Northwest Wealth Management, LLC

13F filer · CIK 0001695344

Reported Jul 13, 2026

Net buyer this quarter

13F portfolio value$758MU.S. long equity reported on 13F

Positions16934 new · 25 closed

Net flow last quarter+$2.82MBuys minus sells

Top 10 positions weight10.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 2026169 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$23M	3.03%	Not reported	+5.6%	Q4 2021
NVDANvidia Corp	$11.5M	1.52%	0.00%	-0.2%	Q1 2018
AAPLApple Inc.	$11.4M	1.50%	0.00%	+1.2%	Q4 2016
TSLATesla, Inc.	$7.45M	0.98%	0.00%	+6.3%	Q2 2018
BRK.BBerkshire Hathaway Inc	$5.63M	0.74%	Not reported	+4.5%	Q4 2016
AMZNAmazon Com Inc	$5.08M	0.67%	0.00%	-0.3%	Q4 2017
CASYCaseys General Stores Inc	$4.21M	0.56%	0.01%	+0.8%	Q1 2018
MSFTMicrosoft Corp	$3.5M	0.46%	0.00%	-5.5%	Q4 2016
ETNEaton Corp plc	$3.45M	0.46%	0.00%	-3.1%	Q4 2017
DFAXGulf Resources, Inc.	$3.11M	0.41%	Not reported	-1.0%	Q3 2021
MUMicron Technology Inc	$3.08M	0.41%	0.00%	-5.2%	Q3 2018
GOOGAlphabet Inc.	$2.9M	0.38%	Not reported	-1.8%	Q1 2018
WMTWalmart Inc.	$2.7M	0.36%	0.00%	-3.0%	Q1 2018
JPMJPMorgan Chase & Co	$2.56M	0.34%	0.00%	+0.6%	Q1 2017
AMDAdvanced Micro Devices Inc	$2.02M	0.27%	0.00%	+4.7%	Q1 2018
INTCIntel Corp	$2M	0.26%	0.00%	-25.0%	Q1 2018
BSVNBank7 Corp.	$1.74M	0.23%	0.23%	-1.8%	Q4 2016
FNDFSchwab Strategic Trust	$1.73M	0.23%	Not reported	+0.7%	Q1 2020
BRK.ABerkshire Hathaway Inc	$1.5M	0.20%	Not reported	Not reported	Q4 2016
XOMExxonMobil Holdings Corp	$1.47M	0.19%	0.00%	-4.8%	Q4 2016
DEDeere & Co	$1.3M	0.17%	0.00%	-0.1%	Q4 2016
