Northwest Wealth Advisors, LLC
Northwest Wealth Advisors, LLC reported 66 holdings worth US$174M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Northwest Wealth Advisors, LLC reported 66 holdings worth US$174M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Microsoft Corp. and Apple Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 66
- Value as reported
- US$174M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 10,722 | US$5.36M | 3.1% |
| Microsoft Corp. | 11,673 | US$4.35M | 2.5% |
| Apple Inc | 6,061 | US$1.75M | 1.0% |
| Costco Wholesale Corporation | 937 | US$877K | 0.50% |
| Jp Morgan Chase & Co. | 1,043 | US$341K | 0.20% |
| Nvidia Corporation | 1,656 | US$331K | 0.19% |
| Space Exploration Technologies Corp | 1,904 | US$325K | 0.19% |
| Amazon.com, Inc. | 1,107 | US$264K | 0.15% |
| Johnson & Johnson | 851 | US$216K | 0.12% |