSE DIMENSIONAL ETF TRUST6.6K shares6.24%2026-03-312026-04-09

DFAR DIMENSIONAL ETF TRUST11.8K shares0.87%2026-03-312026-04-09

VDC VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-09

FMB FIRST TR EXCH TRADED FD III5.4K sharesnew addition2026-03-312026-04-09

AMGN AMGEN INC730 shares-0.41%2026-03-312026-04-09

SPSB SPDR SERIES TRUST7.3K sharesnew addition2026-03-312026-04-09

Sponsored

META META PLATFORMS INC359 shares-5.77%2026-03-312026-04-09

DFAC

DIMENSIONAL ETF TRUST

9.78%

Shares1.5M

Event2026-03-31

Filed2026-04-09

DFSV

DIMENSIONAL ETF TRUST

4.89%

Shares550.3K

Event2026-03-31

Filed2026-04-09

DFIC

DIMENSIONAL ETF TRUST

4.12%

Shares540.4K

Event2026-03-31

Filed2026-04-09

DFGP

DIMENSIONAL ETF TRUST

12.09%

Shares330.6K

Event2026-03-31

Filed2026-04-09

DUHP

DIMENSIONAL ETF TRUST

7.29%

Shares422.7K

Event2026-03-31

Filed2026-04-09

DGCB

DIMENSIONAL ETF TRUST

25.14%

Shares280.9K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-5.18%

Shares43.6K

Event2026-03-31

Filed2026-04-09

DFEM

DIMENSIONAL ETF TRUST

4.94%

Shares252.4K

Event2026-03-31

Filed2026-04-09

DISV

DIMENSIONAL ETF TRUST

-2.33%

Shares175.1K

Event2026-03-31

Filed2026-04-09

DFAU

DIMENSIONAL ETF TRUST

-7.61%

Shares148.8K

Event2026-03-31

Filed2026-04-09

DIHP

DIMENSIONAL ETF TRUST

3.67%

Shares177.7K

Event2026-03-31

Filed2026-04-09

DFCF

DIMENSIONAL ETF TRUST

9.76%

Shares99.6K

Event2026-03-31

Filed2026-04-09

DCOR

DIMENSIONAL ETF TRUST

8.81%

Shares55.9K

Event2026-03-31

Filed2026-04-09

DFUV

DIMENSIONAL ETF TRUST

-0.55%

Shares70.9K

Event2026-03-31

Filed2026-04-09

DFEV

DIMENSIONAL ETF TRUST

1.60%

Shares92.2K

Event2026-03-31

Filed2026-04-09

DEHP

DIMENSIONAL ETF TRUST

-2.72%

Shares90.0K

Event2026-03-31

Filed2026-04-09

DFGR

DIMENSIONAL ETF TRUST

8.61%

Shares110.2K

Event2026-03-31

Filed2026-04-09

SPYV

SPDR SERIES TRUST

2.96%

Shares39.5K

Event2026-03-31

Filed2026-04-09

DFAX

DIMENSIONAL ETF TRUST

0.06%

Shares63.9K

Event2026-03-31

Filed2026-04-09

SPYG

SPDR SERIES TRUST

-0.46%

Shares20.9K

Event2026-03-31

Filed2026-04-09

DFSD

DIMENSIONAL ETF TRUST

2.90%

Shares42.3K

Event2026-03-31

Filed2026-04-09

DFGX

DIMENSIONAL ETF TRUST

24.78%

Shares37.6K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-09

DFAI

DIMENSIONAL ETF TRUST

-3.05%

Shares48.7K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-0.65%

Shares7.3K

Event2026-03-31

Filed2026-04-09

DFSU

DIMENSIONAL ETF TRUST

7.71%

Shares40.6K

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC.

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-09

DFAS

DIMENSIONAL ETF TRUST

-0.44%

Shares16.4K

Event2026-03-31

Filed2026-04-09

DFAE

DIMENSIONAL ETF TRUST

-8.27%

Shares34.1K

Event2026-03-31

Filed2026-04-09

SPDW

SPDR INDEX SHS FDS

-2.69%

Shares22.2K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-6.34%

Shares2.6K

Event2026-03-31

Filed2026-04-09

DFSB

DIMENSIONAL ETF TRUST

7.04%

Shares17.5K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

6.68%

Shares2.7K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

-0.45%

Shares4.4K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

12.41%

Shares2.1K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

0.29%

Shares2.1K

Event2026-03-31

Filed2026-04-09

DFSI

DIMENSIONAL ETF TRUST

14.51%

Shares14.3K

Event2026-03-31

Filed2026-04-09

VGT

VANGUARD WORLD FD

-0.13%

Shares768

Event2026-03-31

Filed2026-04-09

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares22.2K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

-1.89%

Shares519

Event2026-03-31

Filed2026-04-09

SLYV

SPDR SERIES TRUST

-6.92%

Shares4.3K

Event2026-03-31

Filed2026-04-09

DFUS

DIMENSIONAL ETF TRUST

0.24%

Shares5.5K

Event2026-03-31

Filed2026-04-09

DFAT

DIMENSIONAL ETF TRUST

0.20%

Shares5.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-0.93%

Shares1.3K

Event2026-03-31

Filed2026-04-09

SLYG

SPDR SERIES TRUST

4.50%

Shares3.6K

Event2026-03-31

Filed2026-04-09

SPEM

SPDR INDEX SHS FDS

-4.81%

Shares6.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-2.37%

Shares1.1K

Event2026-03-31

Filed2026-04-09

VISA INC

-1.30%

Shares1.1K

Event2026-03-31

Filed2026-04-09

HP INC

-0.17%

Shares16.1K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-1.34%

Shares590

Event2026-03-31

Filed2026-04-09

DFSE

DIMENSIONAL ETF TRUST

6.24%

Shares6.6K

Event2026-03-31

Filed2026-04-09

DFAR

DIMENSIONAL ETF TRUST

0.87%

Shares11.8K

Event2026-03-31

Filed2026-04-09

VDC

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

FMB

FIRST TR EXCH TRADED FD III

New

Shares5.4K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

-0.41%

Shares730

Event2026-03-31

Filed2026-04-09

SPSB

SPDR SERIES TRUST

New

Shares7.3K

Event2026-03-31

Filed2026-04-09