GOOGLAlphabet Inc.	$1.3M	0.17%	0.00%	+2.3%	Q2 2017
WFCWells Fargo & Company	$1.25M	0.16%	0.00%	+23.0%	Q4 2016
LLYELI LILLY & Co	$1.23M	0.16%	0.00%	-0.8%	Q1 2018
UNPUnion Pacific Corp	$1.21M	0.16%	0.00%	+0.1%	Q4 2017
WDCWestern Digital Corp	$1.19M	0.16%	0.00%	-27.5%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$1.11M	0.15%	Not reported	Not reported	Q1 2026
FIXComfort Systems USA Inc	$1.11M	0.15%	0.00%	-0.4%	Q3 2025
MRKMerck & Co., Inc.	$1.02M	0.13%	0.00%	-0.1%	Q1 2018
METAMeta Platforms, Inc.	$1.02M	0.13%	Not reported	+3.4%	Q1 2018
AVGOBroadcom Inc.	$981K	0.13%	0.00%	+0.7%	Q1 2024
AMATApplied Materials Inc	$938K	0.12%	0.00%	New	Q2 2026
USBUS Bancorp \de\	$915K	0.12%	0.00%	-0.2%	Q4 2016
CNCCentene Corp	$896K	0.12%	0.00%	-11.6%	Q1 2025
JNJJohnson & Johnson	$873K	0.12%	0.00%	+1.4%	Q4 2016
GEVGE Vernova Inc.	$841K	0.11%	0.00%	-1.2%	Q2 2025
SNDKSandisk Corp	$782K	0.10%	0.00%	-52.9%	Q1 2026
GEGeneral Electric Co	$762K	0.10%	0.00%	+0.5%	Q4 2024
EIXEdison International	$750K	0.10%	0.00%	+0.1%	Q2 2025
BMYBristol Myers Squibb Co	$720K	0.09%	0.00%	-5.0%	Q1 2018
GLWCorning Inc	$709K	0.09%	0.00%	-1.4%	Q1 2018
NEMNEWMONT Corp	$704K	0.09%	0.00%	-0.2%	Q1 2018
CBChubb Ltd	$659K	0.09%	0.00%	-4.8%	Q3 2025
ECLEcolab Inc.	$650K	0.09%	0.00%	-8.7%	Q1 2018
PEPPepsico Inc	$627K	0.08%	0.00%	-5.0%	Q4 2016
ABNBAirbnb, Inc.	$617K	0.08%	Not reported	-13.5%	Q1 2025
LRCXLam Research Corp	$588K	0.08%	0.00%	Not reported	Q4 2025
FDXFedex Corp	$582K	0.08%	0.00%	Not reported	Q1 2018
PCGPG&E Corp	$570K	0.08%	0.00%	-5.1%	Q3 2025
FTITechnipFMC plc	$556K	0.07%	0.00%	Not reported	Q3 2025

