The Analysis of Wealth Advisors Northwest LLC's Holdings
Currently, Wealth Advisors Northwest LLC holds 56 types of securities in its portfolio with a total value $225.5M. In the most recent quarter, they have increased their positions in DFAC (+97.9K shares, valued at $3.9M), DFGP (+62.3K shares, valued at $3.4M), DUHP (+45.3K shares, valued at $1.7M); decreased their positions in DFAU (-12.1K shares, valued at $567.1K), AAPL (-650 shares, valued at $176.7K), MSFT (-281 shares, valued at $135.9K); initiated new positions in LLY (+214 shares, valued at $230.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.4M shares7.68%2025-12-312026-01-16
DFIC DIMENSIONAL ETF TRUST519.0K shares7.72%2025-12-312026-01-16 DFSV DIMENSIONAL ETF TRUST524.7K shares4.47%2025-12-312026-01-16 DFGP DIMENSIONAL ETF TRUST294.9K shares26.78%2025-12-312026-01-16 DUHP DIMENSIONAL ETF TRUST393.9K shares13.00%2025-12-312026-01-16 DGCB DIMENSIONAL ETF TRUST224.5K shares15.20%2025-12-312026-01-16 AMZN AMAZON COM INC45.9K shares1.73%2025-12-312026-01-16 DFEM DIMENSIONAL ETF TRUST240.5K shares11.25%2025-12-312026-01-16 DFAU DIMENSIONAL ETF TRUST161.0K shares-7.00%2025-12-312026-01-16 DISV DIMENSIONAL ETF TRUST179.3K shares4.73%2025-12-312026-01-16 DIHP DIMENSIONAL ETF TRUST171.4K shares8.62%2025-12-312026-01-16 DFCF DIMENSIONAL ETF TRUST90.7K shares4.61%2025-12-312026-01-16 DCOR DIMENSIONAL ETF TRUST51.4K shares31.92%2025-12-312026-01-16 DFUV DIMENSIONAL ETF TRUST71.3K shares-1.08%2025-12-312026-01-16 DFEV DIMENSIONAL ETF TRUST90.8K shares9.35%2025-12-312026-01-16 DEHP DIMENSIONAL ETF TRUST92.5K shares8.27%2025-12-312026-01-16 DFGR DIMENSIONAL ETF TRUST101.5K shares26.75%2025-12-312026-01-16 TSLA TESLA INC5.2K shares0.00%2025-12-312026-01-16 SPYG SPDR SERIES TRUST20.9K shares-4.74%2025-12-312026-01-16 SPYV SPDR SERIES TRUST38.4K shares-5.65%2025-12-312026-01-16 DFAX DIMENSIONAL ETF TRUST63.8K shares0.16%2025-12-312026-01-16 AAPL APPLE INC7.4K shares-8.09%2025-12-312026-01-16 DFSD DIMENSIONAL ETF TRUST41.1K shares5.11%2025-12-312026-01-16 DFAI DIMENSIONAL ETF TRUST50.2K shares-5.01%2025-12-312026-01-16 DFSU DIMENSIONAL ETF TRUST37.7K shares18.65%2025-12-312026-01-16 DFGX DIMENSIONAL ETF TRUST30.1K shares0.43%2025-12-312026-01-16 MSFT MICROSOFT CORP2.8K shares-9.05%2025-12-312026-01-16 NFLX NETFLIX INC14.4K shares906.28%2025-12-312026-01-16 DFAE DIMENSIONAL ETF TRUST37.2K shares-7.07%2025-12-312026-01-16 DFAS DIMENSIONAL ETF TRUST16.5K shares0.01%2025-12-312026-01-16 SPDW SPDR INDEX SHS FDS22.8K shares-2.64%2025-12-312026-01-16 DFSB DIMENSIONAL ETF TRUST16.4K shares27.61%2025-12-312026-01-16 VTI VANGUARD INDEX FDS2.5K shares-2.13%2025-12-312026-01-16 JPM JPMORGAN CHASE & CO.2.1K shares0.29%2025-12-312026-01-16 BROADCOM INC BROADCOM INC1.9K shares134.70%2025-12-312026-01-16 VGT VANGUARD WORLD FD769 shares-4.35%2025-12-312026-01-16 DFSI DIMENSIONAL ETF TRUST12.5K shares13.22%2025-12-312026-01-16 HPE HEWLETT PACKARD ENTERPRISE C22.2K shares0.00%2025-12-312026-01-16 XOM EXXON MOBIL CORP4.4K shares0.00%2025-12-312026-01-16 COST COSTCO WHSL CORP NEW529 shares-5.54%2025-12-312026-01-16 SLYV SPDR SERIES TRUST4.6K shares-7.64%2025-12-312026-01-16 DFUS DIMENSIONAL ETF TRUST5.5K shares0.22%2025-12-312026-01-16 ALPHABET INC ALPHABET INC1.3K shares20.90%2025-12-312026-01-16 V VISA INC1.1K shares-4.03%2025-12-312026-01-16 HP INC HP INC16.2K shares-0.01%2025-12-312026-01-16 ALPHABET INC ALPHABET INC1.1K shares-23.98%2025-12-312026-01-16 DFAT DIMENSIONAL ETF TRUST5.9K shares0.15%2025-12-312026-01-16 SPEM SPDR INDEX SHS FDS7.2K shares-2.02%2025-12-312026-01-16 SLYG SPDR SERIES TRUST3.4K shares-10.18%2025-12-312026-01-16 DFAR DIMENSIONAL ETF TRUST11.7K shares-18.55%2025-12-312026-01-16 DFSE DIMENSIONAL ETF TRUST6.2K shares14.02%2025-12-312026-01-16 VDC VANGUARD WORLD FD1.2K shares-5.11%2025-12-312026-01-16 META META PLATFORMS INC381 shares7.63%2025-12-312026-01-16 AMGN AMGEN INC733 shares-4.68%2025-12-312026-01-16 LLY ELI LILLY & CO214 sharesnew addition2025-12-312026-01-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available