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Home > Institutional Investor > Wealth Advisors Northwest Llc > Profile

Instuitional Investor - Wealth Advisors Northwest Llc

Fund Profile
Filing Period:
Fund Name: Wealth Advisors Northwest Llc
Portfolio Value $299,324,171
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 1,608,307 $71,489,265 23.88%
2.
Dimensional Etf Trust
 DFAC 581,241 $30,181,509 10.08%
3.
Dimensional Etf Trust
 DFAC 592,193 $22,272,389 7.44%
4.
Dfa Invt Dimensions Group In
 571,446 $21,412,072 7.15%
5.
Dimensional Etf Trust
 DFAC 403,654 $20,952,317 7%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.