Q1 2026Reported Apr 14, 2026159 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$20.4M	3.07%	Not reported	+5.9%	Q4 2021
NVDANvidia Corp	$10.1M	1.51%	0.00%	-0.6%	Q1 2018
AAPLApple Inc.	$9.84M	1.48%	0.00%	-8.0%	Q4 2016
TSLATesla, Inc.	$6.19M	0.93%	0.00%	+39.9%	Q2 2018
BRK.BBerkshire Hathaway Inc	$5.16M	0.78%	Not reported	-6.0%	Q4 2016
AMZNAmazon Com Inc	$4.45M	0.67%	0.00%	+2.4%	Q4 2017
CASYCaseys General Stores Inc	$3.82M	0.57%	0.01%	+0.6%	Q1 2018
MSFTMicrosoft Corp	$3.67M	0.55%	0.00%	+2.4%	Q4 2016
WMTWalmart Inc.	$3.05M	0.46%	0.00%	+0.2%	Q1 2018
ETNEaton Corp plc	$2.99M	0.45%	0.00%	-1.6%	Q4 2017
DFAXGulf Resources, Inc.	$2.9M	0.44%	Not reported	-0.9%	Q3 2021
GOOGAlphabet Inc.	$2.4M	0.36%	Not reported	+9.7%	Q1 2018
JPMJPMorgan Chase & Co	$2.29M	0.34%	0.00%	-0.4%	Q1 2017
XOMExxonMobil Holdings Corp	$1.92M	0.29%	0.00%	+1.6%	Q4 2016
BSVNBank7 Corp.	$1.78M	0.27%	0.24%	-4.4%	Q4 2016
FNDFSchwab Strategic Trust	$1.59M	0.24%	Not reported	Not reported	Q1 2020
BRK.ABerkshire Hathaway Inc	$1.44M	0.22%	Not reported	Not reported	Q4 2016
DEDeere & Co	$1.16M	0.17%	0.00%	+4.5%	Q4 2016
UNPUnion Pacific Corp	$1.08M	0.16%	0.00%	+7.2%	Q4 2017
GOOGLAlphabet Inc.	$1.02M	0.15%	0.00%	+4.0%	Q2 2017
METAMeta Platforms, Inc.	$1M	0.15%	Not reported	+36.6%	Q1 2018
WFCWells Fargo & Company	$978K	0.15%	0.00%	+1.5%	Q4 2016
MRKMerck & Co., Inc.	$957K	0.14%	0.00%	+1.8%	Q1 2018
LLYELI LILLY & Co	$954K	0.14%	0.00%	+19.8%	Q1 2018
MUMicron Technology Inc	$951K	0.14%	0.00%	+5.9%	Q3 2018
QQQInvesco QQQ Trust, Series 1	$872K	0.13%	Not reported	New	Q1 2026
INTCIntel Corp	$844K	0.13%	0.00%	-10.7%	Q1 2018
JNJJohnson & Johnson	$829K	0.12%	0.00%	-4.1%	Q4 2016
NEMNEWMONT Corp	$817K	0.12%	0.00%	+3.0%	Q1 2018
AVGOBroadcom Inc.	$798K	0.12%	0.00%	+19.3%	Q1 2024
BMYBristol Myers Squibb Co	$797K	0.12%	0.00%	+2.8%	Q1 2018
USBUS Bancorp \de\	$789K	0.12%	0.00%	+0.2%	Q4 2016
FIXComfort Systems USA Inc	$776K	0.12%	0.00%	+1.4%	Q3 2025
PEPPepsico Inc	$757K	0.11%	0.00%	-26.6%	Q4 2016
EIXEdison International	$737K	0.11%	0.00%	+21.9%	Q2 2025
WDCWestern Digital Corp	$694K	0.10%	0.00%	+3.3%	Q3 2025
ECLEcolab Inc.	$680K	0.10%	0.00%	-1.7%	Q1 2018
AMDAdvanced Micro Devices Inc	$676K	0.10%	0.00%	+0.6%	Q1 2018
FDXFedex Corp	$662K	0.10%	0.00%	+3.2%	Q1 2018
CBChubb Ltd	$662K	0.10%	0.00%	+0.7%	Q3 2025
GEVGE Vernova Inc.	$633K	0.10%	0.00%	+6.9%	Q2 2025
ABNBAirbnb, Inc.	$630K	0.09%	Not reported	+38.0%	Q1 2025
PCGPG&E Corp	$627K	0.09%	0.00%	+10.5%	Q3 2025
PLTRPalantir Technologies Inc.	$613K	0.09%	0.00%	-19.0%	Q4 2024
FTITechnipFMC plc	$580K	0.09%	0.00%	+11.0%	Q3 2025
GEGeneral Electric Co	$576K	0.09%	0.00%	-2.5%	Q4 2024
LMTLockheed Martin Corp	$551K	0.08%	0.00%	+21.0%	Q4 2022
CNCCentene Corp	$517K	0.08%	0.00%	-3.6%	Q1 2025
PSXPhillips 66	$515K	0.08%	0.00%	-5.0%	Q1 2018
FCXFreeport-Mcmoran Inc	$512K	0.08%	0.00%	+16.8%	Q1 2018

