Managers / Q4 2024 · view latest →
NORTHWEST WEALTH MANAGEMENT, LLC
CIK 0001695344 · 1607 W 18TH ST, SPENCER, IA, 51301 · 877-207-0994
Reported Value
$472M
Q4 2024
Positions
167
Filings on Record
30
2019–present window
Filed
Feb 10, 2025
original filing
Summary
Northwest Wealth Management, Llc reported $472M in U.S.-listed holdings across 167 positions for Q4 2024.
Its largest position, DFAC, represents 9.3% of the portfolio.
Compared with Q3 2024, the fund opened 13 new positions and exited 12.
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 — Q4 2024
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 ↗.