Wealth Advisors Northwest LLC

Est. AUM

$238.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$58.6M	1507026	24.56%	SOLE
2	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$19.3M	550318	8.09%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$19.2M	540369	8.05%	SOLE
4	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$17.8M	330590	7.49%	SOLE
5	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$15.5M	422684	6.52%	SOLE
6	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$15.2M	280889	6.38%	SOLE
7	AMAZON COM INC	COM	$9.1M	43561	3.80%	SOLE
8	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$8.7M	252381	3.66%	SOLE
9	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$6.9M	175074	2.90%	SOLE
10	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$6.7M	148759	2.82%	SOLE
11	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$5.7M	177706	2.40%	SOLE
12	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.2M	99557	1.76%	SOLE
13	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$4.0M	55909	1.69%	SOLE
14	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$3.4M	70879	1.44%	SOLE
15	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$3.3M	92249	1.38%	SOLE
16	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$3.0M	90004	1.28%	SOLE
17	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.9M	110206	1.23%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	39511	0.94%	SOLE
19	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.2M	63853	0.91%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	20853	0.86%	SOLE
21	DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.0M	42334	0.85%	SOLE
22	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$2.0M	37607	0.83%	SOLE
23	TESLA INC	COM	$2.0M	5247	0.82%	SOLE
24	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.9M	48669	0.80%	SOLE
25	APPLE INC	COM	$1.9M	7341	0.78%	SOLE
26	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.7M	40579	0.70%	SOLE
27	NETFLIX INC.	COM	$1.4M	14420	0.58%	SOLE
28	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.2M	16380	0.49%	SOLE
29	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.2M	34119	0.48%	SOLE
30	SPDR INDEX SHS FDS	STATE STREET SPD	$1.0M	22230	0.43%	SOLE
31	MICROSOFT CORP	COM	$979K	2644	0.41%	SOLE
32	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$907K	17538	0.38%	SOLE
33	VANGUARD INDEX FDS	TOTAL STK MKT	$866K	2699	0.36%	SOLE
34	EXXON MOBIL CORP	COM	$746K	4398	0.31%	SOLE
35	BROADCOM INC	COM	$659K	2129	0.28%	SOLE
36	JPMORGAN CHASE & CO	COM	$609K	2069	0.26%	SOLE
37	DIMENSIONAL ETF TRUST	INTERNATIONAL	$605K	14265	0.25%	SOLE
38	VANGUARD WORLD FD	INF TECH ETF	$536K	768	0.22%	SOLE
39	HEWLETT PACKARD ENTERPRISE C	COM	$529K	22211	0.22%	SOLE
40	COSTCO WHOLESALE CORPORATION	COM	$517K	519	0.22%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$402K	4252	0.17%	SOLE
42	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$390K	5502	0.16%	SOLE
43	DIMENSIONAL ETF TRUST	US TARGETED VLU	$369K	5913	0.15%	SOLE
44	ALPHABET INC	CAP STK CL C	$368K	1284	0.15%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$346K	3577	0.15%	SOLE
46	SPDR INDEX SHS FDS	STATE STREET SPD	$323K	6888	0.14%	SOLE
47	VISA INC	COM CL A	$320K	1059	0.13%	SOLE
48	ALPHABET INC	CAP STK CL A	$320K	1114	0.13%	SOLE
49	HP INC	COM	$310K	16141	0.13%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$283K	590	0.12%	SOLE

1–50 of 57

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.