Q4 2025Reported Jan 14, 2026153 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$19M	3.00%	Not reported	+18.7%	Q4 2021
AAPLApple Inc.	$11.5M	1.80%	0.00%	-1.1%	Q4 2016
NVDANvidia Corp	$10.8M	1.71%	0.00%	-39.1%	Q1 2018
BRK.BBerkshire Hathaway Inc	$5.75M	0.91%	Not reported	+0.3%	Q4 2016
TSLATesla, Inc.	$5.35M	0.84%	0.00%	+11.5%	Q2 2018
AMZNAmazon Com Inc	$4.82M	0.76%	0.00%	+0.4%	Q4 2017
MSFTMicrosoft Corp	$4.68M	0.74%	0.00%	-6.6%	Q4 2016
CASYCaseys General Stores Inc	$2.89M	0.45%	0.01%	-5.2%	Q1 2018
DFAXGulf Resources, Inc.	$2.82M	0.44%	Not reported	-0.2%	Q3 2021
WMTWalmart Inc.	$2.73M	0.43%	0.00%	+11.6%	Q1 2018
ETNEaton Corp plc	$2.7M	0.43%	0.00%	-1.6%	Q4 2017
JPMJPMorgan Chase & Co	$2.51M	0.40%	0.00%	-1.5%	Q1 2017
GOOGAlphabet Inc.	$2.39M	0.38%	Not reported	+3.6%	Q1 2018
BSVNBank7 Corp.	$1.88M	0.30%	0.25%	-15.2%	Q4 2016
BRK.ABerkshire Hathaway Inc	$1.51M	0.24%	Not reported	Not reported	Q4 2016
FNDFSchwab Strategic Trust	$1.47M	0.23%	Not reported	+0.1%	Q1 2020
XOMExxonMobil Holdings Corp	$1.34M	0.21%	0.00%	-4.5%	Q4 2016
WFCWells Fargo & Company	$1.13M	0.18%	0.00%	-1.1%	Q4 2016
GOOGLAlphabet Inc.	$1.07M	0.17%	0.00%	-5.5%	Q2 2017
UNPUnion Pacific Corp	$961K	0.15%	0.00%	-3.1%	Q4 2017
PEPPepsico Inc	$953K	0.15%	0.00%	+18.5%	Q4 2016
LLYELI LILLY & Co	$931K	0.15%	0.00%	-2.3%	Q1 2018
PLTRPalantir Technologies Inc.	$920K	0.14%	0.00%	+11.4%	Q4 2024
DEDeere & Co	$914K	0.14%	0.00%	-1.6%	Q4 2016
METAMeta Platforms, Inc.	$847K	0.13%	Not reported	-13.1%	Q1 2018
MRKMerck & Co., Inc.	$823K	0.13%	0.00%	+39.9%	Q1 2018
USBUS Bancorp \de\	$808K	0.13%	0.00%	+17.9%	Q4 2016
INTCIntel Corp	$790K	0.12%	0.00%	+5.3%	Q1 2018
MUMicron Technology Inc	$759K	0.12%	0.00%	+19.6%	Q3 2018
AVGOBroadcom Inc.	$748K	0.12%	0.00%	-4.1%	Q1 2024
NEMNEWMONT Corp	$732K	0.12%	0.00%	+42.4%	Q1 2018
JNJJohnson & Johnson	$732K	0.12%	0.00%	-7.0%	Q4 2016
AMDAdvanced Micro Devices Inc	$707K	0.11%	0.00%	-4.4%	Q1 2018
BMYBristol Myers Squibb Co	$689K	0.11%	0.00%	Not reported	Q1 2018
ECLEcolab Inc.	$683K	0.11%	0.00%	-11.5%	Q1 2018
CNCCentene Corp	$674K	0.11%	0.00%	Not reported	Q1 2025
TEAMAtlassian Corp	$642K	0.10%	Not reported	New	Q4 2025
GEGeneral Electric Co	$641K	0.10%	0.00%	+10.0%	Q4 2024
ORCLOracle Corp	$635K	0.10%	0.00%	-14.3%	Q1 2018
CBChubb Ltd	$629K	0.10%	0.00%	+63.7%	Q3 2025
COFCapital One Financial Corp	$627K	0.10%	0.00%	+78.9%	Q1 2018
SNOWSnowflake Inc.	$580K	0.09%	0.00%	+19.5%	Q4 2024
GMGeneral Motors Co	$526K	0.08%	0.00%	-8.0%	Q1 2018
FDXFedex Corp	$521K	0.08%	0.00%	+42.2%	Q1 2018
PCGPG&E Corp	$519K	0.08%	0.00%	+64.3%	Q3 2025
RBLXRoblox Corp	$518K	0.08%	0.00%	+26.0%	Q1 2025
FIXComfort Systems USA Inc	$518K	0.08%	0.00%	+50.8%	Q3 2025
CPRTCopart Inc	$510K	0.08%	0.00%	-4.7%	Q1 2018
PHParker-Hannifin Corp	$496K	0.08%	0.00%	+0.2%	Q1 2018
EIXEdison International	$496K	0.08%	0.00%	+114.4%	Q2 2025

