SEC Form 13F

Northwest Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$174,039,043
Positions66

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYGST STR P500GRW$20,544,924172,661
ISHARES TRILCVMORNINGSTAR VALU$17,509,621172,952
ISHARES TRIMCBMRGSTR MD CP ETF$15,770,025163,319
SPDR SERIES TRUSTSPYVST STR P500VAL$11,424,988187,942
FIDELITY COVINGTON TRUSTFELGENHANCED LARGE$9,118,285208,418
ISHARES TRINTFINTL EQTY FACTOR$8,706,694212,566
T ROWE PRICE EXCHANGE-TRADEDTVALVALUE ETF$8,568,953205,589
T ROWE PRICE EXCHANGE-TRADEDTGRTGROWTH ETF$6,744,339147,514
FIDELITY COVINGTON TRUSTFTECMSCI INFO TECH I$6,495,68822,746
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$5,364,93310,722

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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