Managers / Q3 2020 · view latest →
NORTHWEST WEALTH MANAGEMENT, LLC
CIK 0001695344 · 1607 W 18TH ST, SPENCER, IA, 51301 · 877-207-0994
Reported Value
$121M
Q3 2020
Positions
97
Filings on Record
30
2019–present window
Filed
Oct 19, 2020
original filing
Summary
Northwest Wealth Management, Llc reported $121M in U.S.-listed holdings across 97 positions for Q3 2020.
Its largest position, VTI, represents 9.1% of the portfolio.
Compared with Q2 2020, the fund opened 4 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $665M | 255 | Apr 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $636M | 250 | Jan 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $607M | 221 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $553M | 208 | Jul 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $502M | 188 | Apr 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $472M | 167 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $429M | 166 | Nov 4, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $386M | 168 | Aug 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $365M | 171 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $332M | 161 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $278M | 149 | Nov 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $276M | 150 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $262M | 155 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $233.6B | 140 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $226M | 137 | Oct 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $231M | 145 | Jul 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $204M | 133 | Apr 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $215M | 124 | Jan 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $201M | 116 | Oct 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $189M | 128 | Aug 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $159M | 109 | May 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $145M | 104 | Jan 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $121M | 97 | Oct 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $115M | 95 | Jul 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $99M | 90 | Apr 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $109M | 98 | Jan 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $122M | 116 | Oct 28, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $124M | 115 | Jul 23, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $133M | 544 | Apr 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $118M | 536 | Jan 24, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.