Managers / Q1 2022 · view latest →
NORTHWEST WEALTH MANAGEMENT, LLC
CIK 0001695344 · 1607 W 18TH ST, SPENCER, IA, 51301 · 877-207-0994
Reported Value
$204M
Q1 2022
Positions
133
Filings on Record
30
2019–present window
Filed
Apr 29, 2022
original filing
Summary
Northwest Wealth Management, Llc reported $204M in U.S.-listed holdings across 133 positions for Q1 2022.
Its largest position, VTI, represents 8.2% of the portfolio.
Compared with Q4 2021, the fund opened 19 new positions and exited 10.
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 — Q1 2022
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 ↗.