Northwest Wealth Management, LLC

Northwest Wealth Management, LLC reported 265 holdings worth US$758M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 13, 2026

Northwest Wealth Management, LLC reported 265 holdings worth US$758M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Tesla, Inc. Filed Jul 13, 2026 (Form 13F).

Holdings
265
Value as reported
US$758M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation57,688US$11.5M1.5%
Apple Inc39,258US$11.4M1.5%
Tesla, Inc.17,713US$7.45M0.98%
Berkshire Hathaway Inc.14,238US$7.12M0.94%
Amazon.com, Inc.21,319US$5.08M0.67%
Caseys General Stores, Inc.5,296US$4.21M0.56%
Alphabet Inc (google) Class C11,745US$4.2M0.55%
Microsoft Corp.9,371US$3.5M0.46%
Micron Technology, Inc.2,669US$3.08M0.41%
Walmart Inc.23,813US$2.7M0.36%
Jp Morgan Chase & Co.7,818US$2.56M0.34%
Advanced Micro Devices Inc3,478US$2.02M0.27%
Intel Corporation14,359US$2M0.26%
Exxon Mobil Corporation10,787US$1.47M0.19%
Deere & Company2,050US$1.3M0.17%
Wells Fargo & Company15,115US$1.25M0.16%
Eli Lilly And Company1,029US$1.23M0.16%
Union Pacific Corporation4,463US$1.21M0.16%
Western Digital Corporation1,859US$1.19M0.16%
Comfort Systems Usa, Inc.561US$1.11M0.15%
Merck & Company, Inc.7,944US$1.02M0.13%
Meta Platforms, Inc.1,812US$1.02M0.13%
Broadcom Inc.2,598US$981K0.13%
Applied Materials, Inc.1,298US$938K0.12%
U.s. Bancorp15,147US$915K0.12%
Centene Corporation13,956US$896K0.12%
Johnson & Johnson3,439US$873K0.12%
Ge Vernova Inc.716US$841K0.11%
Sandisk Corporation344US$782K0.10%
Ge Aerospace2,039US$762K0.10%
Edison International10,079US$750K0.10%
Bristol-myers Squibb Company12,488US$720K0.09%
Corning Incorporated2,774US$709K0.09%
Newmont Corporation7,536US$704K0.09%
Ecolab Inc.2,332US$650K0.09%
Pepsico, Inc.4,631US$627K0.08%
Airbnb, Inc.4,313US$617K0.08%
Lam Research Corporation1,358US$588K0.08%
Fedex Corporation1,859US$582K0.08%
Pacific Gas & Electric Co.33,878US$570K0.08%
Polaris Inc.8,127US$556K0.07%
Delta Air Lines, Inc.5,918US$554K0.07%
Parker-hannifin Corporation567US$554K0.07%
Freeport-mcmoran, Inc.8,717US$548K0.07%
J.b. Hunt Transport Services, Inc.1,877US$543K0.07%
General Motors Company6,724US$518K0.07%
Vertiv Holdings, Llc1,547US$518K0.07%
Philip Morris International Inc2,836US$513K0.07%
Pnc Financial Services Group, Inc. (the)2,026US$499K0.07%
Alliant Energy Corporation6,529US$498K0.07%
Oracle Corporation3,372US$494K0.07%
Phillips 662,874US$486K0.06%
Citigroup, Inc.3,359US$470K0.06%
Chevron Corporation2,819US$467K0.06%
Capital One Financial Corporation2,308US$463K0.06%
Home Depot, Inc. (the)1,309US$462K0.06%
Teradyne, Inc.950US$460K0.06%
Palo Alto Networks, Inc.1,338US$456K0.06%
Abbvie Inc.1,803US$454K0.06%
Caterpillar, Inc.425US$452K0.06%
Costco Wholesale Corporation481US$450K0.06%
Amphenol Corporation2,529US$446K0.06%
Verisign, Inc.1,767US$445K0.06%
Illumina, Inc.2,403US$423K0.06%
Palantir Technologies Inc.3,603US$420K0.06%
Kla Corporation1,370US$413K0.05%
Lockheed Martin Corporation807US$411K0.05%
International Business Machines Corporation1,455US$409K0.05%
Atlassian Corporation5,142US$400K0.05%
Cisco Systems, Inc.3,403US$400K0.05%
Natera, Inc.1,436US$390K0.05%
American Express Company1,148US$388K0.05%
Copart, Inc.13,731US$387K0.05%
Snowflake Inc.1,520US$387K0.05%
Emcor Group, Inc.466US$387K0.05%
Fortinet, Inc.2,453US$377K0.05%
Procter & Gamble Company (the)2,559US$375K0.05%
Dell Technologies Inc.852US$367K0.05%
Bank Of America Corporation6,361US$362K0.05%
Tapestry, Inc.2,462US$360K0.05%
Tyson Foods, Inc.6,165US$353K0.05%
Eversource Energy (d/b/a)4,762US$344K0.05%
Altria Group, Inc.4,769US$343K0.05%
Ralph Lauren Corporation852US$342K0.05%
Conocophillips3,279US$341K0.04%
Waste Management, Inc.1,501US$335K0.04%
Verizon Communications Inc.7,708US$326K0.04%
Constellation Energy Corporation1,293US$321K0.04%
Synopsys, Inc.717US$320K0.04%
Waste Connections, Inc.1,913US$319K0.04%
Target Corporation2,441US$319K0.04%
Neurocrine Biosciences, Inc.1,879US$317K0.04%
Molina Healthcare Inc1,369US$313K0.04%
Carpenter Technology Corporation505US$312K0.04%
Barrick Mining Corporation8,465US$311K0.04%
Tjx Companies, Inc. (the)2,038US$309K0.04%
Arista Networks, Inc.1,799US$306K0.04%
United Parcel Service, Inc.2,772US$298K0.04%
Mks Inc.665US$296K0.04%
Dollar General Corporation2,475US$285K0.04%

Every holding of Northwest Wealth Management, LLC

Source

View original at SEC

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