Q3 2025Reported Oct 14, 2025126 positions
NVDANvidia Corp	$17.8M	2.94%	0.00%	+146.6%	Q1 2018
IDEVEndo Pharmaceuticals Solutions Inc.	$15.6M	2.57%	Not reported	+1.1%	Q4 2021
AAPLApple Inc.	$10.9M	1.79%	0.00%	-6.7%	Q4 2016
BRK.BBerkshire Hathaway Inc	$5.74M	0.95%	Not reported	-2.3%	Q4 2016
MSFTMicrosoft Corp	$5.37M	0.88%	0.00%	+4.5%	Q4 2016
TSLATesla, Inc.	$4.75M	0.78%	0.00%	+1.4%	Q2 2018
AMZNAmazon Com Inc	$4.56M	0.75%	0.00%	+0.6%	Q4 2017
ETNEaton Corp plc	$3.23M	0.53%	0.00%	-0.7%	Q4 2017
CASYCaseys General Stores Inc	$3.11M	0.51%	0.01%	-1.7%	Q1 2018
DFAXGulf Resources, Inc.	$2.7M	0.45%	Not reported	-4.1%	Q3 2021
JPMJPMorgan Chase & Co	$2.5M	0.41%	0.00%	+0.1%	Q1 2017
WMTWalmart Inc.	$2.26M	0.37%	0.00%	+4.2%	Q1 2018
BSVNBank7 Corp.	$2.22M	0.37%	0.30%	-3.5%	Q4 2016
GOOGAlphabet Inc.	$1.79M	0.30%	Not reported	+3.2%	Q1 2018
BRK.ABerkshire Hathaway Inc	$1.51M	0.25%	Not reported	Not reported	Q4 2016
FNDFSchwab Strategic Trust	$1.4M	0.23%	Not reported	Not reported	Q1 2020
XOMExxonMobil Holdings Corp	$1.32M	0.22%	0.00%	+7.4%	Q4 2016
METAMeta Platforms, Inc.	$1.08M	0.18%	Not reported	+11.6%	Q1 2018
ORCLOracle Corp	$1.07M	0.18%	0.00%	+16.1%	Q1 2018
WFCWells Fargo & Company	$1.03M	0.17%	0.00%	+0.1%	Q4 2016
UNPUnion Pacific Corp	$1.01M	0.17%	0.00%	-0.5%	Q4 2017
DEDeere & Co	$912K	0.15%	0.00%	-9.4%	Q4 2016
GOOGLAlphabet Inc.	$879K	0.14%	0.00%	-1.2%	Q2 2017
PLTRPalantir Technologies Inc.	$848K	0.14%	0.00%	+5.7%	Q4 2024
ECLEcolab Inc.	$805K	0.13%	0.00%	0.0%	Q1 2018
PEPPepsico Inc	$787K	0.13%	0.00%	+22.2%	Q4 2016
AVGOBroadcom Inc.	$744K	0.12%	0.00%	+3.6%	Q1 2024
JNJJohnson & Johnson	$705K	0.12%	0.00%	-2.9%	Q4 2016
RBLXRoblox Corp	$703K	0.12%	0.00%	+9.8%	Q1 2025
INTCIntel Corp	$682K	0.11%	0.00%	+8.0%	Q1 2018
LLYELI LILLY & Co	$676K	0.11%	0.00%	+4.1%	Q1 2018
USBUS Bancorp \de\	$621K	0.10%	0.00%	-10.9%	Q4 2016
CPRTCopart Inc	$614K	0.10%	0.00%	+13.3%	Q1 2018
GEGeneral Electric Co	$569K	0.09%	0.00%	+3.8%	Q4 2024
AMDAdvanced Micro Devices Inc	$558K	0.09%	0.00%	+0.1%	Q1 2018
HOODRobinhood Markets, Inc.	$544K	0.09%	0.00%	-6.4%	Q2 2025
SNOWSnowflake Inc.	$499K	0.08%	0.00%	-18.4%	Q4 2024
HDHome Depot, Inc.	$482K	0.08%	0.00%	+0.3%	Q1 2018
MRKMerck & Co., Inc.	$469K	0.08%	0.00%	+81.9%	Q1 2018
CEGConstellation Energy Corp	$443K	0.07%	0.00%	+0.2%	Q3 2024
LNTAlliant Energy Corp	$442K	0.07%	0.00%	-8.6%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$437K	0.07%	Not reported	Not reported	Q1 2018
NEMNEWMONT Corp	$434K	0.07%	0.00%	+5.9%	Q1 2018
COSTCostco Wholesale Corp	$433K	0.07%	0.00%	-0.6%	Q1 2018
GMGeneral Motors Co	$428K	0.07%	0.00%	+1.2%	Q1 2018
PHParker-Hannifin Corp	$427K	0.07%	0.00%	Not reported	Q1 2018
SOFISoFi Technologies, Inc.	$418K	0.07%	0.00%	+0.4%	Q3 2023
ABBVAbbVie Inc.	$407K	0.07%	0.00%	+2.3%	Q1 2018
APHAmphenol Corp	$401K	0.07%	0.00%	Not reported	Q1 2025
PMPhilip Morris International Inc.	$400K	0.07%	0.00%	-8.0%	Q1 2017

Premium opens every quarter this fund has filed