Northwest Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal office as 1801 F. Street in Bellingham, Washington.
The report details a portfolio of 67 positions. The largest holding in the filing is Fidelity Covington Trust Enhanced Large Cap Equity, which the firm holds 218,228 shares. This is followed by SPDR Series Trust S&P 500 Growth ETF, with 205,163 shares, and SPDR Series Trust S&P 500 Value ETF, with 201,003 shares.
The filing also includes significant positions in various exchange-traded funds (ETFs) and individual stocks. Notable individual stock holdings include Berkshire Hathaway Inc. Class B (10,722 shares), Apple Inc. (6,022 shares), and Costco Wholesale Corporation (939 shares). The portfolio also includes positions in Dimensional ETF Trust funds, such as the World Ex US Core ETF (18,954 shares) and the US Market Wide Value ETF (18,305 shares).
The filing was signed by LaVelle West, the owner of Northwest Wealth Advisors, on November 2, 2026.
