Wealth Advisors Northwest
Wealth Advisors Northwest reported 62 stocks worth $299M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are Dimensional ETF Trust (23.9%), DFGP (10.1%) and DFIC (7.4%). Compared with Q2 2026, the fund opened new positions in DFSV, DUHP and DCOR, added to DFGP, DFIC and DGCB, trimmed AAPL, MSFT and SPYG and sold out of XOM, TSM and VDC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $71.5M | 23.9% | 1.6M | +23K (+1%) | 8 of 8 | |
| 2 |  DFGP Dimensional ETF Trust | $30.2M | 10.1% | 581K | +43K (+8%) | 8 of 8 | |
| 3 |  DFIC Dimensional Intern Core | $22.3M | 7.4% | 592K | +28K (+5%) | 8 of 8 | |
| 4 |  DFSV DFA US Small Cap Value ETF | $21.4M | 7.2% | 571K | New position | 1 of 8 | |
| 5 |  DGCB Dimensional Global | $21M | 7.0% | 404K | +21K (+6%) | 8 of 8 | |
| 6 |  DUHP Dfa Invt Dimensions Group in | $19.9M | 6.7% | 475K | New position | 1 of 8 | |
| 7 |  AMZN Amazon Com Inc | $11.3M | 3.8% | 45K | +494 (+1%) | 8 of 8 | |
| 8 |  DFEM Dimensional ETF Trust | $10.9M | 3.6% | 274K | +17K (+7%) | 8 of 8 | |
| 9 |  DISV Dimensional ETF Trust | $8.1M | 2.7% | 188K | +6,409 (+4%) | 8 of 8 | |
| 10 |  DIHP Dimensional Intern High | $7.5M | 2.5% | 223K | +16K (+8%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $21.9M | 565K |
DIMENSIONAL ETF TRUST | $18.9M | 454K |
DIMENSIONAL ETF TRUST | $5.8M | 71K |
 XOM Exxon Mobil Corp | $581K | 4,247 |
DIMENSIONAL US REAL | $310K | 12K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Advisors Northwest 13F FAQ
What does Wealth Advisors Northwest own?
Wealth Advisors Northwest reported 62 stocks worth $299M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are Dimensional ETF Trust (23.9%), DFGP (10.1%) and DFIC (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Advisors Northwest buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 25 added to, 18 trimmed and 8 sold out. New positions include DFSV, DUHP and DCOR. It sold all of XOM, TSM and VDC.
When will Wealth Advisors Northwest file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Advisors Northwest's portfolio worth?
The Q3 2026 filing reports $299M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.